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.

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Milestone tracker UI mockup

Used by commercial real estate teams to manage complex internal workflows

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Key Features

01

Milestone-Based Tasks

Automatically link tasks and subtasks to each milestone.

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02

Operational Stage Tracking

Use stages that reflect real operational steps instead of sales stages.

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03

Clear Ownership and Deadlines

Assign owners and due dates for every step in the process.

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04

Cross-Team Progress Visibility

Track progress across teams and workflows in one place.

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05

CRM-Friendly by Design

Works alongside Zoho CRM without interfering with deal pipelines.

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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.

Our Partners

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Pricing

Free Trial for 30 Days, after $10/mo
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If your workflows don’t fit inside a deal pipeline, track them properly.

Try it for free  →