Business Operating System - v2.4

The CRM software for small business — that runs your entire company.

Zowa replaces your spreadsheets, sticky notes and five disconnected apps. Manage clients, close deals, deliver projects, automate workflows and send invoices - all from one beautifully designed workspace.

No credit card required Setup in 2 minutes Cancel anytime
10x
faster client workflows
360 deg
client visibility, end-to-end
1
platform. every module included.
Search anything...Ctrl K
SC
Sarah
CEO
WORKSPACE COMMAND CENTER
Good morning, Sarah
Your priorities, sales movement and delivery health in one view.
1
Overdue tasks
$7.9K
Pipeline value
Priority actions
Today’s most important work
3 open
Follow up with Halcyon Group
Review delivery report
Send revised proposal
Delivery health
2 active projects
Brand Identity68%
WORKSPACE COMMAND CENTER
Good morning, Sarah
Your sales, delivery, workflow and communication priorities in one view.
3
Overdue tasks
2
Pending approvals
7
Unread inbox
1
Projects at risk
Pipeline value
$284,500
14 active deals
Won this month
$47,200
9 converted deals
Active projects
8
2 overdue
CRM base
342
28 clients
Priority actions
Items that need attention first
View tasks
Follow up with Halcyon Group re: proposal
Jun 2HIGH
Send revised contract to Northwind Studio
Jun 4HIGH
Review Q2 delivery report
Jun 6MEDIUM
Schedule onboarding call - Lumen Agency
Jun 10MEDIUM
Delivery health
Project progress, risk and workflow status
View projects
Brand Identity - Lumen AgencyACTIVE
On track
Delivery progress68%
Platform Migration - Vertex Co.ACTIVE
Needs attention
Delivery progress31%
Workflow pulse
Active delivery processes
Client Onboarding
Halcyon Group
RUNNING
Proposal Approval
Northwind
WAITING APPROVAL
Q2 Delivery Review
Operations
RUNNING
Contract Sign-off
Mosaic Health
RUNNING
Sales movement
Recently updated open deals
Halcyon Group
Brand refresh 2026
$64,000
Proposal
Northwind Studio
Annual retainer
$28,500
Negotiation
Mosaic Health
Platform rollout
$19,800
Qualified
Aperture Labs
Pilot engagement
$12,400
Lead
Verdant Co.
Sustainability site
$6,100
Discovery
Trusted by growing businesses worldwide
Northwind
Halcyon
Lumen
Mosaic
Aperture
Verdant
Skybridge
Orion
Cascade
Atlas
Northwind
Halcyon
Lumen
Mosaic
Aperture
Verdant
Skybridge
Orion
Cascade
Atlas
The pain

Sound familiar?

The everyday client-management problems we built Zowa to put an end to.

Deals falling through the cracks

Your team follows up late - or not at all. Without a shared pipeline, opportunities disappear into email threads.

No visibility across your team

You don't know what anyone is working on until it's too late. Projects slip, clients complain, and you're always catching up.

Five tools, zero alignment

Notion for docs, spreadsheets for contacts, Trello for tasks, email for deals. Your data lives everywhere - and means nothing.

The Zowa way

Everything your business needs.
One workspace.

An all-in-one business management software with every module you'd otherwise stitch together.

CRM & Contact Management

Full profiles, status lifecycle, contact scoring 0-100, activity timeline, CSV import/export, tags.

#client-management-software

Visual Deal Pipeline

Drag-and-drop Kanban, probability tracking, close date, deal value, linked contacts & companies.

#deal-pipeline-software

Project & Milestone Tracking

Project status lifecycle, budget tracking, progress %, milestone completion, linked deals and clients.

#project-management-CRM

Workflow Automation

Visual no-code builder, 9 node types, triggers & actions, approval routing, run history.

#business-workflow-automation

Invoicing & Finance

Line items, multi-currency (USD/EUR/GBP/RSD), Draft -> Paid lifecycle, PDF export, revenue reports.

#invoice-and-CRM-software

Team Roles & Security

Custom granular permissions, audit log, 2FA, active session management, role presets.

#team-task-management-CRM
How it works

Up and running in minutes

No onboarding calls. No 90-day setups. Just open it and use it.

01

Create your account

Email + verify in 30 seconds. No card.

02

Set up your workspace

Name, industry, company size - that's it.

03

Invite your team

Roles and permissions tuned to each person.

04

Start closing

Import contacts, build pipeline, track everything.

Create your free workspace
No credit card required - Forever-free plan included
Inside Zowa

Built like a tool you'd actually use every day.

Four modules - one consistent surface. Nothing is bolted on.

CRM - Client 360

Complete client visibility - from first contact to final invoice.

Every interaction, note, activity, task and deal lives on the client's profile. Linked contacts, projects and invoices. Your team always knows the full picture.

  • Contact & company profiles with linked records
  • Deal history with stage transitions and time-in-stage
  • Activity timeline - calls, notes, emails, meetings
  • CSV import / export, tags and lead scoring (0-100)
Search anything...Ctrl K
SC
Sarah
CEO
Clients/Halcyon Group
EditDel
Halcyon Group
Brand Consultancy
DETAILS
Halcyon Group Ltd.
51-200 employees
Phone +44 20 7946 0931
12 Clerkenwell Rd, London, EC1M 5PQ
PRIMARY CONTACT
MCMaya Chen
Portal access
ACTIVE ACCESS
Maya Chen
Active - Since Apr 2, 2026
Del
STATS
8
Contacts
4
Deals
3
Open Tasks
1
Overdue
Overview
Contacts
Deals
Tasks
Notes
Details
Company nameHalcyon Group
Legal nameHalcyon Group Ltd.
VAT / Tax IDGB 294 8712 19
Phone+44 20 7946 0931
IndustryBrand consultancy
Size51-200 employees
Websitehalcyon.co
AddedMarch 14, 2026
Billing currencyEUR
SourceReferral
Address12 Clerkenwell Rd, London, EC1M 5PQ
Description
Brand consultancy serving fintech and SaaS clients across EU.
Deals - Pipeline

Close more deals with a visual pipeline.

Drag deals across stages, track probability and close dates, see your entire pipeline value at a glance. Never lose track of where an opportunity stands.

  • Kanban + list view - switch instantly
  • Deal value, probability & weighted forecast
  • Custom stages and stage colors
  • Time tracking per deal, linked activities & tasks
deals / pipeline
KanbanList
Lead
3
Northwind Studio
$12.4K25%
JL3d
Skybridge Co.
$6.2K20%
MK3d
Aperture Labs
$8.2K30%
RT3d
Qualified
2
Mosaic Health
$31K45%
MK3d
Verdant Co.
$22.5K50%
AL3d
Proposal
2
Halcyon Group
$48K65%
MK3d
Orion Studio
$19K60%
JL3d
Won
1
Lumen Agency
$64.3K100%
RT3d
Workflows - Automation

Automate your processes - no code needed.

Build workflow templates on a visual drag-and-drop canvas. Nine node types including approvals, decisions and waiting steps. Triggers launch them automatically when deals move or tasks complete.

  • Visual builder powered by React Flow
  • 9 node types: trigger, action, decision, approval, wait, more
  • Trigger-based automation: stage change, due date, status
  • Full execution history with re-run and rollback
workflows / templates / lead-qualification
SavedRuns
NODES
Start
Entry point
End
Completion
Step
Standard action
Decision
Branch point
Approval
Requires sign-off
Milestone
Key checkpoint
Waiting
Pause / hold
Review
Inspection step
Optional
Skippable step
Yes
No
Start
Step
Qualify lead
Decision
Budget confirmed?
Step
Send proposal
Approval
Director sign-off
Step
Issue contract
End
Waiting
Schedule follow-up
Step
Re-qualify
9 node types
Security - Audit

Enterprise-grade security, without the enterprise price.

Every action in your workspace is logged. Two-factor authentication, active session management, granular per-module permissions and a complete audit trail - so you always know who did what, and when.

  • Audit log with rich filters and CSV export
  • 2FA required for admins, optional for everyone else
  • Active device & session management with revoke
  • Custom roles - 20+ granular permission keys
  • Built-in role presets: Sales, Delivery, Finance, Admin Lite
settings / security
Security overview
Access, sessions, portal users and security readiness.
3
Admins / owners
7
Roles
12
Portal users
2
Pending invites
0
Open issues
Open issues
Production readiness checks for this workspace.
All clear
No security issues detected in this workspace.
Two-factor authentication
Email-code 2FA is enforced when enabled for owner/admin accounts.
2FA is enabledEnabled
Confirm with your current password to change this setting.
Current password
Privileged usersManage team
JL
Jordan Lewis
Owner2FA enabled
AS
Admin2FA enabled
Active sessions
Chrome on macOS
London, UK - Active 5 min ago
Revoke
Safari on iPhone
London, UK - Active 2 hrs ago
Revoke
Recent security eventsView all
May 24, 9:14 AM
New member invited
May 22, 3:41 PM
Role permissions updated
Jordan Lewis
May 20, 11:07 AM
Team roles & permissions

Built for teams of every shape.

Pick a preset, then bend it to your org. Twenty-plus permission keys per module - none of them hidden behind a sales call.

Owner

Gold

Full control over everything

  • Billing & subscription
  • Workspace settings
  • Delete workspace
  • All module permissions
  • Invite & remove members

Manager

Purple

Run your team and your book

  • Manage contacts, deals, projects
  • View team-wide reports
  • Invite members
  • Approve workflows
  • Configure pipelines

Employee

Teal

Focused, scoped, productive

  • Assigned tasks & activities
  • Own activities and notes
  • Update deal stages
  • Log time on deals
  • Read-only on others' records
Custom roles

Build completely custom roles.

Toggle 20+ granular permissions per module. Sales, Delivery, Finance and Admin Lite presets are included - and editable.

Try it free
Client portal

Give clients their own window into your work.

Invite clients to a private portal. They see what you show them - nothing from your internal workspace leaks through. Perfect for agencies and consultancies managing multiple clients.

  • Invite clients by email - branded with your workspace
  • Set access expiry dates - revoke instantly
  • Scoped view: projects, invoices, milestones only
  • Full audit trail of every portal action
portal.zowalab.com / halcyon
Client view
YOUR PROJECTS WITH NORTHWIND STUDIO
Hi Halcyon Group
Access expires Jun 30
Brand refresh 2026
Phase 2 in review
64%Due Aug 12
Website redesign
Discovery this week
28%Due Aug 12
Recent updates
3 new
Logo variations ready for reviewToday
Invoice INV-0418 deliveredYesterday
Kick-off meeting recap shared3 days ago
Pricing

Start free. Scale when you're ready.

Every plan includes SSL, 99.9% uptime SLA and daily backups.

Free

For solo founders and freelancers

$0/ forever
Get started free
  • 1 workspace
  • Up to 100 contacts
  • Basic pipeline
  • Tasks & activities
  • Email support
Most popular

Pro

For growing teams

$29/ month
Start Pro trial
  • Everything in Free
  • Unlimited contacts
  • Team roles & permissions
  • Advanced reports
  • CSV import/export
  • Inbox messaging
  • Priority support

Business

For established businesses

$79/ month
Contact sales
  • Everything in Pro
  • Workflow automation
  • Client portal
  • Invoicing & PDF export
  • Audit log & security overview
  • API access
  • Dedicated support

All plans include SSL, 99.9% uptime, and daily backups. Cancel anytime.

From real teams

What people say when they switch.

"We replaced Notion + Trello + Pipedrive with Zowa. It took one afternoon and the team didn't even complain."

MK
Maya K.
Founder - Northwind Studio

"The workflow automation alone saved us about 10 hours a week. Approval routing is criminally underrated."

RT
Rishi T.
Operations - Halcyon Group

"Finally a CRM the whole team actually uses. The client portal sealed it for our agency."

AP
Ava P.
Director - Lumen Agency
FAQ

Frequently asked questions

What is Zowa and who is it for?
Zowa is an all-in-one business management software - CRM, projects, workflows and invoicing - built for SMBs, agencies, consultancies and growing startups (roughly 5 to 100 people) who are drowning in Notion, spreadsheets and email threads.
How is Zowa different from other CRM tools like HubSpot or Pipedrive?
Most CRMs stop at contacts and deals - you still need separate tools for project delivery, automations and invoicing. Zowa was designed as a single workspace where the CRM, your project tracking, your workflow automation and your invoicing are linked records, not separate apps glued together.
Can I import my existing contacts from a spreadsheet?
Yes. Zowa supports full CSV import and export for contacts, companies and deals, with field-mapping in the import wizard and automatic deduplication.
Does Zowa support multiple pipelines?
On Pro and Business plans you can run multiple pipelines with their own stages, colors and probability defaults - e.g. New Business vs Renewals vs Partner deals.
What workflow automations are available?
The Business plan ships with a visual no-code builder featuring nine node types: trigger, action, decision, approval, wait, notification, webhook, sub-workflow and end. Triggers include stage changes, due dates, status updates and inbound webhooks. Every run is logged and re-runnable.
Is there a client portal included?
Yes - included on the Business plan. Invite clients by email to a scoped portal that shows only the projects, invoices and milestones you choose to surface. Access can be expired or revoked instantly.
How does the invoicing module work?
Invoices have line items and tax rates, support four currencies (USD, EUR, GBP and RSD), follow a Draft -> Sent -> Paid -> Overdue lifecycle, and export to branded PDF. Revenue reports roll up automatically.
Is my data secure? What security features does Zowa have?
Every workspace gets SSL, daily backups, 2FA for admins, active-session management with remote revoke, granular per-module permissions and a full audit log of every action - exportable on the Business plan.
Can I cancel my plan at any time?
Yes - any time, no questions, no minimum term. Your data stays accessible on the Free plan or can be exported in full as CSV/PDF before cancellation.
Do you offer a free trial for the paid plans?
Pro and Business both include a 14-day free trial with no credit card required. After the trial you'll be moved to the Free plan unless you choose to subscribe.
Still wondering? Talk to the team ->
Built for ambitious teams

Ready to run your business smarter?

Join businesses that use Zowa to close more deals, deliver better projects, and keep their whole team in sync - from one place.

No credit card Free forever plan Cancel anytime