ZeroFive CRM Sales & Service
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Built by ZeroFive Solutions

A CRM that fits
your workflow.

From the first quote to the final installation, in one tool. No bloat, no irrelevant fields — every screen exists because it solves a real problem.

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What it does

Four modules. One coherent system.

Every business that sells and delivers needs sales, service, payments, and roles in sync. We built them so they speak to each other.

01

Sales pipeline tracking

Multi-region pipelines with real-time status, customer database, and automated forecasting by quarter.

02

Payment milestones

Custom payment terms per deal, expected vs received tracking, outstanding balance at a glance.

03

Service & field dispatch

Technician calendar, conflict detection, project-by-project and team-by-team scheduling views.

04

Role-based access

Admin, Sales, Service: every user sees only what they need. Permissions configured per workspace.

What makes it different

This isn't a product picked from a catalog.

It was designed around a specific business workflow, and it can be re-shaped around yours. Same engine, your fields, your logic, your branding. That's what we do at ZeroFive Solutions: we build software that fits, instead of forcing you to fit the software.

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See it in action.

The live demo is fully interactive. Click around, open projects, schedule installations — nothing is a screenshot.

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Built by ZeroFive Solutions · Custom Software Boutique

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Sales & Service

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ZeroFive CRM Sales & Service
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    Syncing data...

    Sales Insights

    Sales Pipeline
    Open Projects
    $0.00
    0 Active Projects
    PO Received
    $0.00
    0 Won Projects
    Quarter Overdue
    $0.00
    0 Overdue Projects
    Top Products
    Top Products by Units (Open Quotes)
    Top Products by Units (Sold)
    Forecast & Customers
    Sales Forecast by Estimated Quarter
    Quotes ($) / Customer
    Sales ($) / Customer
    Products (Qty) / Customer
    PO Analytics & Cash Flow
    PO Qty / Month
    PO Amount ($) / Month
    Received vs Outstanding

    Sales Global

    Project # ⇅ Date ⇅ Customer ⇅ Project Name ⇅ Location ⇅ Products Status ⇅ Actions
    Project #DateCustomerProject NameLocationProductsStatusActions
    Project #DateCustomerProject NameLocationProductsStatusActions
    Customer NameHQ LocationEmailPhoneActions

    Sales Local

    Project # ⇅ Date ⇅ Customer ⇅ Project Name ⇅ Location ⇅ Products Status ⇅ Actions
    Project #DateCustomerProject NameLocationProductsStatusActions
    Project #DateCustomerProject NameLocationProductsStatusActions
    Customer NameHQ LocationEmailContactActions

    Service & Installations

    Total Installations
    0
    Avg Duration (Days)
    0
    Global vs Local
    0 / 0
    Total in period
    Project #DateCustomerProject NameLocationProductsStatusDatesTechsActions
    Project #DateCustomerProject NameLocationProductsStatusDatesTechsActions

    User Management

    NameEmailRoleAccess LevelNotificationsActions

    System Settings

    Product Catalog
    Manage Technicians
    Project Details
    Client Information
      Product & Services
      Financials & Status
      Final PO Won Details
      This value is frozen and won't change.
      Payment Tracking
      On Order (0)
      On Shipment (0)
      On Install (0)
      After Install (0)
      Customer Details
      Installation Schedule:
      Technicians & Dates
      Project ID
      Add to Calendar
      Manage User
      Profile Settings
      Choose a bright color for your schedule.