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CRM for small businesses

Your growth,
powered by a simple CRM

Manage leads, close deals faster, automate follow-ups, and keep customers happy — all in one simple tool built for small teams.

15-day trial · No credit card · Guided onboarding included

Perfect CRM for startups “Easy to use and scales as we grow.”
G2
Effortless task management “One place for clients and follow-ups.”
Capterra
Quick to roll out “We were productive in under an hour.”
GetApp
Built for growth “Simple today, room to grow tomorrow.”
SoftwareSuggest

Team pipelines for every workflow

Spin up boards for sales, onboarding, support, and more. Sub-pipelines keep complex work organized without extra tools.

Visual team pipeline board

Sales pipeline

Visual stages, owners, and SLAs so nothing slips through the cracks.

Customer onboarding

Checklists, milestones, and files attached to each account.

Support & tickets

Route requests, track SLAs, and keep context next to the customer record.

Start from a template — or a blank canvas

Pick an industry starter pack and tweak fields, stages, and automations in minutes.

Real estate

Listings, viewings, offers, and closing stages out of the box.

Software consultancy

Discovery, scoping, proposal, and delivery — all tracked in one pipeline.

Education

Inquiry, application, enrollment, and onboarding stages ready to use.

Insurance

Policy quotes, follow-ups, and renewals managed end-to-end.

Legal

Case intake, consultation, and matter tracking with confidentiality in mind.

Marketing campaigns

Brief, creative, review, and launch — keep every asset moving.

Freelancers

Leads, quotes, active projects, and invoices in one tidy board.

Project delivery

Kickoff, milestones, blockers, and sign-off built into every stage.

Website launch

Scope, design, build, and go-live — with reminders that nudge owners.

Everything you need to get organized and make more sales

Six tightly-integrated capabilities that turn scattered work into a clean, repeatable sales motion.

Team Pipelines

Track everything with ease

Visual Kanban-style pipelines for sales, onboarding, support, and any process your team runs.

  • Multiple pipelines for different teams and processes — sales, onboarding, support, renewals.
  • Connected pipelines that track the full customer journey from first touch to retention.
  • Deal and lead tracking with tasks, activities, and product lines attached to every record.
About Pipelines
Kanban pipeline board with deals in stages

360-degree view

Complete customer understanding

Every contact, conversation, file, and payment in one profile — no more digging across tools.

  • Centralized customer database with contacts, companies, and full activity history.
  • Lead capture forms, import/export tools, and real-time Signals notifications.
  • Gmail integration, booking pages, and payment links right inside each contact.
  • Integrates with Zoho Books, Paytm, and Razorpay for invoicing and collections.
Customer Management
Team reviewing customer profiles together

Multichannel

Connect with customers everywhere

Reach buyers where they actually respond — calls, WhatsApp, email, social, and meetings.

  • Built-in telephony with automatic call logging on every contact.
  • WhatsApp Business, mass email campaigns, and social touchpoints on X.
  • Virtual meetings with Zoom, Microsoft Teams, and Zoho Meeting.
  • Capture leads from web forms, social DMs, and email in one inbox.
Multichannel Communication
Multichannel customer communication illustration

Automation

Reduce manual work

Trigger emails, assignments, and follow-ups automatically so reps spend more time selling.

  • Workflow automation with triggers at every pipeline stage.
  • Auto lead assignment plus email and WhatsApp drip automation.
  • Lead capture from forms feeds straight into the right pipeline.
  • Zapier and Zoho Flow hooks plus automated invoicing via Zoho Invoice.
Automation
Workflow automation diagram on screen

Task Management

Never miss a deadline

Shared activities, calendars, and reminders that keep the whole team on the same beat.

  • Shared pipelines, @mentions, and Microsoft Teams integration.
  • Calendar and scheduling syncs both ways with Google and Outlook.
  • Activity management for every rep with daily lists and overdue alerts.
  • Booking pages, reminders, and follow-ups tied to records — not inboxes.
Task Management
Team task planning at a wall of cards

Fully mobile

Highly rated mobile apps

Run your pipeline from your pocket — native apps for every platform your team uses.

  • Native apps for Android, iPhone, iPad, and macOS.
  • Offline access — your pipeline keeps working even without signal.
  • Instant notifications for new leads, mentions, and stage moves.
  • Built-in business card scanner — add a lead in three seconds.
Our Mobile Apps
Person checking CRM dashboard on a phone
View all features

Plays nicely with your favourite tools

Connect billing, marketing, commerce, and automation platforms — swap labels to match your real stack.

Zoho Books Microsoft Teams Google Workspace Mailchimp Shopify Zapier Razorpay Slack

You don't need to think twice

Three reasons small teams pick Zoflo on day one.

Easy to use

Get started in under 30 minutes. No IT project, no week-long training, no manual.

Affordable

Forever free for basic features. Premium plans built for small budgets.

From $7/user

Guided onboarding

Free expert-led onboarding included with every subscription. We help you set the first pipeline live.