What is Zeki CRM?

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Zeki CRM through support of multiple sales methodologies, embeds end-to-end sales automation processes throughout the customer lifecycle. Create, execute and track campaigns across multiple channels. Develop compelling email marketing programs and capture leads directly into BPSCRM.

  • Manage Leads, Accounts, Contacts & Opportunity.
  • Conversion of Leads to Opportunity.
  • Maintain complete history of calls made to contacts.
  • Manage outcomes for schedules, calls, meetings, and emails.
  • Options to add meetings against your leads & potentials.
  • Export data to Microsoft Excel, Open Office and others to analyze the sales pipeline and quickly identify the bottlenecks if any.
  • Document Management to maintain customer-specific documents for a quick reference in future.
  • Advanced dashboards.
  • Product / Service Catalog.
  • Create price books for products based on customer segments.
  • Complete the sales management cycle with an integrated Quotation, Order processing, and Invoicing system.

 

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