Features · CRM & tasks

Turn replies into pipeline

Interested replies should not get lost. Move them into a simple pipeline, add tasks and notes, and let automations handle routine steps, all in the same workspace as your campaigns.

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Pipeline stages

Drag deals through your stages and see what is next.

Tasks and reminders

Never forget a follow-up call or proposal.

Notes and history

Every email, note and change on one lead timeline.

Automations

Move a deal or create a task automatically when someone replies.

How it works

Step 1
A lead replies
The reply arrives in your unified inbox.
Step 2
Create a deal
Add it to your pipeline with one click.
Step 3
Close it
Track tasks and stages until it is won.

Free tools to try first

Cold Email ROI Calculator

Estimate replies, meetings, new customers and return on investment from your cold email outreach.

Use free

Email Sequence Planner

Plan follow-up dates and what to say in each step of a cold email sequence. Free sequence builder.

Use free

Questions

Do I need a separate CRM?

For most small teams, no. The built-in CRM covers pipeline, tasks and notes.

Try crm & tasks with Zevmio

Every feature is included in every package. Start with a free trial.