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
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.