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Team 3
69.90
Free
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  • 10 participants
  • 10 projects
  • 10 GB
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Integrations
Free Trial for 14 days.
Start now, pick a plan later.
No credit card required. No obligation. No risk
Team 3
69.90
Free
per month
  • 10 participants
  • 10 projects
  • 10 GB
Try now
AI
CRM
Services for business

Intelligent CRM - steady growth

CRM is a platform that organizes clients and transactions for effective management

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Products

Set up your workspace

From workflow tools to connections and beyond, there’s much more to explore

Sales funnels

Set up the transaction stages from lead to payment. Visualize the process, track where customers are lost, and increase conversions

Contact and lead cards

All customer data in one window: call history, emails, tasks. Quick access to information for any employee

Scenarios and reminders

Automatically create tasks, send trigger emails, and remind you of calls. Save time on routine

A single feed and chat

All conversations with the client — from mail, messengers, and social networks — are collected in a chronological feed. Nothing will be lost

Dashboards and reports

Visual charts on sales, conversions, and the work of managers. The basis for accurate management decisions

Ticket system

Each request becomes a priority and deadline task. Monitor the quality of support and the speed of response

Storage and Templates

Upload KP and contracts directly to the transaction. Use ready-made templates and sign documents electronically

  • Transaction Control Sales funnels
    Customizable funnels where each transaction goes through the stages from lead to close, and its status and progress are always under control
  • Organization of work Contact and lead cards
    Organize your customer base, track your interaction history, and keep all information about your partner in one place
  • Process automation Scenarios and reminders
    Set up automatic notifications, trigger emails, and tasks so that you don't miss anything and work more efficiently
  • Communication center A single feed and chat
    All correspondence from mail, messengers, and calls is collected in the contact card — every conversation in the client's history
  • Performance analysis Dashboards and reports
    Track key metrics in real time: conversion rate, sales volume, manager workload, and revenue dynamics
  • Customer support Ticket system
    Customer requests, questions, and concerns are not lost in the mail — each request becomes a responsible and timely task
  • Document Management Storage and Templates
    All commercial offers, contracts and invoices are stored in the client's card. Work with up-to-date versions and send documents in one click
  • Transaction Control

    Sales funnels

    Customizable funnels where each transaction goes through the stages from lead to close, and its status and progress are always under control
    Learn more
  • Organization of work

    Contact and lead cards

    Organize your customer base, track your interaction history, and keep all information about your partner in one place
    Learn more
  • Process automation

    Scenarios and reminders

    Set up automatic notifications, trigger emails, and tasks so that you don't miss anything and work more efficiently
    Learn more
  • Communication center

    A single feed and chat

    All correspondence from mail, messengers, and calls is collected in the contact card — every conversation in the client's history
    Learn more
  • Performance analysis

    Dashboards and reports

    Track key metrics in real time: conversion rate, sales volume, manager workload, and revenue dynamics
    Learn more
  • Customer support

    Ticket system

    Customer requests, questions, and concerns are not lost in the mail — each request becomes a responsible and timely task
    Learn more
  • Document Management

    Storage and Templates

    All commercial offers, contracts and invoices are stored in the client's card. Work with up-to-date versions and send documents in one click
    Learn more

Combine customers, transactions, and communications in a single CRM, where your sales are born. All interactions and data are moving towards the same goal — a closed deal

Try now
  • Sales
  • Contact
  • Contact
  • Reminders
  • Invoices
  • Deals
  • Mailboxes
  • Reports
  • Automation
  • Integrations
  • Networking
Benefits

The whole client's story is in one system

From the first contact to a successful transaction and a loyal customer, discover all the features of the CRM platform

All-in-one project engine

Transaction management and customer service control in one window. Smooth processes from the first contact to successful closure — and no loss of information
Register now
Efficiency

All your projects under one roof

From planning to hiring
Start for free
Chat, share files, and coordinate across teams. Keep all discussions, files, and updates in one place

Hire smart, work smooth

Plan tasks, meetings, and sales. Control the deadlines. Optimize processes and costs. Increase the productivity of the team.
Processes
Deadlines
Results
CRM

Skip the noise — ZIO helps freelancers and customers connect with ease. Focus on the work, while we handle the rest

Service сard
CRM is your tool for profit growth. All customer and transaction data is structured. You forget about the mess and see a clear picture for solutions. Automation changes the rules: Funnels guide the client, reminders keep track of deadlines, and reports show the dynamics. This increases the efficiency and productivity of the team. You spend your energy on development, not on search. Finding a deal to work on or data to analyze is just as easy: use flexible filters by amount, date, label, or funnel stage and make the right decisions
Sales Contacts Sales funnels Reminders Invoices Deals Calls Campaigns Mailboxes Tasks Chat Reports Scripts Automation Settings Integrations Networking
FAQ

Got questions?We’ve got you

Our mission is to make work effortless, and that includes guidance. For closer look at every detail, check out our full FAQ section
How is ZIO different from others?
ZIO is a single platform where all the tools for work are combined: CRM for sales and customer management, a system for tasks and projects, documents for collaboration and an integrated AI assistant. You no longer need to switch between different services
Who was ZIO created for?
ZIO is designed for teams and entrepreneurs. It is suitable for sales teams, project managers, and companies that need a convenient space to manage transactions, tasks, and communications
How much does ZIO cost?
ZIO offers 8 personalized pricing plans for different types of teams (from $ 4.6 to $ 10 per user) — choose your perfect fit. Learn more about it in tariffs
Can I use ZIO for free?
Sure! You don’t have to buy anything if you don’t need to work in ZIO workspace with team but if you do — try our free plan first then upgrade it anytime as your needs grow
How do I start using ZIO for business?
Just create an account and your personal CRM will be ready to work. Add your clients to the Contacts section, create your first deal, and invite your colleagues to start working on projects together
What payment options are available on ZIO?
ZIO offers secure online payments with multiple options. You can pay in USD or crypto, depending on your preferences, and all transactions are processed safely within the platform
Is it safe to manage projects and payments on ZIO?
Absolutely! ZIO uses industry-standard security measures to protect your data and transactions, so you can focus on your work without worry