Pipeline that posts to the ledger.
Zinye CRM keeps leads, deals and conversations in one place — and when a deal closes, it becomes a sales order in Zinye ERP without anyone retyping a thing.
Qualified $86k
Proposal $61k
Won $45k
Everything in the box.
Deals on a board
Stages, owners, amounts, close dates. Drag a deal forward and the forecast updates itself.
Capture from anywhere
Web forms, email and imports land as leads with source tracking — so you know which channel pays.
The whole thread
Emails, call logs and notes live on the deal. Whoever picks it up has the full history.
Price from the master
Quotations pull live items and price lists from ERP — no stale PDFs, no margin surprises.
Assignment rules
Round-robin or territory-based routing, follow-up reminders, and SLA-style response targets for sales.
Forecast you can defend
Pipeline by stage, owner and month — built on numbers that reconcile with the books.
The handoff that isn't one.
In most companies the CRM and the accounting system are strangers, and sales-to-finance is a game of telephone. In Zinye they share one customer master: mark a deal won, and the sales order, delivery and invoice flow through ERP — same items, same prices, same record.
- One customer record, CRM to cash
- Quotes use ERP price lists & taxes
- Credit limits visible to sales before they promise
Fast enough that sales actually uses it.
A CRM only works if it's updated, and it's only updated if it's quick. Zinye CRM is keyboard-first with bulk actions and a mobile view for the parking-lot update after the meeting.
- Keyboard-first, sub-second views
- Mobile update in under a minute
- Bulk edit, merge & dedupe built in
One suite. One ledger. No sync.
A lead arrives
Web form on your site drops it into the pipeline, assigned by territory.
The deal closes
One click turns it into a sales order in Zinye ERP — items, prices, taxes intact.
Finance already knows
Invoice, payment and credit status flow back onto the customer record sales sees.