Two powerful modules, one beautiful platform. Start with tasks, add sales when you're ready.
Included in every base plan. The foundation of getting work done.
Create tasks with titles, descriptions, priorities (Urgent to Low), due dates, custom statuses, checklists, and dependencies.
Drag-and-drop tasks across custom status columns. See your entire workflow at a glance with visual boards your team will love.
Assign any task to one or more team members. Smart live-search by name, email, or mobile for quick assignment.
Organise tasks into projects with progress tracking. Two-level hierarchy: Category and Sub-Category for flexible organization.
Create reusable task sequences with pre-defined assignments, durations, and dependencies. Launch a workflow and auto-create tasks.
Every task has its own comment feed. Post updates, attach files (up to 5 per comment, 20MB each), with full read receipts.
Add clients, vendors, or partners to tasks. Secure magic-link emails give read-only access — no account or paid seat required.
"Remind All" for instant alerts, "Remind Me" for personal reminders, and scheduled reminders with view tracking and throttling.
Real-time KPIs, 14-day activity chart, status distribution, team workload, AI-generated observations, and activity feed.
Filter by status, priority, category, due date, or assignee. Real-time search by title, description, or participant name.
Admin, Manager, and Member roles. Control who can create projects, add externals, manage teams, and access settings.
Email notifications with encrypted magic links — never exposing task content in the email body. Activity timeline on every task.
Available as an add-on to any base plan. Per-user pricing.
Unified database for leads and clients. Track score (hot/warm/cold), source, industry, company, and notes. Convert leads to clients with one click.
Visual drag-and-drop pipeline with customizable stages. Track deal value, probability, weighted forecast, and expected close date per deal.
9 real-time KPIs — total pipeline, weighted forecast, open vs won, win rate, average deal size, cycle time, monthly trends, and conversion rate.
Conversion funnel with drop-off, revenue forecast, win/loss trend, source analysis with ROI scoring, rep leaderboard, deal aging, and activity summary.
Add product line items to deals with quantity, unit price, discount, and tax. Auto-calculate deal totals. Multiple products per deal.
Convert a lead to client with one click — optionally auto-create a linked deal. Full activity timeline per contact and deal.
Define your own pipeline stages with names, colors, and probabilities. Mark stages as Won, Lost, or Default. Drag to reorder.
Log calls, meetings, emails, and notes on contacts and deals. Full activity timeline with timestamps and who did what.
See which sales rep is performing best — by revenue closed, deals won, conversion rate, and pipeline value. Foster healthy competition.
Your dashboard shows what matters, the moment you log in. Task KPIs alongside sales metrics — all in one view.
Your sales pipeline as a Kanban board. Move deals across stages, see values at a glance, and never lose track of a prospect.
Add clients, vendors, or partners to any task. They get email updates with a secure, read-only magic link. No account needed.
Seven comprehensive report types give you the visibility to optimize your sales process and grow revenue predictably.
Business plan customers can run Zingoor CRM under their own brand. Perfect for agencies, consultants, and enterprises.
Zingoor CRM is fully responsive and installable as a Progressive Web App (PWA) on Android and iOS.
Visit app.zingoorcrm.com on your phone's browser. The site is fully responsive on any screen size.
Tap "Add to Home Screen" when prompted (or use your browser menu). Takes under 10 seconds.
Launches full-screen from your home screen. No browser chrome. Manage tasks and deals on the go.