One connected system, drawn honestly.
This is the data model behind a services business: lead to cash, delivery to support, one loop. Every engagement starts by drawing yours, and every build ends with the drawing true.
New lead captured
LEAD
CONTACT
ACCOUNT
DEAL
QUOTE
INVOICE
PROJECT
TICKET
↺ back to CONTACT
The full lifecycle in one system of record.
Zoho CRM spine · Books · Projects · Desk · crow's-foot cardinalities as built