Module · CRM

A CRM that already knows your customers

In most CRMs, a deal starts blank. In Zerno it arrives with its whole biography: the campaign that brought it, the pages it read, the orders it already placed, the invoice it once paid late.

Part of the Zerno core — switches on without an integration.

What’s inside

Everything a deal needs, nothing it doesn’t

Pipeline you can breathe in

Kanban and list views, drag-to-move stages, weighted forecasts. Fast enough that people actually keep it current.

Contacts & companies

One record per human, one per company — shared with marketing and ERP. Duplicates die at the door, not in a quarterly cleanup.

Full timeline

Emails, calls, notes, campaign touches, orders, payments — one chronological feed per customer. New teammates read it and just know.

Tasks & follow-ups

Next steps with owners and due dates, nudges when a deal goes quiet, and a “today” view that starts everyone’s morning.

Quotes that become orders

Build a quote from the same product catalogue ERP sells from. On “won”, it becomes an order — stock, invoice and all — in one click.

Forecast on real data

Pipeline weighted by stage and history — and checked against what ERP actually shipped. Optimism meets the ledger.

Why it’s different

Context is the feature

CRMs fail when they’re empty boxes salespeople must feed. Zerno’s CRM is fed by the whole company.

No blank deals

Every lead lands with a source, a history and — for returning customers — an order record. Reps sell; they don’t transcribe.

No parallel truth

The quote uses ERP prices and live stock. What sales promises is what operations can actually ship this week.

No lost handoffs

“Won” is not an export to another system — it’s the same record changing state. Nothing falls between the chairs.

Give your pipeline a memory

Join the private beta and run sales on records that remember everything.