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.

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.

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.

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.