Start with your business
After signing in, a guided setup collects your business details, financial defaults and preferred workflow. Your private workspace starts with your information.
Product tour / A familiar kind of opportunity
One introduction.A clear path to paid work.
A trusted contact introduces you to a business considering a strategy review. Follow the relationship through CRMZI, from your first note to the financial record.
Six short chapters. No login required. Fictional example.
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
Avery Studio / Strategy review
The relationship becomes a working story.
Client record
Start with the reason you were introduced.
A mutual contact introduces you to Avery Studio. Create the client, add contact details and write down the context while the conversation is fresh.
In your workspace
Add the organisation, contact and relationship notes.
Illustrative record
Avery Studio
Relationship context
A warm introduction
- Organisation
- Avery Studio
- Primary contact
- Alex Morgan
- Note
- Considering a strategy review
Arrange a conversation to understand the brief.
Chapter 1 of 6
Figures and names are fictional. Each step is entered or updated by the user. This tour does not create records or represent automated handoffs.
From illustration to your own practice
Bring your judgement. Add a working routine.
The tour illustrates how to use the sections together. In your own workspace, you create and update each record as the engagement develops.
Add an active relationship
Enter one client and the context you want to remember. Then schedule the next useful conversation.
Keep the record current
Update opportunity stages, proposal status and invoice payments yourself. The value comes from having the current detail ready when you need it.
Your next chapter
Make the next introduction the start of something.
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.