Shipped: New custom property types
Link CRM records to companies and contacts as custom properties in Zero to map investors, connect partners, and track referrals.
New custom property types
New in Zero: link your CRM records to any company or contact as custom properties.
This flexibility helps you enhance your CRM data, uncover strategic opportunities, and build stronger business relationships.
Example use cases:
- Map mutual investors and find warm intro paths
- Connect partners to your CRM records
- Track referrals