ZINFI Customer Relationship Management
Customer Relationship Management
Accounts, contacts, activities, pipeline and quoting for direct and inside sales — a direct revenue capability on the shared data model, not a rip-and-replace.
- Accounts & contacts
- Pipeline & forecast
- Quoting
- Activity history
How a direct deal moves
01
CaptureLeads, inbound requests and partner referrals land as accounts and contacts on one record.02
QualifyActivity history, account context and AI summaries so reps know the story before the call.03
AdvanceStage-based pipeline with source attribution across direct, partner and expansion motions.04
QuoteConfigurable quoting and approvals tied to the deal, with a full audit trail.05
CloseWon revenue books once and feeds incentives, success handoff and reporting automatically.06
ReportForecast and attribution built on the same records the partner and customer portals use.What changes
AttributionSource on every dealDirect, partner-sourced and customer-expansion revenue in one forecast.
Rep timeLess swivel-chairAccount, partner and success context on the same screen as the pipeline.
AdoptionAdditive, not disruptiveRuns alongside existing systems through connectors rather than replacing them.
Who it is for
Sales leader
One forecast covering direct and partner-sourced pipeline.
Account executive
Full account history without leaving the deal record.
Sales ops
Consistent stages, sources and reporting definitions.
Inside sales
Fast capture, qualification and follow-up in one queue.
See it running
Sign in to the demo environment to browse accounts, contacts, activities and deals on the shared system of record.
Capabilities
PILLAR ONE
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PILLAR TWO
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PILLAR THREE
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Common questions
See direct revenue and partner revenue on one data model.
Request a Demo