Capture the context
Keep contact details, enquiry sources and customer requirements together so your team can pick up a conversation without starting again.
CRM & Leads
Keep every enquiry, customer conversation and next step connected.
A contact list is only the beginning. ZODO connects the people you work with to the opportunities, tasks and jobs that need your attention.
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What your team can do
Give each lead an owner
Assign responsibility, set priorities and track the next follow-up. Search and filter your pipeline to find the work that needs attention.
Carry the relationship forward
Move from lead to client and keep the customer's jobs, estimates and communications connected as the relationship grows.
A connected workflow
- Record an enquiry and its source
- Assign an owner and follow-up task
- Review the opportunity with the customer
- Convert the lead and plan the next job
Before you get started
Can different team members manage different leads?
Assignment and permission controls help teams share responsibility without giving everyone the same access. Your demo can cover the roles and hand-offs your team needs.
