Zeki CRM is designed with a Client centric approach which lets your sales team track all the information and communication activities linked to contacts from a centralized platform.
Lead Module helps you track and manage prospective customers and create new potential clientele. You can assign you Leads status as Hot/Warm/Cold and focus on live prospects.
Get a clear understanding of your sales pipeline and get a real-time overview of where all your Opportunities are aligned within your sales stages.
Analyse your campaign data and evaluate the outcome based on Leads vs Potential vs Sales order generated. You can check the effectiveness of the Campaign by comparing Cost VS Sales data and get a better understanding of what activity does actually boost your sale.
Our Calendar view gives you an overview of all your Task and Activities, giving you information on upcoming Calls, Meeting and To-do items in your daily calendar and get constant reminders and updates.
Our followup module helps you log and manage all your Calls, Meetings, and Activities and tag them to Client/Potential/Lead to get a full understanding of communication with the client.
Reports & Analytics
Get Complete visibility of customer related activities within and across multiple departments. Provide business users with access to decision making analytics both for Sales, Marketing & Support
Maintain all the documents (Brochures, Agreements, Contracts, Pricing, etc) sent to your Clients or regarding Products / Services with version control on a centralised location. Share the documents to have transparency within the team.
Estimates & Quotes
Create and Send Professional Estimates to your clients and automatically convert them into Sales Order on confirmation.
Sales Order Management
Convert your Quotations to Sales Order on closing of a Sales deal.
Our Support Ticketing module is designed to easily take customer support request and help you manage, maintain & resolve issues reported.