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TPL-01Templates

Kzaly CRM

Every lead in a single view.

Capture leads, move them through sales stages and know how much money is on the table each week.

Modules

  • Sales pipeline

    Stage board with drag and drop.

  • Contacts

    A record per customer with history and notes.

  • Follow-ups

    Next action and date so no lead goes cold.

  • Metrics

    Pipeline value, win rate and monthly sales.

Ideal for

  • Service agencies and studios
  • Real estate and car dealers
  • Sales teams of 1 to 15 people

Questions about this template

Can I change fields or screens?

Yes. Setup includes adjustments to text, fields and colors. Bigger changes are quoted separately before we make them.

Does it work on phones?

Yes. Every screen adapts to phone, tablet and desktop, and it can be installed as an app from the browser.

Where is my data stored?

In a cloud database with daily backups. Only you and the people you authorize can access it.

What happens if I stop paying the monthly plan?

We give you a full export of your data in a standard format. We never hold your information.

KZNew connection

Ready to use Kzaly CRM in your business?

A short conversation is enough to understand the goal, define a realistic scope and give you a clear price.

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