Deals and pipelines in ZoriCRM
In ZoriCRM, a deal is the main working unit that brings everything related to a client together: stage, owner, activities, and documents.
Pipelines help you model your real workflow and move deals through a clear process.
Pipelines and stages
A pipeline defines a sequence of stages a deal goes through.
Stages can be configured to match your actual workflow: from the first contact to approval and payment.
A deal as a working context
A deal record is where the work happens.
A deal typically includes:
- the client and related contacts
- the current pipeline stage
- the deal owner
- tasks and activities
- documents linked to the deal
Deal owners and accountability
Each deal has an owner. This keeps responsibility clear and prevents deals from becoming “unowned”.
Combined with tasks and notifications, pipelines become a manageable workflow rather than just a list of cards.
Search and quick deal selection
ZoriCRM makes it easy to find deals and select them from related parts of the system.
This matters when you have many deals and several workflows running in parallel.
Documents inside deals
In ZoriCRM, documents are linked to deals and created in the context of a specific client workflow.
This allows you to generate proposals and invoices using deal and client data, then download the document or publish it via a link.
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Adapting pipelines to different workflows
Pipelines in ZoriCRM are not limited to classic sales scenarios. For example:
- handling inbound requests
- client onboarding and follow-up
- repeat sales workflows
- project-like processes with stages
Getting started with deals
A simple setup is usually enough:
1. Create a pipeline and a few stages that match your process
2. Add a client
3. Create a deal and assign an owner
4. Move the deal through stages, adding tasks and documents