Sales Pipeline
Turn opportunities into revenue.
AI SALES MANAGEMENT
Manage your pipeline, proposals, estimates, invoices, and payments in one connected workspace—powered by AI that helps your team understand what’s happening and take action.
One connected workflow for the entire sale.
From Opportunity To Payment
Track opportunities through every stage with a clear view of deal activity, pipeline value, upcoming opportunities, and what needs attention.
Pipeline Management
Manage deals through your sales process with stages, values, activities, contacts, and next steps connected.
Proposals & Estimates
Create professional estimates and proposals, track their status, and keep them connected to the opportunity behind them.
Invoices & Payments
Create invoices from the same customer context, track balances and payment status, and see what has been paid, pending, or overdue.
Opportunity → Proposal → Invoice → Payment
Turn sales data into decisions.
AI Sales Intelligence
AI CRM Assistant
Zylen’s AI understands the pipeline, customer activity, revenue, invoices, and sales history already in your workspace. Ask questions in plain language, uncover what needs attention, and turn business data into useful outputs—without building reports or searching through records.
- Which deals are most likely to close this month?
- Which opportunities have gone quiet?
- Show me our outstanding invoices.
- How did sales perform over the last 30 days?
Get answers, summaries, reports, presentations, and follow-up actions from the same business context.
One business context. Intelligence when you need it.
See performance without building reports.
AI Powered Analytics
Understand the numbers behind your pipeline and revenue with AI-powered reporting.
Pipeline
Deal value, stages, movement, and opportunities requiring attention.
Forecasting
Understand potential revenue based on opportunities already in your pipeline.
Conversion
See how deals move, where they stall, and what closes.
Revenue
Closed sales, sales activity, and performance across your business.
AI agents built to move the sales pipeline forward.
Automate Sales Workflow
Most sales automation handles individual tasks. Zylen agents can work across the pipeline—using customer context, deal activity, and business data to execute multi-step sales workflows.
Agents can qualify opportunities, monitor deal activity, prepare follow-ups, generate reports, update CRM records, and surface what needs attention.
Purpose-built for the sales workflow
Each agent can be designed around a specific stage or recurring sales process, with access to the information and tools it needs to complete the work.
Autonomous, within your control
Define the instructions, conditions, and actions. Agents handle the execution while your team stays in control of what they can do and when they do it.
Connected to your business context
Agents work with the same CRM, pipeline, customer, and sales data your team already uses—so actions are grounded in your business, not isolated from it.
Your sales pipeline doesn't work alone.
Connect your sales pipeline with customer context, AI, marketing, and content—so information flows across Zylen and your team can act without switching between disconnected tools.
Your sales operation, working as one.
When pipeline, customer context, financial activity, and AI work from the same business data, your team spends less time managing the process—and more time advancing it.
See what’s happening. Know what matters. Act without the busywork.
Built For The People Doing The Work
Whether you’re managing clients, closing deals, or growing a sales team, Zylen brings the customer context and commercial workflows together—so your business can move from opportunity to revenue with less friction.
Service Businesses
Connect opportunities, proposals, invoices, payments, and customer relationships from the first conversation to the final payment.
Consultants & Freelancers
Manage prospects, proposals, follow-ups, and payments alongside the customer context that helps you win and retain more business.
Growing Teams
Give your team one shared view of pipeline, customers, revenue, and the actions needed to keep opportunities moving.