AOZO CRM
Leads, deals and pipeline on autopilot
End-to-end sales pipeline, lead scoring, deal tracking and automated customer workflows, with a live Sales Command Center for your whole team.
Sales Command Center: pipeline value, win rate and deal velocity
What CRM does for your team
Sales Command Center
Total leads, gross and weighted pipeline, closed-won revenue, average deal size and win rate in one live view.
Deals pipeline
Drag deals across Discovery, Demo, Proposal Sent, Negotiation and Closed Won.
Leads & contacts
Leads, contacts, accounts and tasks with saved views like Hot Leads, Qualified and Converted.
Workflow automation
Trigger actions when a lead is created or a deal moves, and review every run in the log.
Everything included
- Leads, Contacts, Accounts, Deals and Tasks
- Revenue forecast and deal velocity charts
- Rep quota tracking and conversion gauges
- Product catalog with HSN, GST and unit price
- Billing hand-off: quotations and invoices from a deal
- Import, export and workspace API keys
Lead intelligence scores and prioritises leads so reps start with the ones most likely to close.
CRM questions, answered
What is AOZO CRM?
AOZO CRM is a sales CRM for managing leads, contacts, accounts, deals and tasks, with a Sales Command Center that shows pipeline value, win rate and deal velocity.
Does AOZO CRM have a deals pipeline?
Yes. Deals move across stages such as Discovery, Demo, Proposal Sent, Negotiation and Closed Won, and you can see them on a board.
Can AOZO CRM automate follow-ups?
Yes. Workflow automation can trigger actions when a lead is created or a deal changes, and each run is logged.
Does CRM connect to invoicing?
Yes. The Billing section connects CRM to quotations and invoices, and customers and deals link to AOZO Accounting.
