Find your way around ZNICRM
Manage customer relationships, organize your team’s work and configure your CRM.
Start with a task
Plan your dayReview the Digest’s queues, tasks and customer actions.
Find a customerSearch contacts and open their conversation history.
Create a leadCapture an enquiry and assign ownership.
Work with a contactRecord conversations, schedule follow-ups and manage deals.
Manage tasksSchedule work and track upcoming follow-ups.
Understand performanceUse reports to review sales and team activity.
Configure your accountManage users, permissions and feature settings.
Manage billingReview your plan, licenses, wallet and payment history.
Explore the guide
Use All guide topics to find a feature or nested setting. The navigation provides shortcuts to each workspace and the settings directory.
Facebook and WhatsAppConnect accounts, manage templates and monitor integrations.
Automation and workflowsConfigure rules, actions and customer follow-ups.
HelpdeskHandle tickets, replies, service targets and knowledge articles.
Quotes and invoicesCreate sales documents and manage subscriptions.
Before you begin
Sign in to your ZNICRM account. Available features and actions depend on your role, plan and enabled modules. Each procedure explains where to start, which controls to use and how to check the result.
Screens and examples use sample customer and billing details. Use your own authorized information when following a procedure.