
Client Passport and Influence Map
Know who in the company decides and who holds things up, and who to start with. Every next step has a date.
Ready-to-use ZA GROUP systems for sales, clients, research and management. A file on your own computer: no cloud, no subscription, no dependence on other people’s servers.
Your client base and deals live in your own file on your own computer, not on someone else’s server.
Does not depend on the internet, other people’s servers or service outages. Open the file and work.
You pay once. Nobody can raise the price or switch off your access.

Know who in the company decides and who holds things up, and who to start with. Every next step has a date.
| Parameter | Value | Status | Deadline | Owner |
|---|---|---|---|---|
Deals do not stall: you see the funnel, the revenue forecast and where to start your day. One payment instead of a subscription from about $19 a month.
| Parameter | Value | Status | Deadline | Owner |
|---|---|---|---|---|
See which services bring in money and who is due a call. One payment instead of a subscription from about $19 a month.
| Parameter | Value | Status | Deadline | Owner |
|---|---|---|---|---|
See revenue, margin and average order, and which orders are stuck. One payment instead of a subscription from about $19 a month.
Prepares the deal: who decides and what to offer.
Runs the deals. A company that agrees moves here from the handoff list.
Takes clients from the CRM and shows who to retain.
No need to fill in the same thing several times. Everything works with minimal effort.
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