Everything a CRM should have. Nothing it shouldn't.
Companies, contacts, deals, activities and tasks, and the objects only your business has. Pipelines, record pages, inbox, calendar, email, forms and mobile. Dedicated to CRM, so it's simple; dynamic, so it's yours.
What the team opens in the morning.
Kanban, table, calendar, cards, timeline and map.
Several pipelines per object, stages with probability and required fields, loss reasons. Saved views per person, team or company. Drag, filter, group, sum.
- Totals per stage and weighted forecast
- Filters like “mine”, “my team's”, “no activity in 14 days”
- Inline and bulk editing
The whole customer relationship on one screen.
Stage bar, fields, timeline, contacts, tasks, files and emails. The record page is a page like any other: sections, columns and blocks you rearrange in build mode or with one sentence.
- Timeline with sent email, call, stage change, automation, note with mention
- Next step suggested by Pimzi AI based on what just happened
- Visibility by role and by record status
The team's day, without leaving the CRM.
Tasks with due date and owner, an inbox for notifications and mentions, a calendar with activities and meetings (ICS for Google and Outlook). Email by BCC or a connected IMAP/SMTP mailbox, with templates and merge fields.
- “My tasks” by day, week and overdue
- @name mentions with notification and daily digest
- One-to-one email: Pimzi is not a mass marketing tool
The same CRM in your pocket, no app to install.
Progressive web app: lists, record pages, tasks and Pimzi AI on a phone screen. Log a call as you leave the meeting, dictate a note, change the stage.
- Installable on the home screen (iOS and Android)
- Push notifications for tasks and mentions
The core CRM features, all included.
- CSV import
Assisted mapping, preview, creation of missing fields.
- Duplicates
Rules per object (tax ID, email, normalized phone) and merge with field-by-field choice.
- Global search
One shortcut, every object, grouped results, commands.
- Web forms
Public forms that create records, with redirect and anti-spam.
- Email with templates
Subject and body with merge fields, one-to-one sending, logged on the timeline.
- Files
Attachments per record, preview, versions.
- Export
CSV and Excel from any view, with the filters applied. The data is yours.
- Dashboards
Metric, chart and list blocks per page, filtered by context.