zinfog Customer Relationship Management (CRM)

CRM or Customer Relationship Management is a strategy for managing an organisation's relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

The goal of a CRM system is simple: Improve business relationships.

CRM enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.Forging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.

Customer Management


1. Lead Management
One of the first basic features of ZSuite CRM is lead management where you can manage all the leads by various users of your organization. You can further convert the lead into opportunity and as Account. Creating lead is simple with few steps.


2. Customer Management
Get a clear address book shared amongst your sales persons. Have multiple addresses and contacts for a single company. Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.

3. Opportunities management
The leads which are converted are considered as important to track the sales pipeline of your organization. You can track the opportunities in various stages and can schedule meetings and phone calls related to the opportunities.


4. Meeting Management
With ZSuite CRM you can manage and schedule all your meetings with your client with a single click of a button. Another good feature is that it allows you with an integrated Calendar.

Opportunities management
Dashboard and Reports

5. Dashboard and Reports
Get all the necessary details of ongoing and done business activities in your Dashboard. Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc. Get statistics about your sources of leads and evaluate which lead satisfies the to become an opportunity.

6. Integrated Sale Management
Convert leads to opportunities and oppurtunities to quotes and quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.

Product Demo

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