Track real business milestones beyond deals and pipelines
Milestone Tracker helps teams manage internal processes, projects, and non-deal workflows using structured stages and tasks, all inside Zoho CRM.
Used by commercial real estate teams to manage complex internal workflows
Key Features
02
Operational Stage Tracking
Use stages that reflect real operational steps instead of sales stages.
Learn more →03
Clear Ownership and Deadlines
Assign owners and due dates for every step in the process.
Learn more →05
CRM-Friendly by Design
Works alongside Zoho CRM without interfering with deal pipelines.
Learn more →Use Cases
01
Track vendor and internal processes
Manage vendor onboarding, approvals, or compliance workflows using milestones.
02
Manage acquisition and deal sourcing workflows
Track internal acquisition steps that are separate from investor or sales pipelines.
03
Implementation and onboarding tracking
Break large projects into clear stages like access, migration, configuration, and review.
04
Operational workflows
Track multi-step processes that require accountability across teams.
Technology partners
If your workflows don’t fit inside a deal pipeline, track them properly.
We will review your CRM, automations, and workflows, show you what is leaking revenue, and map the build plan to fix it.