Introduction to Zbix CRM
Overview
Section titled “Overview”Zbix CRM brings prospect qualification, account relationships, sales opportunities, commercial documents and follow-up work into one workspace. Sales teams begin with Leads, organize customers in Accounts and Contacts, and track opportunities in Deals. Administrators configure access, sales processes, communications and operational services.
Purpose
Section titled “Purpose”Use this guide to choose the next task and understand which parts of the application affect customer records, money, or background work.
Prerequisites
Section titled “Prerequisites”-
An account created by your CRM administrator.
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Your organization’s CRM address and enabled product capabilities.
Procedure
Section titled “Procedure”-
Sign in at your organization’s assigned CRM address. For the Zbix demonstration service, use the address supplied with your demonstration account.
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Open Overview for a performance summary, then Workqueue to review immediate follow-up work.
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Use CRM to find or create a Lead, Account, Contact or Deal. Search existing records before creating a second copy.
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Use Sales for Products, Price Books, Quotes, Sales Orders, Invoices and recurring commercial agreements.
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Use Insights to review authorized reports. Ask your administrator to configure Automation and Administration features when required.
Expected result
Section titled “Expected result”You can choose the appropriate module and understand the relationship between prospect records, follow-up work and commercial documents.
Important notes
Section titled “Important notes”-
This edition documents the v1.2.0 application release. Screenshots show demonstration data captured on 28 October 2026; their counts, currencies and names are examples, not defaults.
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Available navigation depends on current permissions, enabled capabilities and configuration. A missing module does not necessarily mean a fault.
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A cloud-hosted self-hosted installation and a managed SaaS service have different operational responsibilities. The SaaS readiness reference explains the distinction.
Troubleshooting
Section titled “Troubleshooting”-
A menu item is missing: ask the administrator to check the module role, feature availability and license capability.
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A screenshot looks different: compare the installed version and organization configuration before following a changed control.
Related articles
Section titled “Related articles”Search the guides or talk to the ZBIX team.
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