Zentto CRM
Zentto CRM is the app for the sales team. Manage sales opportunities, leads and activities from anywhere.
Main screens
Section titled “Main screens”Dashboard
Section titled “Dashboard”Pipeline KPIs: total leads, won, lost, conversion rate, average value, pending activities.
📸 Screenshot: CRM dashboard with sales metrics
Pipeline
Section titled “Pipeline”Pipeline visualization by stages. Each lead shows contact, estimated value and priority.
📸 Screenshot: Visual pipeline with leads by stage
Filterable list of prospects. Create, edit, move between stages and close (won/lost).
| Field | Description |
|---|---|
| Contact | Prospect name |
| Company | Prospect company |
| Estimated value | Potential sale amount |
| Priority | Low, Medium, High, Urgent |
| Source | Web, Referral, Call, Event |
| Stage | Position in the pipeline |
Activities
Section titled “Activities”Follow-up tasks: calls, emails, meetings, demos. Mark as completed.
Lead detail
Section titled “Lead detail”Complete view with stage movement history, associated activities and notes.
📸 Screenshot: Lead detail with history and activities
Push notifications
Section titled “Push notifications”- New lead assigned — Notifies you when a prospect is assigned to you
- Overdue activity — Reminder for pending tasks
- Lead won/lost — Status update