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Sales CRM for small teams

Know your pipeline. Grow with confidence.

Manage leads, track deals, and forecast revenue in one clear workspace built for growing sales teams.

  • Free forever for 1 user, no card
  • 14-day Pro trial when your team joins
  • Import your existing spreadsheet
Zyrft dashboard showing open deals, pipeline value, weighted pipeline, win rate and follow-up alerts

A real Zyrft dashboard, shown with fictional sample data.

Why Zyrft

Selling is hard enough without a messy pipeline

Zyrft helps small sales teams manage leads, track deals, and forecast revenue in one clear workspace.

  • Leads scattered across spreadsheets

    Contacts live in inboxes, notebooks and three versions of the same Excel file.

    With Zyrft: One shared list of companies, contacts and opportunities, with duplicate checks and Excel/CSV import.

  • Missed follow-ups

    A promising deal goes quiet because nobody remembered to call back.

    With Zyrft: Every opportunity carries a next action and date. Overdue, due-soon and stale deals surface automatically.

  • Poor visibility into opportunities

    You only find out where deals stand when you ask each salesperson.

    With Zyrft: A live dashboard and Kanban board show every open deal by stage, value and owner.

  • No forecast managers can rely on

    The forecast is a gut feeling, not a number you can plan around.

    With Zyrft: Weighted forecasts (deal value × win probability) by expected close date, from today out to nine months.

  • Unclear salesperson performance

    Who is on target this month? It takes an afternoon to work out.

    With Zyrft: Performance by salesperson, monthly targets against won bookings, and win-loss reporting.

  • Too much manual reporting

    Every Monday starts with copying numbers into a status report.

    With Zyrft: Dashboards, charts and a morning digest email are built from the pipeline itself, always current.

Features

Everything a small sales team needs. Nothing it doesn't.

Built around how small teams actually sell: a clear pipeline, timely follow-ups and a forecast you can plan with.

  • Lead and contact management

    Companies, contacts and every conversation in one place, with duplicate checks and merge.

  • Sales pipeline tracking

    A table and a drag-and-drop Kanban board with value, stage, probability and expected close date.

  • Revenue forecastingPro

    Gross and probability-weighted forecasts for today, tomorrow, the next 7 to 120 days and 6 to 9 months.

  • Activity reminders

    Next actions with due dates, an action queue for overdue and stale deals, and in-app reminders.

  • Salesperson performancePro

    Results by salesperson, monthly targets against won bookings, and team views for managers.

  • Customizable stages

    Add, rename, reorder and retire stages, and set each stage's default win probability.

How it works

Up and running in three steps

  1. Step 1: Create your workspace

    Sign up, confirm your email and name your company workspace. It takes about two minutes.

  2. Step 2: Add your team and sales opportunities

    Invite salespeople and managers, then add records or import them from Excel or CSV.

  3. Step 3: Track progress and forecast revenue

    Follow up on time, move deals through your stages and watch the weighted forecast update.

See it in action

A quick tour of Zyrft

From scattered spreadsheets to one clear pipeline, follow-up queue and forecast.

Real product, fictional demo company. Narrated with a synthetic voice; captions on screen.

Product tour Download the one-page brochure (PDF)

Inside Zyrft

See your whole pipeline in one place

Every number links back to the deals behind it, and every view respects who is allowed to see what.

Pipeline metrics and weighted forecasts

Open deals, pipeline value, win rate and overdue actions, plus gross and probability-weighted value for every close-date window.

Dashboard cards for open deals, open deal value, weighted pipeline, win rate, won bookings and overdue actionsForecast cards with gross and probability-weighted values for today, tomorrow and the next 7 to 120 days

Opportunities by status and by salesperson

Charts for value by probability, open/won/lost status and salesperson. Click a bar to see the deals behind it.

Charts of deal value by probability, by status and by salesperson

A pipeline you can move

Drag deals between stages. Each column shows its total and weighted value.

Kanban board with deals in Lead, Qualified, Proposal and Negotiation stages

Activity and follow-up tracking

An action queue for overdue next steps, deals closing soon and opportunities nobody has touched.

Follow-ups queue listing overdue next actions by opportunity

Targets and performance

Monthly won bookings against targets, year-to-date attainment and the gap still to close.

Sales targets page comparing monthly won bookings with targets

Real Zyrft screens with fictional sample data. Forecasts, charts and targets are part of the Pro plan.

Pricing

Simple pricing that grows with your team

Start free. Upgrade when your team needs forecasts, reporting and more users. Your data is always kept.

Free Forever

One user, the core CRM and in-app reminders. No card required.

$0forever

No card required.

  • 1 user
  • Up to 200 contacts
  • Up to 50 open opportunities
  • Import up to 200 rows at a time
  • Companies, contacts, opportunities, Kanban, activities & follow-ups
  • Sales dashboard: pipeline, win rate and follow-up alerts
  • Daily closing reminders in the app
  • Excel/CSV import & export
Start free
Best for teams

Pro

Everything in the CRM for your whole team: $5 per month plus $8 per user.

$5/month + $8 per user

1 user $13 · 3 users $29 · 10 users $85 per month

14-day free trial the first time you subscribe

  • Unlimited (billed per user)
  • Import up to 20,000 rows at a time
  • Companies, contacts, opportunities, Kanban, activities & follow-ups
  • Sales dashboard: pipeline, win rate and follow-up alerts
  • Weighted forecast by expected close date (today to 9 months)
  • Deal analysis charts with drill-down
  • Daily closing reminders in the app
  • and 11 more
Start 14-day free trial

Prices in USD, excluding taxes. Compare plans in detail

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.