PALETTE
Search attributes and sections
SECTIONS 02
One Column
Two Column
ATTRIBUTES 21
Text
Date
Number
Currency
ToWords
Radio
Toggle
Dropdown
Spreadsheets on the side
Add the fields you need directly to deals, tickets, accounts and contacts.
Your process, not ours
Shape every module, view and workflow around how your business actually runs. No code required.
4.9
Rated out of 5 byteamsTrusted by 200K+ companies in 92 countries
Only 31% of CRM users say their system does the job
Filters
S1
G1
WHEREQueue IN Please Choose
ANDTo Follow Up IN Please Choose
+ Add condition
+ Add group
+ Add set
Clear allSave as View
Screens full of things you don't use
Each person builds the views that match their job.
SettingsPipeline stages
QualifiedStage
DemoStage
NegotiationStage
Closed wonStage
+ New stage
“We'll need a consultant for that”
Your own team sets up fields, stages and workflows from Settings.
See Zinnect CRM in action
Book a 30-minute demo and see how Zinnect connects enrichment, prospecting, and workflows from one live customer record.
Modules
Make every module fit what you track
Give sales and support their own fields, statuses and views, without one affecting the other.
Add text, number, date, dropdown and other field types to any module in seconds.
Case Information• 6 attributes
Subject*
Status*
Priority*
Assigned To
Created Date
Queue
Define your own pipeline stages, ticket categories and statuses.
Save filtered lists and layouts for yourself or share them with your team.
Documents
Templates that fill themselves in
Build a contract or proposal once. Zinnect fills in the details from the record.
Generate documents from accounts, contacts, deals and tickets.
Send a contract for signature without leaving the deal.
Flexibility
Customize as much or as little as you need
01
02
03
Fields, stages, workflows, document templates and permissions for the whole business.
Security & Permissions
Control who sees what
Flexibility shouldn't mean exposure. Zinnect's permissions let you open things up for one team and lock them down for another.
Set what each role can see, edit and delete in every module.
M
Manager
Built-in role · 3 users
Platform Permissions2/6 enabled
Workspace-wide capabilities not tied to a specific app.
Access Reports
Manage Automations & Workflows
Manage Settings
Manage Users & Roles
Manage Integrations
View / Manage Billing
APPS
TicketingData scope:
All Records
12/12 actionsACTIONS
Create Tickets
Edit Own Tickets
Edit Any Ticket
Delete Tickets
Assign Tickets
Merge Tickets
Narrow access further by team or by person.
Keep sensitive fields visible only to the people who need them.
Enterprise Grade Security
Keep your company's data secure and compliant with industry-leading security standards and certifications.
SOC 2 Type II
ISO 27001
GDPR
HIPAA
