Grounded sales and customer intelligence

Everyday customer interactions become structured operational clarity. Automated pipeline escalation and AI lead intent scoring — so teams work real deals, not data entry.

Visit zifycrm.com

Buyer intent from visits, RFQs, and email sentiment.

Proposal and contract steps without copy-paste.

Isolated encrypted vaults per organization.

Product tour

See the ZifyCRM command center

One dashboard for today's inquiries, overdue follow-ups, conversion trends, and rankings by showroom, product, staff, and source.

ZifyCRM dashboard showing today's inquiries, follow-ups, inquiry and revenue charts, and ranking boards

Daily pulse

Today's inquiries and overdue follow-ups at a glance

Growth trends

Inquiry volume, won deals, and conversion over time

Team rankings

Showroom, product, staff, and referral source boards

Interactive

Live pipeline command center

Prospect simulation

Command Hub

AI-Powered Sales Engine

Interactive pipeline simulation with real-time AI lead scoring and workflow triggers

Pipeline: $840,000

Select Lead to InspectClick to inspect AI Score

Active Prospect Detail

Acme Global Logistics

Sarah Jenkins (VP Supply Chain)

AI Intent Rank94 / 100

Detected Buyer Intent Signal

High Intent (Visited WMS integration docs 4x)

Next Best AI Action

Send customized enterprise SLA proposal and schedule technical architecture review.

Simulate One-Click Automation:

Core operational capabilities

Built around real B2B sales cycles — less friction between leads, operations, and fulfillment.

Intent-based lead scoring

Data-backed buyer intent across website touchpoints and email — not gut-feel scoring.

Automated follow-up

Executive proposals and spec attachments generated from the inquiry, not copied by hand.

Seamless WMS sync

When a deal closes, ZifyCRM can check ZifyWMS availability and flag fulfillment.

Custom sandbox

Test ZifyCRM with
your lead format

We can configure a sandbox from a sample of your leads — so you evaluate scoring and follow-up on real inquiry patterns.

Sample data welcome · Remote setup