My Dashboard3 min agoExport+ Add
Pipeline$248kâ–² vs prior
Win rate18%â–² vs prior
Tickets76â–¼ vs prior
Deals by Stage
Tickets by Priority
Exporting to spreadsheets every Friday
Dashboards update in real time, straight from your records.
The whole business, on one screen
Marketing, sales and support data in one place, so your reports show what's really driving revenue.
4.9
Rated out of 5 byteamsTrusted by 200K+ companies in 92 countries
Only 49% of business leaders can reliably get timely insights from their data
Source: Salesforce, State of Data and Analytics, 2025. Survey of 3,852 line-of-business leaders in 18 countries.
Ask ZinnectCopilotNo analyst wait
Prompt
Ask anything about your data…
Waiting on an analyst
Ask a question in plain language and get the chart back.
Settings/Scheduled Reports
Delivery Schedules
20 / 30+ CreateWeekly pipeline
PipelineWeekCSAT digest
CSATWeekMonthly revenue
RevenueMonthReports nobody opens
Scheduled reports land in the right inbox at the right cadence.
See Zinnect CRM in action
Book a 30-minute demo and see how Zinnect connects enrichment, prospecting, and workflows from one live customer record.
Dashboards
Build the view each person needs
From a rep's pipeline to a leadership view of the whole customer lifecycle. Drag, drop and publish.
Add charts, tables and KPIs, then group them into columns that make sense for your team.
Dashboards
+ Add WidgetPick reports and KPIs to build your dashboard
Describe the dashboard you want and Zinnect builds it for you to adjust.
Reports Across Every Team
The numbers each team actually runs on
Marketing
Campaign performance, ad spend to closed revenue, lead source and form conversion.
Pipeline by stage
Sales
Pipeline by stage, forecast, win rate and deal velocity.
Support Metrics3 min ago
+ Add widgetThis month â–¾+ Add filter
CSAT
0.0
â–¼ 0.1
Open
0
â–² 9.4%
FRT
0m
â–² 11%
SLA
0%
â–² 2.1%
By Channel
By Priority
Support
Ticket volume, first response and resolution time, SLA compliance and CSAT.
Account Health29 accounts
18Healthy
7Renewal
4At risk
Acme CorpExpansion +$48k
92
HealthyHelix LabsDue in 12 days
71
RenewalNova Systems3 open tickets
44
At riskSummit RetailNPS 9 · active
86
HealthyAccount Management
Account health, renewals coming due, and churn and expansion signals.
Ask for a Chart
Questions in, charts out
Ask a question and get the answer as a chart you can save, share or pin.
"Which accounts are generating the most tickets this quarter?"
Prompt
Acme and Helix drive the most tickets this quarter — 72 and 70 respectively.
SharePin to dashboard
Period over period, team against team, rep against rep.
Turn any answer into a permanent dashboard widget.
Report Builder & Scheduling
The right report, in the right inbox
Build a report once and Zinnect delivers it on whatever schedule you set.
Pick reports into a dashboard, name it, then add KPIs and charts as you need them.
Dashboards
+ Add WidgetPick reports and KPIs to build your dashboard
Weekly pipeline summaries, daily backlog digests and monthly CSAT rollups, sent automatically.
See where the quarter is headed based on stage and historical close rates.
Enterprise Grade Security
Keep your company's data secure and compliant with industry-leading security standards and certifications.
SOC 2 Type II
ISO 27001
GDPR
HIPAA
