CRM for IT and software companies
Run outbound and inbound pipelines, scope and quote engagements, sign SOWs and bill recurring contracts — with AI over your whole client base.
What slows it & software services teams down
One platform for it & software services
A week inside a it & software services team
Discovery to SOW
A scoped engagement quotes by rule, the SOW signs electronically, and kickoff tasks create themselves against the account.
AMC renewals
Annual contracts surface before expiry; renewal invoices generate and reminders flow until payment lands.
The knowledge question
“Which clients raised performance complaints this quarter?” — Zuno answers with the tickets and accounts behind it.
Everything it & software services needs, included
From first touch to lasting relationship
Pipeline
Inbound and outbound deals advance by rule.
Contract
SOWs sign digitally with full evidence.
Deliver
Tickets and tasks track delivery health.
Renew
AMCs bill and renew without chasing.
IT & Software Services CRM, answered
Multiple pipelines model different motions, each with its own stages and automation.
Contracts route for ordered eSignature with crypto-secure auth codes and audit trails.
Recurring invoices generate on schedule with balances and reminders managed automatically.
Tickets carry the client’s deals, contracts and billing beside the conversation.
Zuno AI answers natural-language questions grounded in your own records.
Authenticated APIs and webhooks extend the platform with the same protections as the UI.
Multi-tenant isolation is structural — scope is enforced on every query and AI search.
See EazyCXM for it & software services
A guided walkthrough on workflows shaped like yours.