Settings & mobile
This page covers the rest of the setup that makes Zinye CRM yours — your team, your integrations, and the mobile app.
Invite your team
Section titled “Invite your team”Add the people who’ll work the pipeline:
- Open Settings → Users (or Invite Users).
- Enter each person’s email and send the invite.
- They set a password and sign in.
Everyone shares one up-to-date pipeline, so handovers are clean.
Connect phone and messaging
Section titled “Connect phone and messaging”Zinye CRM can connect to the tools you already use to talk to customers:
- Phone — connect a provider (such as Twilio or Exotel) so calls are logged against the lead or deal, and reps can call from within the CRM.
- WhatsApp — message customers from a deal and keep the thread on the record.
Ask support to set these up for your site.
Use the mobile app
Section titled “Use the mobile app”Zinye CRM has a mobile app, so your team can update leads and deals between meetings — that “parking-lot update” right after a call, while it’s fresh. Ask support how to install it.