ZoiOne
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Sales Workspace

Everything your sales team needs to manage
the customer lifecycle.

Track customer activity, manage pipeline workflows, organize organizations and contacts, automate outreach,
and monitor deal progression from one connected sales workspace.

Turn customer activity into organized, connected sales workflows.

Give your team a centralized workspace for lead qualification, relationship management, opportunity tracking, outreach coordination, and contract workflows — all connected in real time.

CONNECTED WORKSPACES

ZoiOne Sales

From lead qualification and organizations to outreach, agreements, and pipeline management
— every sales workflow is connected inside the ZoiOne Sales workspace.

LEADS WORKSPACE

Capture and organize incoming leads.

Track lead status, qualification, ownership, source attribution, and conversion workflows from one organized workspace.

  • Lead qualification tracking
  • Ownership and assignment workflows
  • Source attribution visibility
  • Real-time conversion status

PIPELINE WORKSPACE

Track deals through every stage of the pipeline.

Monitor qualification, expected close dates, value totals, stage movement, and deal activity in real time.

  • Qualification and stage visibility
  • Expected close date tracking
  • Opportunity value forecasting
  • Pipeline movement in real time

CUSTOMER RELATIONSHIPS

Keep organizations and contacts connected.

Manage account structures, parent relationships, lifecycle ownership, and customer activity across your business.

  • Parent and sub-company relationships
  • Shared customer activity visibility
  • Lifecycle ownership management
  • Connected account communication history

AGREEMENTS WORKSPACE

Manage agreements and contract workflows.

Track signatures, approvals, status updates, and connected customer agreements directly inside the platform.

  • Signature and approval tracking
  • Connected customer agreements
  • Draft and status management
  • Workflow-driven contract organization

OUTREACH AUTOMATION

AI-assisted outreach workflows

Automate outbound campaigns, appointment workflows, follow-ups, and communication sequences from one connected workspace.

Coming Soon

Your sales workflows connected to the rest of your business.

START TODAY!

Everything your business needs
— starting at just $14.99/month.

14-day free trial included

Starting at $14.99/month per user

  • CRM & sales
  • Billing & invoicing
  • Customer portals
  • Automation & workflows
  • Reporting & insights
  • Built to scale as your business grows.
Start Your 14-Day Free Trial

Need help choosing the right setup for your business?

Our team can help you explore the best workflows, billing setup, customer portal experience, and automation strategy for your business.

Headquarters
Las Vegas, NV
Email Us
sales@zoione.com