Zapiy Platform Tutorials & Feature Updates

Lost Deals, Found Answers: Tailor Your Sales Strategy with Custom Insights

Lost Deals, Found Answers: Tailor Your Sales Strategy with Custom Insights

Gloria Briones
Published on: 21/03/2025

Zapiy's Custom Lost Reasons for Opportunities feature allow you to get a real-time picture of your sales pipeline, adjusting your approach before you even encounter similar obstacles in the future.

SalesSmart CRM
Take Control: Instantly Charge and View Customer Payments in Your CRM

Take Control: Instantly Charge and View Customer Payments in Your CRM

Gloria Briones
Published on: 19/03/2025

Zapiy now allows you to integrate your payment processing directly into your CRM. This doesn’t just streamline the process—it creates a seamless workflow, so your team spends less time tracking payments and more time doing what they do best.

Smart CRMPayments & Invoicing
Control the Flow: Easily Record Partial Payments on Every Invoice

Control the Flow: Easily Record Partial Payments on Every Invoice

Gloria Briones
Published on: 17/03/2025

By adopting a straightforward approach to recording partial invoice payments, you not only make it easier for your customers to pay but also take control of your accounts receivable with confidence.

Payments & InvoicingIntegrations
Supercharge Your Emails with New Content Tools in the Builder!

Supercharge Your Emails with New Content Tools in the Builder!

Gloria Briones
Published on: 13/03/2025

Content AI is transforming the way businesses approach email creation by introducing tools that make content optimization faster and more intuitive. Marketers can now craft emails that are not only more effective but also more engaging.

Zapiy AIEmail Marketing