Features
Increase your contacts, leads, and sales efforts.
Manage Leads
Acquire leads and handle them more effectively. From a single perspective, manage your email exchanges, contacts, sales activity, and organization for every lead.
Contacts and Organizations
The true asset of your company is its clientele. Effectively manage your contact list and related organization.
Activities
Plan out the tasks related to any lead, contact, or organization. Tasks, calls, emails, and meetings are examples of activities.
Spreadsheet View
Using Zools CRM to manage your data is as simple as using Excel or spreadsheets. Records are simple to manage and filter. For the most noticeable data set, freeze the panes. Columns can be shown or hidden according to your needs. Sort data straight from column heads by applying filters.
Pipeline View
With only one screen, get a broad overview of your sales process. Use our pipeline view to get a complete understanding of your business. Be "empowered" with Zools CRM pipeline view by understanding the situation, seeing opportunities, accelerating progress, eliminating delays and bottlenecks, enhancing customer service, and boosting revenue.
Timeline View
Obtain a timeline of all the actions taken on the data in Timeline view. The ability to view the history of interactions and actions on lead, contact, organization, or activities will empower your employees.
Customer Management
Related Entities
To learn more about past interactions, preferences, and transactions, find leads that are connected to the same contact.
Customer Segmentation
Reward your clients for following up, conducting email campaigns, or maintaining contact.
Merge Duplicates
Maintain the order and cleanliness of your contact list. Eliminate redundant contacts with a powerful data merging feature.
Monitor your KPIs
SLA's
Integrate service level tracking into your workflow to measure, track, and inspire your teams. Assign SLAs to each step in accordance with your particular sales funnel, and receive alerts when a SLA is missed so you may take immediate remedial action.
Track your journey
Examine and track each lead's progress to gain insight into how long it takes to advance. Gain insightful knowledge on how deals are moving from one phase to the next. Reach your KPIs for customer service and increase employee productivity.
Tagging and Custom Views
Tags and Labels
To improve searchability and speed of access, label key components. To identify your key leads, contacts, organizations, and activities, use personalized labels.
Views & Filters
Save and customize your searches as "Views" according to the queries you use most often. No more sifting through the details. Use predefined views created by the system to quickly access important data.
Personalized Experience with Customization
Customizable Stages
Determine the steps according to your own sales funnel. Obtain reports on the time it takes to contact your customer or to deliver a quote.
Custom Fields
Create custom fields to specify input data fields for your company. the ability to design unique fields for contacts, leads, and organizations.
Module & Customization
Create module names and labels that are more recognizable in your workplace to provide a customized system user experience. Align the naming convention of your business procedures so that your employees can easily adopt them.d
Get Quick Analytics
Dashboard
Stay on top of your business and gain valuable insights at a glance to make better and smarter business decisions.
Reports
Management will benefit from intelligent reports that give them a comprehensive picture of the main sources of lead traffic, lead follow-ups, and more! Convert information into intelligence and knowledge into intelligence. Encourage wise decisions, maximize your company's potential, and expand it.
Automation with Incoming Leads
Web-to-Lead
Set up auto allocation rules using the rule engine and automatically add data from your website form as leads or contacts.
Email-to-Lead
Allow all emails sent to your company's email address to be recorded as leads in the system. Add information from incoming emails automatically as leads and allocate them automatically using a rule engine.
Automation Through Rule Engine
By creating rules for each incoming lead that comes in via email and the web, you can use a rule engine to automate the lead allocation process. Match the requirements and specify what has to be done, such as assigning labels and establishing ownership.
Email Centralisation – histride (add-on)
Canned Responses & Templates
Utilize pre-made email templates and responses to save time and be more productive. Additionally, you can customize a pre-written email response before sending it. Predefined canned responses can be shared organisation wide with other team members.
Files
Organize your key files by posting them to leads and activities or attaching them to emails.
Signatures
Use signatures to make your talks more unique. Keep track of several signatures for various business scenarios and utilize them while responding.