Features and benefits
What Zyrft does, and why it matters to your team
Each feature below is in the product today. Screens are real Zyrft pages shown with fictional sample data.
Every plan
Contact and company management
Keep every buyer, their company and every conversation together.
- The problem
- Customer details are spread across inboxes, phones and spreadsheets, so nobody has the full picture.
- The benefit
- Anyone on the team can see who a customer is, who owns the relationship and what happened last.
- Companies and contacts with owners, lead source and type
- Duplicate detection and contact merge
- Calls, emails and meetings logged against each record
- Search across companies, contacts and opportunities
Every plan
Opportunity and pipeline management
Track each deal's value, stage, probability, owner and expected close date.
- The problem
- Deals stall quietly because no one can see where each one stands.
- The benefit
- One look at the board shows what is moving, what is stuck and what is worth chasing this week.
- Table, Kanban, by-salesperson, by-company and closing-soon views
- Customizable stages with default win probabilities
- Products and line items on each opportunity
- Next action and date on every open deal
Pro plan
Sales forecasting
Forecast revenue from open deals by expected close date, gross and probability-weighted.
- The problem
- Owners and managers plan cash and hiring on gut feeling instead of the pipeline.
- The benefit
- A forecast you can explain: every number links back to the deals behind it.
- Today, tomorrow, next 7, 30, 60, 90 and 120 days, and 6 to 9 months
- Weighted value = deal value × win probability
- Forecast accuracy report compares forecasts with results
Every plan
Activity tracking and reminders
Log activities and keep a next step with a date on every open opportunity.
- The problem
- Follow-ups slip when they live in someone's head or a sticky note.
- The benefit
- Salespeople start each day knowing exactly which buyers need attention.
- Action queue: overdue, due soon, missing next step, stale deals
- Daily closing reminders in the app
- Morning digest email for salespeople and managers (Pro)
Free plan: 1 user. Pro: unlimited users, billed per user
Team management
Invite admins, sales managers and salespeople, and decide who sees which records.
- The problem
- Shared spreadsheets either show everyone everything or nothing at all.
- The benefit
- Managers see their team, salespeople see their own deals, and admins see the whole company.
- Roles: admin, sales manager, salesperson
- Own, team or company visibility per person
- Monthly sales targets for salespeople and teams (Pro)
- Time-boxed support access you grant and can revoke (Pro)
Dashboard on every plan; charts and reports on Pro
Reporting and analytics
Dashboards and reports built from the live pipeline.
- The problem
- Weekly reports take hours to assemble and are out of date by the time they are read.
- The benefit
- Make decisions from current numbers, and drill from any chart into the deals behind it.
- Sales dashboard with pipeline, win rate and alerts
- Deal analysis charts by probability, status, stage, salesperson and source (Pro)
- Win-loss report by lead source and salesperson (Pro)
- Pipeline health checks for overdue and at-risk deals (Pro)
More in Pro
Tools for growing teams
Included in the Pro plan, alongside forecasting, reporting and unlimited users.
Recurring contracts and renewals
Product lines with contract terms create renewal reminders 90, 60, 30 and 7 days before the end date.
Proposals and quotations
Create a branded proposal from an opportunity, share a link and download it as a PDF.
Website lead capture forms
Publish a simple form; submissions arrive as contacts and opportunities in your pipeline.
Financial performance
Import a 12-month P&L and budget to compare budget vs actual, and follow sales through to cash.
Profitability and forecast accuracy
See gross profit and margin for each opportunity, and how close past forecasts came to actual results.
Data quality checks
Find records with missing close dates, owners or next steps before they distort your numbers.
Wondering what each plan includes? Compare plans
Your next deal deserves a clearer pipeline.
Start on the Free Forever plan today, and try Pro free for 14 days when your team is ready.