CRM for small businesses
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
Powered by WebFills
Implementation · Automation · Integration · Support
Backed by WebFills
Zoflo is backed by WebFills, a software technology company with 10 years of experience in business software development, SaaS implementation, process automation and system integration.
Choosing the right CRM is only the first step. The real value comes from configuring it around your business, getting your team to use it, and continuously improving the way you work.
Our team helps businesses move from spreadsheets, disconnected applications and manual follow-ups to a structured, connected and automated way of working.
From understanding your processes to implementation, data migration, integrations, training and ongoing support, we stay with you throughout the journey.
How we implementA CRM only pays off when it matches the way you actually work. Here is the path we walk with every customer — from first conversation to long-term optimization.
We begin by understanding how your business currently manages leads, customers, sales, follow-ups and internal processes. We identify gaps, bottlenecks and opportunities for automation.
We configure your CRM around your actual business process — including pipelines, stages, fields, layouts, users, roles, permissions and workflows.
Moving to a new CRM shouldn't mean starting from scratch. We help clean, structure and migrate your existing customer and prospect data into the new system.
Your CRM shouldn't operate in isolation. We can connect it with websites, email, WhatsApp, accounting systems, payment platforms and other business applications through available integrations and APIs.
From lead assignment and follow-ups to notifications, approvals and recurring tasks, we identify repetitive processes and automate them wherever possible.
A CRM is useful only when people actually use it. We provide administrator and user training to help your team adopt the system confidently.
Our relationship doesn't end after implementation. We provide ongoing support, troubleshooting, optimization and enhancements as your business evolves.
Spin up boards for sales, onboarding, support, and more. Sub-pipelines keep complex work organized without extra tools.
Visual stages, owners, and SLAs so nothing slips through the cracks.
Checklists, milestones, and files attached to each account.
Route requests, track SLAs, and keep context next to the customer record.
Every business has a different way of working. We help configure and implement CRM solutions around the processes that matter most to your organization.
Listings, viewings, offers, and closing stages out of the box.
Discovery, scoping, proposal, and delivery — all tracked in one pipeline.
Inquiry, application, enrollment, and onboarding stages ready to use.
Policy quotes, follow-ups, and renewals managed end-to-end.
Case intake, consultation, and matter tracking with confidentiality in mind.
Brief, creative, review, and launch — keep every asset moving.
Leads, quotes, active projects, and invoices in one tidy board.
Kickoff, milestones, blockers, and sign-off built into every stage.
Scope, design, build, and go-live — with reminders that nudge owners.
If your business has a sales or customer-management process, we can help you structure and automate it.
What Makes WebFills Different?
A standard implementation may solve today's requirement. We look at the bigger picture.
One team. From implementation to integration to ongoing support.
Six tightly-integrated capabilities that turn scattered work into a clean, repeatable sales motion.
Team Pipelines
Visual Kanban-style pipelines for sales, onboarding, support, and any process your team runs.
360-degree view
Every contact, conversation, file, and payment in one profile — no more digging across tools.
Multichannel
Reach buyers where they actually respond — calls, WhatsApp, email, social, and meetings.
Automation
Trigger emails, assignments, and follow-ups automatically so reps spend more time selling.
Task Management
Shared activities, calendars, and reminders that keep the whole team on the same beat.
Fully mobile
Run your pipeline from your pocket — native apps for every platform your team uses.
Connect billing, marketing, commerce, and automation platforms — swap labels to match your real stack.
Three reasons small teams pick Zoflo on day one.
Get started in under 30 minutes. No IT project, no week-long training, no manual.
Forever free for basic features. Premium plans built for small budgets.
From $7/userFree expert-led onboarding included with every subscription. We help you set the first pipeline live.
Zoflo is a business CRM solution backed by WebFills, a software technology company focused on SaaS, custom software development, business process automation and system integration.
Our experience in building and implementing business applications gives us the ability to look beyond software features and focus on what matters most — helping your business work better.
Zoflo brings simplicity to CRM. WebFills brings the technology expertise to make it work for your business.