CRM
Every lead,
from first touch to signed.
Capture leads from your Meta ads and forms, move them through a pipeline you control, and close with a quotation, an agreement and a signature — all on a single record.
- Meta ads and form leads captured automatically
- Sync leads back to Meta to train for organic leads
- Quotation, agreement and signature in one place
One lead, end to end
From a Meta ad straight to a signed agreement. Pick any step to jump to it.
New Lead
PipelinePipeline
MovingQuotation
DraftAgreement
From templateSign & verify
Aarav MehtaAarav Mehta · Deal
WonLeads (mo)
0
Conversion
0%
Deal value
₹0
Leads and deals in one place
The lead, the quotation, the agreement and the signature are one record — not four tools.
Every lead in one place
Meta ads, website forms and manual entries land in the same pipeline, tagged by source and owner, so nothing slips through the cracks.
Two-way Meta sync
Send converted leads back to Meta and your ad account trains on who actually buys, so it learns to bring you more organic, higher-intent leads.
A pipeline you can move
Push a lead to the next stage as it warms up, or drop a time-waster to junk. The board always shows exactly where every deal stands.
Quotations in a click
Build a quotation from your services and pricing and send it for approval without ever leaving the lead record.
Agreements from templates
Draft a service contract, NDA or retainer from a saved template with the client details already filled in.
Photo and signature capture
Capture the client photo and their on-screen signature on the agreement, so every signed contract is verified and stored.
From first touch to a moved deal
- Leads from Meta ads and forms captured automatically with their source
- Add a walk-in, call or referral by hand in seconds
- Move a lead to the next stage, or to junk, in one action
- Owner, notes and every touch kept on the lead record
Every lead sits in a stage you can see, so you always know what to work next.
Quotation, agreement, signed - all in ZarklyX
- Send a quotation built from your own services and rates
- Generate the agreement from a saved template
- Capture the client photo and signature on screen
- Signed contract stored against the lead, ready to find later
Service Agreement
SignedAarav Mehta
Before you ask
Leads flow in from your connected Meta lead ads and website forms automatically, and you can add one by hand for a walk-in, call or referral. Each lead keeps its source, owner and full history. As leads convert, you can sync them back to Meta so your ad account trains on real buyers and starts finding more organic, high-intent leads.
Yes. Set up the stages your team actually uses, move leads between them as they progress, and send anything not worth chasing to junk so the board stays clean and honest.
Build a quotation from your saved services and pricing on the lead itself, then send it for approval. It stays attached to the record, so you can always see what was quoted and when.
Generate the agreement from a saved template with the client details filled in, then capture their photo and on-screen signature. The signed contract is stored against the lead as proof.
It does. A won deal can flow into projects, invoicing and the client ledger, so the same client record runs from first lead to paid invoice without re-keying anything.
Stop losing leads between the ad and the invoice
Capture, qualify, quote, sign and close on one record — in the same place as the rest of your agency. See it against your own pipeline in a short walkthrough.