Clients & CRM
Know which clients need you before they tell you
Every account's contacts, sessions, emails and invoices on one page. A traffic light from each session's scores shows who's thriving and who's at risk.
For EOS Implementers
Your whole practice. One place.
Clients, sales pipeline, tasks, sessions, email and invoicing — built by an EOS Implementer, for EOS Implementers. So your days go to the room, not the admin.
Free during the beta. Implement well.
becomes
hub.venzy.com/clients/harbor-logistics
Keystone AdvisorsDashboardAccountsPeopleCalendarPipelineTasksInboxRevenue
Harbor LogisticsSolid · 4.1
Next session
QuarterlyTue 10/13
In person · Nashville$7,000
Tasks
Send pre-session emailFri
Confirm hotel10/9
Email
Re: Q4 Rocks draft2h
Scorecard questionTue
Invoices
#1042 QuarterlyPaid
#1057 QuarterlySent
Who it's for
Built for the whole practice
Implementers
See your quarter at a glance: who's next, who needs attention, and what you've earned.
Practice managers
Run the business side — scheduling, invoicing, follow-ups — and decide who sees what.
Assistants
Handle calendars, contacts and follow-ups, with access to just the pages they need.
Why one place
One place instead of eight tabs
Most practices run on a CRM, a task app, a calendar, an inbox, a spreadsheet and QuickBooks — and the practice lives in the gaps between them. Venzy puts it on one record: open a client and their deals, sessions, tasks, emails and invoices are already there.
- Instead of:
Working out of the EOS CRMClients & pipeline
Clients, contacts and a sales pipeline from first call to Focus Day.
- Instead of:
A separate task appTasks that know the client
To-dos tied to the client and session they're about.
- Instead of:
Inbox tabsYour Gmail, inside
Read and reply next to the client you're emailing.
- Instead of:
A scheduling spreadsheetOne calendar
Every session, travel day and protected day together.
- Instead of:
Chasing invoicesInvoicing on delivery
Sessions invoice through QuickBooks, and payments track themselves.
- Instead of:
A planning spreadsheetThe year you want
Capacity, forecast and the EOS Life you're aiming for.
How it connects
Everything a practice runs on
Sales pipeline
From first conversation to first Focus Day
Track prospects through each stage, schedule the 90 Minute Meeting, and convert a prospect to a client without re-typing a thing.
Calendar & sessions
Your year of sessions, the way you actually work
Focus Day through Annual Planning, with travel days and your own protected days built in. Book a whole year of Quarterlies at once.
Money & planning
Invoice the day you deliver. Plan the year you want.
Session and travel fees go straight to QuickBooks. Revenue, capacity, forecast and the EOS Life calculator show where the year is heading.
Getting started
Up and running in an afternoon
- Step 1
Bring your history
Export three reports from the EOS CRM and import your clients, contacts and past sessions. Duplicates are caught, and one click undoes it.
- Step 2
Follow the checklist
Getting started walks you through practice details, session days, Gmail, calendar and QuickBooks.
- Step 3
Make it yours
Your practice name and logo, your fees, your days.
“Venzy is the system I run my own EOS practice on every day. When something slows a practice down, it gets fixed.”
Your data
Your practice's data stays yours
Walled off. Every practice is separate from every other — no shared client lists, ever.
Encrypted connections. Connected accounts use their own secure sign-ins.
You decide access. Choose what each person on your team can see.
Undo and export. Imports can be undone, and your data can be exported.
Private beta
Free while we're in beta
Sign up and set up your practice yourself, or book a demo for hands-on setup with Lyn. Beta practices help shape what gets built next — and when beta ends, you'll get plenty of notice and a founding-practice price before anything changes.
$0during beta
Questions
Questions implementers ask
Does it replace the EOS CRM?
For running your practice, yes — clients, contacts, pipeline, sessions and follow-up all live in Venzy. The EOS CRM stays your official record with EOS Worldwide, so you still log completed sessions there for designation. Bring your history in from it on day one.
Do I need QuickBooks?
Venzy works without it; invoicing connects to QuickBooks today.
Can my practice manager set it up for me?
Yes — practice managers can run setup and control what everyone sees.
What does my team need?
A Google account for each person. Most Implementers already sign in with their EOS Google account.