Product / Sales CRM
Sales CRM

A won deal shouldn't mean starting from zero

Leads, deals, and client companies live next to the team that will deliver the work — so when a deal is won, a project spins up automatically instead of getting lost in a handoff email.

From lead to delivered project, without the handoff gap

A won deal creates a project automatically, so delivery starts the same day the deal closes.

18Open Leads
7Deals in Pipe
3Won this month
Acme Retail Pvt LtdDeal won → Project auto-createdWon

What you get

Leads & deals pipeline

Track every lead and deal through a clear pipeline, from first contact to close.

Client company records

Shared with delivery teams, so nobody re-asks the client for information sales already collected.

Won deal → project

The moment a deal is marked won, a project is created automatically — no manual handoff.

Who uses it day to day

Sales ExecutiveMoves leads through the pipeline and logs deal activity.
ManagerSees pipeline health and picks up the resulting project.
Super AdminReviews finance reports tied to won deals.
EmployeePicks up tasks on the project created from a won deal.

Common questions

Does CRM connect to project delivery?

Yes — winning a deal automatically creates a project, so delivery can start immediately.

Is the CRM a separate login?

No — it's part of the same Mizup workspace your team already uses for attendance and tasks.

Works together with

Part of one connected workspace

This module isn't a standalone tool — it shares data with the rest of Mizup automatically.

Tasks & ProjectsWon deals become projects with tasks ready to assign. Payroll & FinanceInvoices tie back to client companies from the CRM. ApprovalsClient-related expense claims route for approval.

See leads-to-project handoff on your own pipeline

A 30-minute walkthrough with your actual team structure — not a generic slide deck.