The 360° Business OS

One Platform.
Endless Growth.

Why pay for 5 different tools? Manage your leads, track field agents, automate marketing, and resolve tickets - all from a single, unified dashboard.

Sales
Field
Marketing
Finance
Helpdesk
4.8/5 based on 12k+ users
Deal Pipeline
NEW LEADS (4)
Tech Corp Inquiry
$12,000 • High Priority
Web Design Lead
$4,500 • Web Form
NEGOTIATION (2)
Global Systems
$45,000 • Pending Contract
WON
Acme Inc
Paid Successfully
Field Agent Tracking
Live: 14 Agents
Agent Status
John D. (On Site)
Sarah M. (Travel)
Automation Builder
Running
Trigger: New Lead Signup
Send Welcome Email
Wait 2 Days
No Open
Opened
Invoices & Quotes
INVOICE #1023
SENT
To: Acme Corp Inc.
Item Price
CRM Implementation $2,500.00
Annual License $1,200.00
Training Session $500.00
Total: $4,200.00
Ticket #4928
Open
Mike Ross
Login Issue
Jessica P.
Billing
Harvey S.
Feature Request
Hi, I can't access my dashboard. Error 404.
Hello Mike! Checking your account now...
I've reset your permissions. Try now?
Works perfectly! Thanks.

Why Is The Best Choice?

Everything you need to scale your business, packaged into one intuitive platform.

Monthly Billing
Per User Plan
Affordable Pricing

Only CRM solution for small business in India with monthly billing.

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All-in-One Solution

Manage leads, sales, customer data, workflows and staff all from a single software.

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Easy-to-Use Interface

Simple, intuitive design – no technical skills required. Get started in minutes.

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Mobile-Friendly

Manage your business on the go with our mobile apps. Access data from anywhere.

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Integrations

Seamlessly connect with email, WhatsApp, Facebook, Google Ads, and more.

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24/7 Support

Dedicated customer support to resolve your queries anytime via chat or email.

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Customers Love The ZNICRM
Built for Small Business & Startups • Ready to scale

Tools Designed For Your Business Success

is designed specifically to help you grow into a large enterprise - from lead generation to field staff tracking and after sales support. Everything is covered.

Tip: On desktop, hover a tool to preview instantly.
Capture Qualify Convert

Lead Generation

Capture leads from any source or generate them on your website.

Lead Generation
Contact Forms

Use ZNIEngage to convert visitors into leads with popups, deal bars, and exit-intent flows.

Engage Lead Generation Tool
Capture Leads From Anywhere

Bring in leads from Facebook, Google Ads, or platforms like Indiamart, Justdial, TradeIndia, and more.

Universal Forms

Generate leads from anywhere using universal lead forms - consistent, fast, and trackable.

Universal Forms
Run Campaigns

Boost inbound flow with WhatsApp, bulk email, or SMS campaigns - import data and build targeted groups.

Receive Route Respond

Lead Distribution

Auto distribute leads to agents based on conditions - keep response time low and conversions high.

Lead Distribution
Auto Distribution

Balance workload across agents and ensure every new lead gets a prompt response.

Rule Based Routing

Assign leads by location, product interest, or business logic - to the right team every time.

Run Workflows

Trigger instant first-touch engagement on the channel your lead prefers - fast trust, better flow.

Ensure Timely Followups

Never miss opportunities with structured follow-up prompts and disciplined lead handling.

Organize Engage Retain

CRM • Lead Management

Streamline customer data, manage interactions, and upsell with clarity.

CRM Lead Management
Maintain a 360-degree view

Centralize customer data for tailored interactions that improve service and loyalty.

Keep track of past interactions

Consolidate history and preferences for consistent, personalized experiences across touchpoints.

Send timely reminders

Automate key-date reminders to boost engagement and retention through timely outreach.

Enhance customer satisfaction

Speed up issue resolution and inquiry handling for better brand perception.

Automate Sequence Scale

Marketing Automation

Automate follow-ups and build timelines - reduce manual work and move faster.

Marketing Automation
Automate repetitive tasks

Streamline routine tasks and keep communication consistent without manual effort.

Pre-designed workflows and templates

Launch faster with ready-to-use workflows and templates built for real scenarios.

Focus on closing deals

Let automation handle admin work so sales teams can focus on high-value conversations.

Reduce errors and delays

Minimize human error and speed up execution with smart, consistent automation.

Prioritize Track Close

Deal Management

Create and manage deals to build a clean, visible sales pipeline.

Deal Management
Score and prioritize leads

Rank opportunities by potential so the team focuses on the best chances to win.

Track every stage of the sales funnel

Monitor pipeline movement with clarity and act early before deals go cold.

Set reminders for timely follow-ups

Automated reminders reduce lead loss and keep momentum through consistent follow-ups.

Close deals faster

A complete customer view helps you respond better, faster, and with confidence.

Propose Invoice Receipt

Quotes & Invoicing

Send professional proposals, quotes, and invoices directly to clients.

Quotes & Invoicing
Quotes & Proposals

Design polished proposals and quotes to increase trust and approvals.

One-click Invoice creation

Convert quotes into invoices instantly to reduce errors and speed up payments.

Customer portal

Give clients a self-service portal for invoices, quotes, and payment history.

Generate Receipts

Auto-generate and send receipts for every payment - clean, official, and timely.

Integrate Collect Confirm

Payments

Integrate any payment gateway* to collect payments right from quotes.

Payment Gateway
One-click payments

Collect payments directly from quotes and invoices - effortless for clients.

Reduce errors

Minimize manual processing issues for smoother transactions and improved cashflow.

Increased Compliance

Secure and compliant payments that protect sensitive data and build trust.

Real-time Updates

Real-time confirmations keep clients informed and workflows moving.

Ticket Route Resolve

Helpdesk & Ticketing

Offer exceptional support to existing customers with structured tickets and automation.

Helpdesk & Ticketing
Run 24x7 IT Service Desk

Always-on support for faster resolutions and stronger reliability.

Self-Service Portal

Empower users with a portal + knowledge base to reduce ticket volume.

Automated Ticket Routing

Assign tickets automatically (or manually) to ensure quick and correct handling.

Automation With Workflow

Automate service processes to reduce manual effort and improve delivery quality.

Track Plan Report

Field Force Automation

Track and manage field & remote staff - automate reporting, attendance, and payroll readiness.

Field Staff Tracking
Real-time Tracking

Monitor activities and asset locations in real time for transparency and accountability.

Beat Plan / Task Scheduler

Optimize scheduling and routes to maximize field productivity.

Attendance Timesheet

Geo-tagged clock-in/out and visit logs for stronger compliance and payroll support.

Conveyance Calculator

Auto-calculate distance travelled using Google Maps based distance calculation.

Engage Understand Support

AI Chatbots

Interact with customers 24×7 on your website or WhatsApp - AI powered for customers and staff.

AI Chatbot for website and WhatsApp
Quick, Personalized Customer Responses

Deliver swift, precise, tailored responses that improve satisfaction and trust.

24/7 Customer Support

Round-the-clock support so queries are solved anytime, from anywhere.

Reduce Operational Costs

Automate FAQs and routine tasks to reduce manual effort and overhead.

Natural Language Processing

NLP-driven understanding improves accuracy and keeps conversations natural and useful.

Want a fast demo mapped to your workflow?

We’ll show the exact modules that match your lead flow, sales process, invoicing, and support.

20+ CRM Tools For Your Business

Stop juggling multiple subscriptions. Access the best CRM tools to run all key processes—from sales & marketing to support, invoicing, and inventory—in one place.

Check All Features
ZNI CRM Features Dashboard

Not Just Leads, Manage Your Staff Too

Track your business & employees and take them to the next level with our integrated tools.

Sales Automation

Analyze and automate your sales in just a few steps. Auto-assign leads and track performance.

Field Force Management

Manage field force right from your mobile. Live tracking, dispatch management, and visit verification.

HRMS & Payroll

Mobile GPS-based attendance, expense management, leave requests, and automated payroll.

Why Should You Trust ?

There are plenty of CRM service providers then why should you invest your money in ZNICRM?

Affordable
Feature Rich
Fast & Secure
Customisable
Multi-User
Easy
Mobile Friendly
24x7 Support
Experience

Ready to Supercharge Your Business?

Start your free trial today and see how our CRM transforms your operations!