Zapiy Platform Tutorials & Feature Updates



CRM Contact Update: A Smarter Way to Track Transactions, Invoices & Subscriptions

CRM Contact Update: A Smarter Way to Track Transactions, Invoices & Subscriptions

Gloria Briones
Published on: 23/05/2025

Zapiy's Transactions, Invoices & Subscriptions In The CRM Contact update offers a centralized approach that simplifies how you manage billing processes and monitor financial status across your business.

Smart CRMPayments & Invoicing
New Zapiy Update: Embed Custom Objects Into Dashboards

New Zapiy Update: Embed Custom Objects Into Dashboards

Gloria Briones
Published on: 29/04/2025

With our latest CRM Dashboard update, users can now seamlessly embed rich, external content directly into their dashboards—unlocking a new level of flexibility and interactivity. This powerful new feature supports embedding reports from Google Data Studio, Tableau Cloud, Tableau Server, Power BI, and more.

Business DashboardSmart CRMIntegrations
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