P
Priya Halsey
Halsey & Co.
$48K
Open deal
Email · re: Quote draft v2
today · 09:42
Call · 22m · discovery
May 18 · 14:00
Meeting · Q3 expansion plan
May 12 · 11:30
Quote QT-0214 · $48K
May 10 · 16:20
Feature · CRM & Leads
Manage your leads & customer pipeline.
Track interactions, conversations, and contracts seamlessly — every customer in one record.
0.0K
Active leads
0
Deals closed
0.0M
Pipeline ($)
Pipeline · live
$1.04M open · 44 deals
New lead
18
Contacted
12
Proposal
7
Negotiation
4
Won
3
P
Priya Halsey
Halsey & Co. · Negotiate
$48K
M
Marcus Chen
Northgate Retail · Proposal
$22K
J
Jules Riveira
Riverside Imports · Contacted
$86K
3 won today
Follow-up auto-sent
Riverside · 9m ago
Lead pipeline
Five stages. One pipeline.
Stage
New lead
18 leads in stage
Example client
Stonebridge Cigars
Last touch · today · 09:42
Next action
First-touch email
Scheduled · today
Customer interactions
Every email, call, and meeting — in one record.
M
Marcus Chen
Northgate Retail
$22K
Open deal
Email · pricing follow-up
today · 11:08
Call · 14m · stakeholder map
May 19 · 10:00
Proposal · 12-month term
May 17 · 17:45
J
Jules Riveira
Riverside Imports
$86K
Open deal
Meeting · CFO + COO present
May 20 · 14:30
Email · NDA shared
May 16 · 09:15
Call · 38m · multi-store rollout
May 14 · 15:00
Analytics & reporting
Pipeline health, at a glance.
Conversion funnel
Last 90 days
New leads184
Contacted142
Qualified86
Proposal42
Closed won18
Avg deal size
$11.9K
Win rate
9.8%
Cycle time
14d
Conversion rate
12.4%
Avg response time
1.8h
Revenue forecast
$214K
Pipeline health
92/100
Automation & notifications
Reminders, nudges, and workflow triggers.
CRM automation eliminates the manual chase. Faster follow-ups, fewer dropped leads, and consistent customer experience.
0%
Faster follow-up
0%
Higher conversion
0%
On-time touches
0.0x
More activity
Active automations
Running across pipeline
Auto follow-up · 48h after first touch
No reply? Drip kicks in.
Stage stuck > 7 days → manager alert
Slack ping with deal value + owner.
Won → onboarding kickoff
Auto-creates customer + onboarding tasks.
Hot-lead detection
Score spikes notify rep in real time.
Customer benefits
Operators winning more deals.
0%
Faster follow-ups
Smart cadences trigger on inactivity.
0%
Higher conversion
Every touch tracked, none dropped.
0%
Centralized CRM
Whole team sees the same customer record.
0.0x
Touch points / deal
More activity, less effort.
Convert more
Convert more leads, close more deals.
Book a demo to see how ZeperGo CRM streamlines your customer management.