Key Features Of CRM
All the features that make the selling easier for your team & manage the whole lifecycle of a customer.
helps your business to smoothen out the sales process with a set of essential tools.
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All the essential tools to run your business smoothly...
Manage every interaction with your customer in an easy to use interface. Get everything communication on your fingertips.
Engage with your website visitors and convert them into a lead. Text chat is old and boring, with ZipCall you can talk with them in realtime.
Let your team members send quotes and invoices directly from the CRM panel and save your time and convert customers faster.
Let your customers raise tickets for support incidents. Your team members can reply to them right from their CRM panel.
Best Features Of
We don't compromise on the features just because we are selling an
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
Cloud Telephony (ZipCall)
Are your customers based in different countries? Don't worry, let them call right from your website with ZipCall for free.
Send invoices to your customers in a jiffy. All the details are automatically fetched from CRM.
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
Send data to any third party software easily. A simple way to use one-way APIs.
Automate approval management with custom forms and processes. Improve turnaround times for approvals.
Manage memberships & subscriptions of your customers in a single interface. No more excel sheets to get their renewal dates.
Believe us, the list doesn't end here, we have just started.
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