01
A connected view of every relationship
Bring companies and contacts together with the leads, deals, and tasks around them. Import existing records from CSV and keep ownership visible.
ProductsRelationships & opportunities
CapZero CRM
Keep the relationship. Move the work forward.
Companies, contacts, leads, and deals in one connected workspace. Keep the context close to every conversation and the next step clear.
What it brings together
Built around the whole workflow.
02
A pipeline with clear next steps
Qualify leads and convert them into connected company, contact, and deal records. Track stages, amounts, close dates, and the information needed to move an opportunity forward.
03
The work around the deal
Log calls, meetings, and emails with their outcomes. Keep follow-up tasks, products, and priced quotes alongside the opportunity they support.
From context to action
A clearer way
through the work.
- 01
Bring in the context
Start with your companies and contacts, then connect the people and organizations behind each opportunity.
- 02
Work the opportunity
Qualify leads, update the pipeline, and record the conversations and actions that move a deal ahead.
- 03
Review and follow through
Use sales and forecast views to review the pipeline, and keep the next task attached to the work.
Designed for your team
Make it fit
the way you work.
For teams managing accounts, partnerships, and sales opportunities who need relationship history and day-to-day follow-through in the same place.
Talk to CapZero
Planning & delivery
Project Management
Connect projects, tasks, milestones, and dependencies. See the same work as a list, table, board, timeline, or calendar.
Public procurement intelligence
PublicSignal
Connect public-sector buyers, the places they publish, and the procurement notices your team reviews. Build a clearer picture of the work worth pursuing.
Let’s build what matters
Bring the pieces together.
Tell us about your team, your work, and the systems around it.