Building a sales pipeline on Zivvy Free

Zivvy Free is intentionally narrow: CRM basics, items, and simple orders with a soft cap of two system users. That is enough for a founder and one seller to share a real pipeline.

A simple weekly rhythm

• Monday — review open opportunities and next actions
• Throughout the week — log every serious lead the same day
• Friday — convert won deals to orders; archive noise

Portal without opening the desk

When customers need read-oriented visibility, use portal-style sharing instead of handing out full workspace access. That keeps Free seats for people who actually operate the system.

Know the upgrade line

If a third teammate needs write access, or you need accounting and stock, move to Pro. Do not stretch Free with shadow spreadsheets — that recreates the problem you left.