CRM
Customer relationships, with context.
Manage customers, accounts and relationships where context travels — to leads, deals and service.
Part of the Zobay ecosystem — a brand of Fortune Tech, The Fortune Group. Works alone, better together.
Every relationship, in context.
PROBLEM
Customer data is fragmented across CRM, sheets and inboxes. Teams lose history and trust.
Connected workflow — no re-entry, no lost context.
CAPABILITIES
What CRM does — without the bloat.
Accounts & contacts
360° view with history, ownership and health.
Activity & timeline
Calls, emails, notes — stitched to the relationship.
Segments & insights
Understand who matters and why.
Connected to Sales & Service
One customer record across the journey.
How teams use CRM
- One customer record from lead to renewal
- Give sales and service the same truth
- Forecast relationships, not just fields
CONNECTED
Works with the ecosystem
CRM stays in sync with the rest of Zobay — identity, data and workflows move with it. Start here, add the rest when you need them.
Intelligence where this work happens.
Maya doesn't just answer from CRM — it reads context across Zobay to analyze and act.
“Which at-risk accounts need attention this week?”
Maya surfaces health signals from CRM + Projects + Finance (invoices, activity, NPS) in one brief.
Start with CRM. Grow to the ecosystem.
You don't need to buy everything day one. Start with CRM and connect the rest as your workflows demand it.