# AOZO CRM

> AOZO CRM captures your leads, scores them and moves deals through your pipeline, using the same customer records as Helpdesk and Accounting.

Canonical page: https://aozo.in/us/crm
Last updated: 2026-11-12
Audience: Startups, growing businesses and agencies in the United States
Contact: support@aozo.in

## Features
- **Lead capture**: New leads land in your pipeline as they arrive.
- **Lead scoring**: See which leads are worth a call first, without building a spreadsheet.
- **Pipeline**: Move deals through your pipeline from first hello to closed.
- **⌘K search**: Find any customer, ticket, invoice or person across every app from one search bar.
- **Workflows**: Automate the routine steps that happen the same way every time.
- **Shared records**: Tickets and invoices sit next to the deal, on the same customer record.

## From new lead to closed deal
1. **Capture the lead**: A new lead comes in and lands in your pipeline with a score.
2. **Call the right people first**: See which leads are worth a call first, without building a spreadsheet.
3. **Move the deal**: Move deals through your pipeline as the conversation progresses.
4. **Raise the invoice**: When the deal closes, the quotation becomes an invoice in AOZO Accounting.

## Frequently asked questions
**Do I need the other AOZO apps to use AOZO CRM?**
No. Each AOZO app is its own subscription. Start with AOZO CRM and add others when you’re ready; they share the same login.

**Does it work on my phone?**
Yes. AOZO works on both phone and desktop.