Customer records without context
Customers, contacts and projects live in separate lists, and reconstructing their relationships requires manual work.
ZENCRM · PILOT PROJECT FOR B2B PROPOSALS
ZenCRM: From customer to proposal. Without losing financials, versions or transitions.
For B2B sales teams that prepare project-based proposals and need to keep context, financials and progress together.
Connect customers, contacts and projects; build commercial terms; track every proposal through its workflow, Kanban board and history.
Assisted demo using synthetic data. The pilot project scope is defined around your process.
- Revenue, costs, instalments and recurring items
- Workflow and status history
- Weekly planning by resource
WHEN A PROPOSAL LIVES ACROSS MULTIPLE TOOLS
The issue is not finding one data point. It is rebuilding the full context.
When customer records, financials and progress follow separate paths, every update requires manual checks and hand-offs.
Financials separated from the proposal
Prices, costs, instalments and recurring items change in a spreadsheet while the proposal and CRM remain on different versions.
A pipeline updated verbally
Status, latest activity and next step become clear only after meetings and checks between team members.
ONE WORKFLOW, SIX STEPS
From initial context to the week’s activities.
ZenCRM brings together the information needed to build and track a proposal. The pilot workflow is adapted to the transitions the team actually uses.
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Organise customers and contacts
Bring companies, people and operational information together while keeping their relationships visible.
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Connect the project
Link the customer, owners, dates and project context before building the proposal.
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Build the proposal
Define the owner, content and proposal date, and keep it linked to the correct project.
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Structure the projected financials
Enter one-off, instalment-based or recurring revenue and costs, then review the projected margin based on the available data.
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Move the process forward
Apply permitted transitions and retain the status, date, note and history for every step.
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Coordinate the week
Review activities and availability in the weekly resource plan within the same working environment.
Pilot project · assisted demo
Request a demo
Let’s review the workflow against your process.
A guided demo helps compare what is already available with the data, integrations and responsibilities in your context.
INSIDE ZENCRM
Context, financials and transitions in one continuous view.
Real screens from the isolated demo: all names, contact details and content shown are entirely synthetic.
The Kanban board shows active stages and makes the status, project, customer and latest activity visible.
The record brings together company information, linked documents and key contacts.
Available transitions depend on the current status, while the history records the path taken.
The plan provides a shared view of team commitments without automatically linking them to proposals.
WHAT CHANGES IN DAY-TO-DAY SALES WORK
Less reconstruction. Greater continuity from proposal to decision.
The demo starts with your current process and tests which steps can be managed without constantly switching tools.
A shared sales context
Authorised team members can review the customer, contacts, project and proposal in the same environment.
Financials within the proposal
Revenue, costs, instalments and recurring items provide a versioned view of projected financial performance.
Traceable transitions
The workflow, notes and history make it clear how a proposal reached its current status.
Visible weekly workload
Resource planning adds a shared view of activities to the sales process.
CLEAR SCOPE
We show what already exists and define the pilot before making further commitments.
ZenCRM is offered as a pilot project, not as a one-size-fits-all CRM ready for immediate use. Data, integrations, security and service arrangements are assessed before launch.
ALREADY AVAILABLE IN THE DEMO
- Connected customers, contacts, projects and proposals
- Revenue, costs, instalments, recurring items and projected margin based on entered data, not actual accounting figures
- Versioned commercial terms
- Proposal statuses, transitions, notes, history and Kanban board
- Weekly resource planning and application roles
TO ASSESS TOGETHER
- Pilot project scope and business workflow
- Migration and quality of source data
- DOCX templates and a configured Microsoft or SharePoint environment
- Integrations with ERP, CRM and other existing systems
- Hosting, authentication, backups, retention and support
QUESTIONS ABOUT ZENCRM
Clear answers before the pilot project.
These answers distinguish features that can already be demonstrated from decisions that depend on your process and environment.
Have another question?Is ZenCRM already available?
It is currently offered as an assisted demo and pilot project, with the scope, users and validation criteria defined before launch.
How does it manage proposal financials?
It records revenue and costs with quantity, price, discount, VAT and one-off, instalment-based or recurring schedules. The displayed margin is a projection based on entered data, not an actual accounting result.
Can the workflow be customised?
The product manages ordered statuses, permitted transitions, terminal statuses, dates, notes and history. Any adaptation of the model is defined within the pilot project.
Does it also generate Word documents?
The product supports DOCX templates and documents linked to proposals, projects and contracts. Document generation and SharePoint archiving require a configured Microsoft environment and approved templates.
Does it replace our ERP or CRM?
The validated scope covers customers, projects, proposal financials, documents and workflows. Migrations and integrations with existing systems must be assessed against the real use case.
How is the demo managed?
The demo uses an isolated environment and entirely synthetic data. Hosting, authentication, roles, backups, retention and integrations must be defined and verified before any operational data is processed.