Office fit-out
Priya Shah
Discuss the fit-out scope
Pipeline Management
See where every opportunity stands.
Keep enquiries moving without chasing the team for updates. See where each quote or job stands, who’s responsible and what needs attention next.
Sales pipelineShow work for
Scroll across to see every stage.
New enquiry
Site maintenance
Tom Harris
Confirm the site details
Discussing needs
Air conditioning service
Olivia Reed
Arrange a site visit
Preparing quote
Equipment installation
Daniel Brooks
Finish the installation quote
Quote sent
Hot water replacement
Mia Thompson
Arrange installation time
Accepted
Annual maintenance
Rachel Evans
Arrange the first service
“I’d like to go ahead.”
Mia accepts her quote.
Ben records the decision.
Quote sent → Accepted
All team members. Mia has accepted her quote. Ben can record her decision. Ben remains responsible. Next action: arrange installation time.
Your process, in stages.
Name and order stages around the way your business works. Keep different processes in their own pipelines.
Clear responsibility.
See who’s responsible and when it’s due. Add a next-action field to make the follow-up clear.
The view you need.
Review progress on the board, scan the details in a table, or organise the same work by due date.
Built around your team
Make the pipeline fit how you work.
Keep the extra detail your team needs, make important opportunities easier to spot and put repeated actions closer to the record.
Custom fields
Track the details that matter to the job.
Add your own fields, choose which pipeline types use them and decide whether a value should appear directly on the board card.
Job address24 King Street
Visible on cardQuick actions
Keep repeated actions one click closer.
Create custom quick-action buttons with the name, icon and colour your team recognises, so common work is easier to reach from the record.
Quick actionFollow up customer
Tags
Make priority and type visible at a glance.
Add colour-coded tags to pipeline items so the team can quickly recognise the work that needs a different kind of attention.
VIPUrgentInstall
Route planning
Plan the visits.
Take the route with you.
Choose jobs from your pipeline, optimise the stop order and save the route for a driver and date. Open the day’s route on your phone for directions in Google Maps.
RoutesTuesday’s visits
From the Service visits pipeline.
- Route date
- Driver
- Alex Chen
- Site assessmentParramattaStart
- Equipment setupRhodesStop
- Service visitInner WestStop
- Maintenance checkSydneyFinish
Directions in Google Maps
The same stops, on your phone.
Connected to your CRM
The customer history
stays with the work.
A stage tells you where things stand. The linked customer record keeps the messages, notes and details behind it within reach, so a colleague can pick up the next conversation or visit.
Linked customer
Mia Thompson
- Enquiry
- Replace the old hot water system.
- Agreed detail
- Removal of the old unit is included.
- Opportunity
- Hot water replacement
- Opportunity assigned to
- Ben Walker
Guided Launch
Your process.
Set up with you.
Starting with spreadsheets and inboxes, or already using a CRM? We map how enquiries become work, then agree the pipelines, customer information and team access you need.
Guided Launch is the required, separately priced initial setup for a new standard plan. We agree the scope before work begins.
Talk through your setupA practical working plan
- Define the stages
- Agree what each stage means and when an opportunity should move. Use separate pipelines where the processes differ.
- Keep useful details visible
- Set up the fields, due dates, customer links and responsibilities the team needs to do the work.
- Walk through the day
- Review an enquiry, update its progress and plan a route where visits are part of your business.
Unlimited users on both standard plans. No per-user fees.
Set up follow-up when a stage changes.
A configured workflow can respond to pipeline events. Keep the stages here, and build the agreed follow-up in Automation Builder.
Before you get started
The practical
questions.
Can I use my own stages and more than one pipeline?
Yes. Create pipelines around your different processes, with named stages in the order your team follows. Sales enquiries, customer work and other processes do not have to share the same stage definitions.
Can I see one person’s work or focus on due dates?
Yes. Filter items by assigned person and use the view that suits the question: Board for progress by stage, Table for record details, or Timeline to group the work by due date.
How does route optimisation work?
Choose pipeline jobs for the run, optimise their stop order and save the route for a driver and a date. You can filter the available items by pipeline, stage, due date and assigned user, and choose the route’s start and end options.
Can the driver open the route on a phone?
Yes. The driver can open the saved route on their phone and use Google Maps for directions. The jobs remain in the pipeline, so planning the visits does not mean keeping a separate list of work.
What happens when I move an opportunity?
A stage change records progress. Use a custom field or note to record what the team should do next, and update it as the work changes. Configure agreed automated follow-up separately in Automation Builder. Moving a card does not by itself create an appointment or route.
What if we already use a CRM or specialist software?
We review your current process and tools first. Then we agree what belongs in Zapla, which data should move and what connections are available. Guided Launch gives the team a practical starting point without assuming every system should be replaced.
See it around your business
See how your pipeline
would work in Zapla.
Walk us through how enquiries become work. We’ll map your stages, responsibilities and customer information, plus route planning if your team visits customers.
Book a Call