Your complete CRM, from opportunity to payment
Manage clients and suppliers with their full history and track your opportunities in a sales funnel with stages — connected to your invoicing, quotes and payments.
- Clients and suppliers
- Sales funnel
- Opportunities & stages
- Full history
- Multi-company
All your clients and suppliers, connected
The usual problems
Scattered data
Clients and suppliers spread across your address book, Excel and email.
No history
Not seeing at a glance what you've invoiced and collected from each one.
Loose tax details
Looking up the NIF and address every time you invoice.
Different prices
Applying per-client pricing without making mistakes.
Documents by email
Resending invoices and quotes one by one.
Multiple companies
Mixing up contacts from different companies.
How Zynvio solves it
Client directory
Contact and tax details, and payment terms.
Supplier directory
With their received invoices and associated expenses.
Business history
Invoices, quotes and payments per contact.
Tax details
NIF/CIF, address and payment method per client.
Multi-currency per client
Exchange rate and document format.
Client portal
A secure link to download their documents.
Multi-company
Contacts isolated per company.
Per-client pricing
Custom prices with the Inventory module.
Sales funnel
Opportunities by sales stage, with tasks and commercial pipeline tracking.
See it in action
Collection risk
An explainable risk score per client, with due-date ageing and payment history.
Connect your tools via API
Sync your client and supplier base with other systems through the token API.
- A token API to query clients and suppliers.
- Contacts are linked to invoices, quotes and payments.
- Import your contact base from CSV.
- A client portal with a secure link to their documents.
Automate your workflows
Less repetitive work with every client.
- Tax details fill in automatically when you invoice.
- Per-client pricing applied automatically.
- Recurring billing per client (fees and subscriptions).
- The history updates with every transaction.
Who it's for
Services and B2B
A complete profile of every client and their history.
What you gain
Sales funnel with opportunities and stages.
A profile and history for every client and supplier.
Tax details ready when you invoice.
Per-client pricing with no errors.
A secure portal for their documents.
Everything isolated per company.
Frequently asked questions
Is it a full CRM?
Yes. On top of the client and supplier directory with their business history (invoices, quotes and payments) and tax details, it includes a sales funnel with opportunities, stages and commercial tasks. Sales forecasting is the only thing still on the roadmap.
Does it keep each client's history?
Yes. Each contact brings together their invoices, quotes and payments, along with their tax details and payment terms.
Can I apply different prices per client?
Yes. With the inventory module you can define per-client pricing that applies automatically when you invoice.
Does it also handle suppliers?
Yes. There is a supplier directory with their received invoices, categories and payment methods.
Is the data separated by company?
Yes. Contacts stay isolated per company in multi-company environments.
Explore more modules
Turn your operation into a connected system
Request a demo and see Zynvio in action.