CRM and opportunities
Standardize lead sources, stages, probability, and next actions.
- Pipeline
- SLA
- History
Service businesses
From opportunity. To delivery and renewal.
Manage leads, proposals, projects, resources, and customer care in one visible journey.
0115 years
Founder experience
0210 years
ZiniSoft serving clients
0360 / 40
Vietnam / international clients
Service businessesLive system
Operational overviewFrom opportunity.
Founder experience15 years
ZiniSoft serving clients10 years
Vietnam / international clients60 / 40
✓ Business problem before technology✓ Standardize before automation✓ Human control where it matters
Solution capabilities
Reduce the break between sales and delivery.
Every commercial commitment becomes explicit work, output, and ownership.
Proposals and scope
Connect commercial proposals to the work that must be delivered.
- Quotation
- Approval
- Scope
Delivery and resources
Track progress, ownership, and exceptions.
- Projects
- Timesheets
- Acceptance
Care and renewal
Record feedback, contracts, and the next opportunity.
- Support
- Renewal
- Customer health
One unified system
One ownership flow from sales to delivery.
Preserve context when an opportunity becomes a project.
01Opportunity
Lead · CRM
→02Commitment
Proposal · Contract
→03Delivery
Project · Resources
→04Retention
Support · Renewal
Delivery scope
Designed around the customer lifecycle.
Demand and sales
Lead sources, qualification, follow-up, and forecasting.
Proposal and contract
Versions, approvals, and scope.
Delivery
Plans, progress, outputs, and acceptance.
Customer care
Support requests, satisfaction, and renewal opportunities.
How ZiniSoft works
From a real problem to an operable system.
Three phases control scope, risk, and outcomes before expansion.
Goals and current state
Clarify what must change, along with current processes and data.
Output · Bottleneck mapPriorities and operating model
Align responsibilities, work states, and data flows.
Output · Delivery scopeAn improvable implementation
Build, integrate, and measure results before scaling.
Output · An operable systemDelivery evidence
Verified results instead of oversized promises.
One F&B operating system for 28 stores and more than 120 regular staff users serving the Vietnamese community in Australia.
About USD 2M in revenue in 2025Frequently asked questions
What to clarify before we begin.
Can it fit a company-specific process?
Yes. ZiniSoft standardizes the core and configures the differences that create value.
Can it integrate with accounting?
Yes, depending on the system, API, and required data scope.
Can we roll it out by department?
Yes, with a shared data model and integration roadmap.
Start with a real problem
You do not need to know exactly what to build.
Start with the process causing friction. ZiniSoft will help identify the bottleneck, priority scope, and an appropriate first experiment.