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Step-by-step guides for every ZenoxCRM screen—from signing in and navigating the menu to dashboards, leads, follow-ups, sales and more.
Getting started
Sign in, find your way around the menu and personalise your workspace.
Leads
Capture, assign and follow up enquiries.
Guides coming soonDeals
Manage opportunities through your sales pipeline.
Guides coming soonFollow-ups
Plan callbacks, demos and payment reminders.
Guides coming soonMeetings
Schedule and record client meetings.
Guides coming soonCustomers
Keep complete customer records.
Guides coming soonSales & billing
Estimates, invoices, payments and receipts.
Guides coming soonPurchase
Purchases, vendors and expenses.
Guides coming soonStart here.
Navigating ZenoxCRM: menu, search and workspace controls
ZenoxCRM opens with a menu on the left that lists every module you can use. Use the search box at the top of the menu to jump to a screen, the moon/sun button at the bottom to switch between light and dark theme, and the expand button for full-screen mode.
Read guide →DASHBOARDSLead Dashboard: leads, calls, talk time and meetings
The Lead Dashboard shows your lead pipeline for a chosen period (total leads, new leads, demos scheduled and follow-ups) and a Work Log & Activity report of incoming and outgoing calls, talk time and client meetings, broken down by employee.
Read guide →