Remember the context
Add who you met, what matters to them and the useful background in your record notes. Come back to the conversation with something more personal than a name in a spreadsheet.
Features / The business behind your reputation
You open the doors.Keep the work moving.
Your value is in the conversations you can start and the confidence you inspire. CRMZI brings the detail around those relationships into one CRM, proposal and financial management workspace.
For independent advisers, consultants and relationship-led practices.
CRMZI / Client journey
AS
Avery Studio
Advisory engagement · Illustrative example
Relationship note
Introduced by a long-standing contact. Exploring a strategy review ahead of the next board meeting.
Client details
Contact, email and billing address
Next conversation
Tuesday · 10:30 am
Proposal
Strategy review · $12,000
Relationship. Commitment. Commercial context.
Illustrative workspace · No customer data
Built around your working dayIndependent advisersSenior consultantsBusiness development professionalsBoutique practices
A connected working rhythm
From a warm introduction to a well-run engagement.
Relationships rarely follow a neat sales script. Give each conversation enough structure to keep the next step clear, while leaving room for your judgement.
Make the next commitment visible
Create an opportunity, schedule the next conversation and record a proposal when the timing is right. Keep stage and status up to date as the relationship develops.
Stay close after the work is won
Create the project and invoice against the same client. Review delivery and finances without rebuilding the basic contact and commercial details.
The working essentials
The details that let you focus on the conversation.
Client relationships
Capture business and contact details, billing information and relationship notes in a client record.
Explore client relationshipsCommercial opportunities
Record the value and stage of each opportunity. Review where a promising introduction stands.
Explore commercial opportunitiesThoughtful follow-up
Schedule a meeting, call or task with a date and time, then keep it visible in your activities and calendar.
Explore thoughtful follow-upProposals and projects
Record proposal value, validity and status. Organise the agreed work by client, project stage and budget.
Explore proposals and projectsClient invoicing
Create itemised invoices with billing contacts, due dates, GST settings and a printable document.
Explore client invoicingFinancial management
Record income and expenses, edit account categories, and review the figures entered into your workspace.
Explore financial managementProposals & delivery
A clear promise is a strong start.
Bring the same care to the commercial details that you bring to the relationship.
State the opportunity
Capture the client, proposed engagement, value and current stage. Use notes to record the context behind the fee.
Keep the proposal current
Set a valid-until date, update draft, sent, approved or rejected status, and filter or export the register for review.
Give delivery a home
Use project stages, budgets and activity records to organise what happens next. Client cases give requests and issues a separate place to be followed through.
A closer look
Questions worth asking.
Is this suited to someone who generates business through their network?
Yes. CRMZI gives independent professionals a place to record contacts, relationship notes, opportunities and follow-up. You decide how and when to approach each relationship.
Does CRMZI automatically send emails or capture my network?
The current workspace supports manually entered client records, notes and scheduled activities. Automatic email capture, contact enrichment and outbound campaigns are not included in these features.
Can I see the workflow before signing up?
Yes. The public product tour uses a fictional advisory engagement to show the client, opportunity, proposal, project, invoice and accounts workflow. It does not access your private data.
Your next chapter
Put your next opportunity in good hands.
Bring your relationships, proposals and financial records into a workspace that supports the way you do business.
Experience at work
Your expertise.
A clearer working day.
You bring the judgement, relationships and commercial instinct. CRMZI gives the details of your practice a place to come together.
The relationship
Stay close to the people behind the work.
Keep the context of a trusted introduction ready for your next conversation.
Explore CRM
The commitment
Give good conversations a clear next step.
Bring scope, proposal details and follow-up into a considered working routine.
Explore proposals and delivery
The commercial picture
Keep the numbers in the conversation.
Review invoices, income and expenses alongside the client work behind them.
Explore financial managementIllustrative scenes. Interface visuals are representative.