Dashboards & Insights
One unified suite of dashboards that keeps your entire firm aligned - clients, staff, operations, revenue, orders, and daily sales, all in real time.
Why firms use it.
See the whole firm
Practice, CRM, sales and reporting dashboards in one place.
Live data
Dashboards read your current records, so nothing is stale.
Role-aware
Each person sees what they are allowed to see.
Drill in
Click through to the clients and work behind each number.
Questions
Analytics, CRM, Sales, Staff Workload and the Report Center.
More in Platform.
Custom Fields
Capture the Firm-Specific Data You Actually Need. Define additional fields for supported records so ZentroBiz reflects the information your firm needs to manage.
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Desktop Workspace
A Desktop Experience. Inside Your Browser.
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Integrations Hub
Connect payments, communication, tax software, document management, cloud storage, and AI services — all from one unified dashboard. ZentroBiz works with the tools your firm already trusts.
Learn more ›See Dashboards & Insights in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.