Bring Pipeline Clarity to Any Module—Not Just Deals
Add custom pipelines and milestone stage tracking to any Zoho CRM module—Projects, Vendors, Operations, Onboarding, and more.
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Why You'll Love It
01
Flexible Stage Mapping
Create milestones for any module, beyond just Deals or Opportunities. Ideal for operations, vendor workflows, project tracking, and more.
02
Standardized Processes
Use repeatable pipelines and milestone templates to keep your workflows consistent across departments.
03
Automated Subtasks
Set subtasks for each milestone that automatically are added when a new record is created, keeping work on track.
04
Integrated Task Management
All tasks sync with Zoho CRM’s task system and link to the right users and records.
05
Deadline & Progress Tracking
Set deadlines, reminders, and assignees to keep projects moving forward.
Common Use Cases
Project Delivery
Track each project phase for smooth, on-time completion.
Operational Tracking
Manage recurring tasks like maintenance or audits with clear stages.
Client Onboarding
Ensure a smooth onboarding process from start to finish..
Vendor Management
Streamline vendor reviews and onboarding with structured milestones.
Consulting Services
Manage client engagements with consistent milestones.
HR Processes
Standardize employee onboarding, offboarding, and transitions.
Compliance & Approvals:
Track approvals and regulatory reviews step-by-step.
Accounts Receivable
Monitor invoice stages and automate follow-ups to improve collections.
Simple, Transparent Pricing
User Plan
Account Plan
For Enterprise teams over 100+ Users. Added to all licenses.
Use Case in Mind?
Fill out the form with your use case or business process, and we’ll show you how to set it up in Zoho CRM.