Shopify handles the sale.Zero-In runs what comes after.

Zero-In is the post-checkout operating system for operationally complex Shopify businesses. Quotes, proposals, projects, payments, team workflows, and client communication — all connected in one system of record.

View the Zero-In System →

Click to zoom in

Dashboard

February 2026 — Summit Customs

7D

30D

90D

YTD

All

Revenue (30D)

$47,200

▲ 18% vs last month

Pipeline Value

$87,450

▲ 22%

Avg. Job Value

$7,288

▲ 12%

Close Rate

74%

▲ 8pts

Avg. Days to Close

4.2

▼ 1.3 days faster

Monthly Revenue

Last 6 months — collected revenue

Revenue by Category

Project type breakdown — trailing 90 days

$142K

Total

Dining Tables — $49,700 (35%)

Conference/Desks — $28,400 (20%)

Custom Builds — $24,140 (17%)

Bed Frames — $14,200 (10%)

Other — $25,560 (18%)

Recent Activity

Payment received — Jason Torres paid $3,100 deposit

2 hours ago

New quote request — Morgan Hayes, Live Edge Walnut Table

3 hours ago

Proposal sent — Brava Studios, Reception Desk 96"

Yesterday

Build completed — Custom Media Console moved to QC

Yesterday

Review received — Lauren Wu left a 5-star Google review

2 days ago

Upcoming Deadlines

Feb

11

Sideboard — Brennan

White glove delivery

Delivery

Feb

14

Floating Vanity — Nguyen

Client pickup

Delivery

Feb

20

Morgan Hayes

Deposit due on approval

Payment

Feb

21

Blackened Steel Console

Target completion

Deadline

Feb

27

Bar Top — G&S Restaurant

Install date

Delivery

Top Clients (90D)

Taylor Brooks

Designer · 7 projects

$48,200

Jordan Patel

Designer · 5 projects

$37,600

Lauren Wu

Architect · 4 projects

$31,400

Brava Studios

Commercial · 2 projects

$24,500

Justice HQ

Commercial · 1 project

$22,800

You're running your business
across five tabs

Shopify handles the storefront. But the moment an order requires a quote, a custom spec, a milestone payment, or a build schedule — you're on your own. So you patch it together: a spreadsheet for tracking, Stripe for invoicing, email for client updates, a shared drive for photos, and QuickBooks for the books. None of it talks to each other.

At the end of every day, you're still not sure if you missed something — because no single tool has the full picture. A $4,150 quote sits for three days and nobody notices. A client messages about their project and the reply falls through the cracks. A milestone payment should have gone out last week but the spreadsheet didn't remind anyone.

When your average project is $5,000 or $50,000, the stakes are different. A missed follow-up doesn't just lose a sale — it loses the referral network that comes with high-value buyers. Generic tools don't understand this. They're built for volume, not value.

Built for what Shopify
doesn't handle

Zero-In is shaped by the realities that define operationally complex Shopify businesses — where every project is unique, every quote is a commitment, and every client expects precision from first contact to final delivery. See the full Zero-In System →

// zero-in.config
const pipeline = {
  stages: ['quote',
    'deposit',
    'production',
    'delivery'],
  sync: true,
  portal: {
    client: enabled,
    tracking: live
  }
};

Purpose-built for complex
operations

+

Designed to save
you time

+

+ Create

Crafted for the client
experience

+

Intelligent operations

Your daily
command center

The Zero Point. Every morning, it analyzes your entire business and surfaces the three actions that will move the needle most. Not a list of everything. Not a dashboard of metrics. The specific moves — with dollar values attached — that deserve your attention right now.

Powered by True North Intelligence. Day one, it works on rules — pending quotes, unanswered messages, outstanding balances. As you build operating history, True North learns your patterns. The insights get sharper. Your business gets easier to run.

Action Items9 items

Ready for Delivery

2 builds waiting on client

2

New Quote Requests

3 from Custom Studio

3

Awaiting Response

Client waiting on you

2

Deposits Received

Ready to start build

1

Balances Due

3 builds outstanding

$9,095

Click to zoom in

The Zero Point

Your 3 highest-impact moves. Every day.

High Priority

$18,500

At Risk

Follow up with Mike Rodriguez — Faze Clan

Custom 12' conference table proposal sent 4 days ago. No response yet. Quote includes reclaimed sycamore top ($6,200), hand-forged steel base ($4,800), finishing ($3,500), and delivery ($4,000).

💡 78% of your quotes that close do so within 5 days. Day 4 is the optimal follow-up window.

Revenue Opportunity

$9,095

Collectible

2 completed builds — balances outstanding

Caroline L.'s walnut dining table — $4,247.50 balance. Rachel N.'s floating vanity — $2,400 balance. Tom & Lisa's sideboard — $2,447.50 balance. All marked "Ready" or "QC" for 3+ days.

💡 Builds sitting in "Ready" for 5+ days historically lead to 2.3x more follow-up messages. Collect now.

New Quote Request

3 hrs

Since Submitted

New custom quote — Live Edge Walnut Table

Morgan Hayes submitted via Custom Studio portal. Wants a live edge walnut dining table, 84" × 38", with black steel base. Uploaded 3 inspiration photos. Budget not specified.

💡 Responding within 4 hours increases close rate by 35%. Average custom dining table: $7,200.

Your highest-impact moves

Real-time visibility into everything that matters. Pipeline value, close rates, active builds, and completed work — all updating as your business moves. Better data leads to better decisions. Better decisions lead to a more profitable business.

$87,450

Pipeline

▲ 22%

12

Active Builds

3 new

74%

Close Rate

▲ 8%

5

Completed

this month

System architecture

How it all connects

Your Shopify site stays exactly as-is. Zero-In plugs in as the operations layer — connecting your storefront, your clients, your team, and your accounting into one system.

See the full architecture ›

Customer-Facing

🛒

Shopify Storefront

Your existing website. Product catalog, standard checkout, SEO, brand. Nothing changes here.

Stays As-Is

✦

Custom Studio Portal

Branded portal at your custom domain. Quote requests, client login, project tracking, proposals, invoices, messaging.

New — Built by Zero-In

Orders + Customers

▼

▲

Quotes + Status + Invoices

▼

Operations Hub

⬡

Zero-In Admin Console

The command center. Pipeline management, proposal builder, invoicing, CRM, conversations, time tracking, calendar, employee management, email campaigns, dashboard analytics, and The Zero Point — your AI-powered daily priorities.

New — The Platform

Invoices + Payments

▼

Accounting

☰

QuickBooks

Invoices and payments push to QB automatically. Customer records stay synced. Your accountant sees everything as usual — nothing changes for them.

Stays As-Is — Auto-Synced

→

What Changes on Your Shopify Site

One link swap. Your existing "Get My Custom Quote" buttons currently point to a basic Shopify form page. We redirect those to the Custom Studio portal instead. That's it. No theme changes, no code changes, no downtime. Everything else on your Shopify site stays exactly the same.

Orders

Standard catalog purchases made through Shopify checkout. These sync automatically to Zero-In — customer info, product details, payment status. Visible in the Orders list for fulfillment tracking.

Shopify Checkout → Auto-Sync → Zero-In Orders

Projects

Custom builds that go through the full lifecycle — quote request, proposal, deposit, build tracking, progress payments, delivery. These live on the pipeline Kanban and have full detail pages with time tracking.

Custom Studio Form → Pipeline → Full Lifecycle

End-to-end workflow

From quote request to delivery

One system handles the entire lifecycle. Customer submits a quote. You build a proposal. They approve and pay. You track the build. They watch progress. You invoice. QuickBooks syncs. Every step. Every screen. One system.

View the Full System in Detail →

01

Quote Request

Customer submits through your branded portal — lead, project, and notification created automatically.

02

Prioritization

The Zero Point surfaces exactly what needs attention — ranked by revenue impact, with automated follow-ups so nothing goes cold.

03

Proposal

Build and send professional proposals — Fixed Price or Time & Materials — with pricing intelligence from your own historical data.

04

Approval & Deposit

Client approves in their portal, pays the deposit — invoice auto-generated and synced to QuickBooks. Zero manual entry.

05

Build Tracking

Pipeline, team time logging, progress photos — with real-time budget to actuals. Your client watches progress from their portal.

06

Milestone Payments

Invoices auto-generated based on real-time progress and the payment terms you defined. Sent, paid, and synced — automatically.

07

Completion & Delivery

Final payment collected, books closed, delivery scheduled. Full project history archived and searchable forever.

08

Follow-Up

Automated review requests, CRM tagging, re-engagement campaigns. The relationship doesn’t end at delivery.

Entry Point B

Standard Shopify Orders

Not every project starts with a custom quote. When a customer places a standard order through Shopify checkout, a webhook fires and the order appears in your Zero-In Orders list automatically — customer info, product details, payment status, all populated. The customer is added to (or updated in) your CRM.

If the order needs additional production or fulfillment, it can be promoted to a full Project and enters the pipeline at "Deposit Rec'd" (since Shopify already collected payment). It goes straight to production — no proposal step needed. From there, it flows through the same build tracking, time management, and delivery process as custom builds.

What This Replaces

Before

Every Shopify order manually entered into your CRM and spreadsheets. Every. Single. One.

After

Automatic. Shopify order data flows into Zero-In the moment the customer checks out.

The Ecosystem

Beyond the workflow

The step-by-step flow is the backbone. But the platform includes an entire ecosystem of tools that power your day-to-day operations — CRM, campaigns, conversations, analytics, and team management.

Explore the Platform ›

Analytics

Dashboard & Reporting

Replaces your spreadsheet projections. Revenue by period, pipeline value, average job value, close rate, days to close. Revenue breakdown by furniture category. Top clients by spend. Team utilization hours. All real-time, all in one view.

Revenue by category — Dining tables vs. conference tables vs. desks. See where your revenue comes from and what's growing.

Activity feed & deadlines — Recent activity and upcoming deadlines in one glance. Top clients ranked by spend.

Time-range filtering — Toggle between 7-day, 30-day, 90-day, YTD, and all-time views. Spot seasonal trends and compare performance across periods.

Click to zoom in

Relationships

CRM & Segmentation

Every client — residential, commercial, designer, architect — is automatically segmented and targetable. See complete history: every conversation, every order, every preference. No more manually building databases.

Smart segments — Residential, Commercial, Designer, Architect. Auto-tagged based on behavior and order history.

Full client history — Conversations, orders, proposals, invoices, and preferences all on one profile page.

Lifetime value tracking — Total spend, project count, average job value, and referral source for every contact. Know exactly who your best clients are.

Click to zoom in

Communication

Conversations Hub

Every client conversation in one place. When a customer submits a quote, a conversation thread opens automatically. Messages are threaded by project — so you always find the thread where Caroline mentioned she wants the live edge facing outward.

Project-linked threads — Every conversation tied to its project. View alongside specs, proposals, and payments.

Client portal messaging — Clients message from their portal. No scattered texts, emails, and DMs.

Internal notes — Add team-only notes to any conversation thread. Coordinate with your shop without the client seeing it.

Click to zoom in

Outreach

Email Campaigns & Automations

Targeted email campaigns by client segment. New conference table capabilities → send to Commercial + Architects. Q4 portfolio → Designers. Plus automated sequences: 90-day check-ins, post-delivery review requests, 72-hour quote follow-ups.

Built-in automations — Welcome series, proposal follow-ups, review requests, re-engagement, and designer inactivity check-ins.

CAN-SPAM compliant — Unsubscribe management built in. Open rate and click rate tracking on every campaign.

Segment targeting — Send to any CRM segment or custom list. Past clients, designers who haven't ordered in 6 months, commercial accounts — one click.

Click to zoom in

Configuration

Settings & Configuration

Your system. Your rules. Zero-In adapts to how you operate. Customize pipelines, payment logic, automation, notifications, and integrations — without bending your process to fit the software.

Pipeline & status customization — Define your own stages, order statuses, and conversation states with labels, colors, and "requires action" flags.

Automation rules — Triggers, conditions, and actions replace manual chasing. Eight rules out of the box — extend or replace them as needed.

Integrations — Shopify, QuickBooks, Stripe. Data syncs automatically once connected. Your accountant sees everything in QB as usual.

Click to zoom in

Who this is for

Does your order
become a project?

If what happens after checkout involves quotes, approvals, build schedules, milestone payments, or client communication — you're who we built this for. Custom furniture, made-to-order goods, high-ticket items requiring consultation, B2B with specs and staging, service-adjacent products with installation or customization.

The qualifying signal isn't "custom." It's complexity. If Shopify handles the sale but not the work that follows, Zero-In is your operations layer.

Click to zoom in

Project detail view

Integrates seamlessly with the tools you already rely on.From your storefront to your books — connected from day one.

🛒

Shopify

Orders & customers

☰

QuickBooks

Invoices & payments

◉

Stripe

Deposits & billing

✉

Email

Campaigns & automations

Your craft is world-class.
Your operations should be too.

View Pricing Book a Discovery Call

Purpose-built for complex operations

Zero-In was designed for one thing: to give operationally complex Shopify businesses a system that actually fits how they work. Every feature is intentionally built to help high-value sellers focus on what they do best — delivering exceptional products and experiences to their clients.

Because of its fit-to-purpose design, Zero-In is incredibly easy to adopt, but grows more powerful as you scale. It's principled where it needs to be, but provides enough flexibility to adapt to your operation's unique way of working.

This isn't a CRM with a pipeline bolted on, or a project management tool with invoicing duct-taped to the side. Zero-In is a unified system where every piece connects — your branded client portal feeds your pipeline, your pipeline feeds your time tracking, your time tracking feeds your invoicing, and your invoicing syncs to QuickBooks automatically. One entry point, zero re-keying.

Your Shopify storefront stays exactly as-is. Zero-In plugs in as the operations layer — connecting your storefront, your clients, your team, and your accounting into one system. Orders sync automatically. Customer records flow both ways. Your accountant sees everything in QuickBooks as usual — nothing changes for them.

We believe that this approach creates a better way to run a complex operation. And the businesses that have switched agree.

4→1

Systems replaced

0

Manual data entry

85%

Less admin time

100%

Shopify synced

Designed to save you time

Zero-In is built in pursuit of operational speed. With its automation-first design, real-time sync, and zero-friction workflows, it delivers a focused experience ideal for fast-moving operations.

Every morning, The Zero Point analyzes your entire business and surfaces the three actions that will move the needle most. Not a list of everything. Not a dashboard of metrics. The specific moves — with dollar values attached — that deserve your attention right now. A quote sitting for 4 days? The system knows your close rate drops after day 5. A lead that hasn't responded? At 72 hours, an automated follow-up goes out from your inbox.

Automatic order intake from Shopify. Auto-generated invoices synced to QuickBooks. For T&M projects, team members log hours against specific builds — the system calculates costs in real time based on each person's rate. Running totals show estimated vs. actual hours. You'll see at a glance if a build is on budget or going over — before it's too late.

Every status change is automatic. When a customer pays, the project advances. When a build hits a milestone, the invoice generates. When you reply to a message, it drops off your priority list. You're not managing states — the system handles it based on your actions.

For us, speed is not just an afterthought. It's our most important feature.

2x

Faster invoicing

72hr

Auto follow-up

Crafted for the client experience

We believe that there is a lost art of building software for the people who actually use it. A craftsmanship that yields products of an exceptional, almost magical quality.

The Custom Studio is the front door to your custom business. A branded portal at custom.yourdomain.com where clients submit custom quote requests with furniture type, dimensions, comments, and inspiration image uploads. Everything flows directly into your admin pipeline — zero manual entry on your end.

Returning clients log in to see a visual build timeline showing current stage, progress photos uploaded by your team, their proposal with specs and pricing, invoice status with online payment, a direct message thread, and past completed projects with full history. No more "where's my table?" phone calls.

What stays private: internal team notes, cost breakdowns and margin data, time tracking and labor hours, other clients' projects, pipeline views and admin tools, employee rates and overhead. Your clients see a premium experience. You keep full operational visibility behind the scenes.

A tool that abstracts away any impurity that stands in the way between the creator and their client. Bringing back product experiences of the highest level of quality.

24/7

Client self-service

100%

Your branding