Leads with the work in view
Record source, contact information, owner and requested scope. Qualify leads and convert them into linked opportunities rather than copy the same details again.
Customer relationships and sales pipelines
Zepfolio CRM
From the first inquiry to the customer decision. Keep customers, properties, conversations and next steps attached to the opportunity—not scattered across separate lists.
14 days free · No card required · 3-seat minimum
A little hands-on time
Your first look at CRM.
Sample Company
CRM workspace
CRMToday
Open pipeline
$85,500.00
Weighted forecast
$48,700.00
Follow-ups waiting
3
New leads
1
Your next steps
Review revised equipment allowance
Open2026-10-20 · Call · ACT-101
Confirm boiler specification and electrical exclusions.
Confirm fixture selections
Open2026-10-21 · Follow-up · ACT-102
Ask the building manager for tenant access windows.
Equipment inventory walk-through
Open2026-10-22 · Site visit · ACT-103
Photograph equipment plates and review board scope.
Closing this month
$24,600.00
For owners and sales coordinators following builder relationships, customer inquiries and service or installation opportunities.
- 01Capture and qualify the inquiry
- 02Follow the opportunity and next steps
- 03Connect the customer decision to the work
The work, from start to finish
A pipeline the office can follow
Track deals by stage, amount, probability and expected close date. Open the customer and property alongside the proposal and next activity.
Customer and property history
Keep contacts and properties linked to quotes, projects, service work and accounting. Connected records still require the appropriate module permissions.
Activities and call notes
Record follow-ups and call outcomes against the opportunity. Optional calling, capture and sequence capabilities depend on company configuration and access.
Quotes and closing context
Follow estimates and customer decisions from the sales workspace. Winning an opportunity does not automatically schedule work or send an invoice.
Forecast with visible assumptions
Review amounts, probabilities and weighted pipeline values. Forecasts are planning estimates, not booked revenue or guaranteed collections.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
Zepfolio Marketing
Customer audiences, campaigns and follow-up
Zepfolio ZepBot
Company assistants and reviewed proposals
Zepfolio Portfolio
Cross-company cash, ownership and standing
Zepfolio Reviews
Customer reviews and service follow-ups
Zepfolio Chat
Company messaging and job conversations
Zepfolio Social
Company social campaigns and publishing
Zepfolio Expenses
Field receipts and employee expenses
Zepfolio People
Employee records, scheduling and payroll preparation
Zepfolio Time
Construction time tracking
Zepfolio Accounting
Contractor accounting
Zepfolio Projects
Construction project management
Zepfolio Dispatch
Field service dispatch
Zepfolio Desk
Shared inbox and customer communications
Zepfolio Sign
PDF editing and electronic signatures
Before you get started
Does the sample send emails or call customers?
No. Leads, proposals, call notes and drafts are fictional browser-only records. Nothing is sent, called, geocoded or synchronized.
Are sequences and calling always enabled?
Optional capabilities are controlled by company settings and access. Connected email and calling require provider setup; the sample makes no connections.
Does a won deal automatically become revenue?
No. Sales stages are separate from posted accounting. Customer work and billing use their connected module workflows.
How is weighted forecast calculated?
Open opportunity value is multiplied by probability. Won and lost opportunities are excluded from the open weighted pipeline.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
Start your 14-day free trial