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Zeta CRM

by : Zeta

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Zeta CRM is a cloud-based sales force automation software for business houses, offering relevant support in sales and management. The customer relationship management software offers a centralized environment to individual employees and teams working within an organization. The software can be used... Read more

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Zeta CRM Software Overview

What is Zeta CRM?

Zeta CRM is a cloud-based sales force automation software for business houses, offering relevant support in sales and management. The customer relationship management software offers a centralized environment to individual employees and teams working within an organization. The software can be used to store a huge volume of customer data, including contact details, activity history, online behavior, interaction with salesforce, ongoing escalations and ticket status etc. Zeta CRM also offers real-time synchronization with Zeta ERP making the monitoring process a lot easier. Further, admins can also set user-based access rights, customize generated reports and export or import the reports as per their business needs.

How does Zeta CRM enhance the lead generation process?

  1. Enterprises can enter, view and transform leads into sales opportunities in a compact manner.
  2. Access and filter multiple sales opportunities by using sales stages, amount, status, probability of closing.
  3. Create instant and customized quotes and sales orders for the leads.
  4. The software offers predefined fields for contact and sales notes along with the option of adding new fields.

Pricing of Zeta CRM

The pricing of the Zeta CRM is available as per the requests of interested buyers. You can request a callback. Our in-house product executives will get back to you on the date and time mentioned in your callback request.

Benefits of Zeta CRM

  1. Customization: Enterprises can customize Zeta CRM as per their organizational requirements. Thus retaining the overall value of their brand and offering relevant support to potential leads at regular intervals.
  2. Intuitive Dashboard: Zeta CRM is equipped with an interactive dashboard of its own. Users can monitor potential contacts, track their business sales pipeline, schedule campaigns and make essential business decisions based on the showcased data. 

Zeta CRM Plans & Pricing

Zeta CRM price is available on request

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Zeta CRM Features

Lead Management

With Zeta CRM, sales managers can capture leads, customize quotes for them and convert them into promising opportunities.

Sales Pipeline Tracking

 With Zeta CRM, you get access to interactive pipeline reporting options along with multiple drill-down capabilities.

Alerts & Notifications

The software offers a centralized notification system, using which enterprises can send campaign-related notifications and alerts

Marketing Management

Organisations can generate multiple marketing campaigns for target leads and channelize their business procedures in an efficient

Inventory Management

Enterprises can efficiently track the availability of particular stocks within their inventories and monitor their access and

Mass Email

The bulk email feature offered by Zeta CRM, maximizes time efficiency levels and enhances the reach of a particular campaign.

Sales Quotes

 Enterprise can generate customized sales quotes for the captured leads, ensuring better service and higher conversion

Opportunity Management

The software offers a complete overview of sales opportunities, you can also apply multiple filters based on status, stage and

Case Management

The sales team can manage multiple leads in a simultaneous manner with Zeta CRM.

Customer Support

An automated support module assigns tickets to the appropriate resources, records status, nature of the incident and tracks the

Supplier and Purchase Order Management

Business with vendors can be maintained in a documented format offering a transparent view of supply and purchase history.

Sales Tracking

Right from the contact details of an individual prospect to every interaction is stored within the software, you can monitor the

Analytics & Reporting

Zeta CRM offers a wide variety of customizable detailed reports, comprising impactful graphical representations

Customer Information System (CIS)

The entire customer information database including contact details, online behavior, past interactions with the sales team are

Billing & Invoicing

All monetary transactions can be precisely monitored using Zeta CRM, along with supporting documents.

Workflow Management

The software facilitates seamless monitoring of the sales workflow, users can sync department wise data within a single

Sales Management

By using Zeta CRM, sales managers can enter, access and transform leads into opportunities. They can use the built-in filters

Role-based access

User access is governed by password and enables an authorized user to search the centralized database, edit layout designs,

Zeta CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Language:
  • Windows
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, SMEs
  • English
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Zeta CRM Reviews

62%

Have recommended this product

Overall Score

4.8/5
Based on 1 Reviews

We love to hear from our buyers!

If you have used the solution already, why not share your thoughts and help others make the right purchase.

A

Amrut

User

4.8/5

4.9/5

4.8/5

5/5

4.4/5

“Helpful service.”

Pros :

Cons :

Posted - Aug 6, 2016

Zeta Brand Details

Brand Name Zeta
Information Zeta Softwares is an ISO certified Business Applications Software developer, developing& marketing ERP, HRMS, CRM, & POS software globally.
Founded Year 1998
Director/Founders ZetaSoftware
Company Size 1-100 Employees
Other Products Zeta HRMS, Zeta FAM, Zeta POS, Zeta ERP

Zeta CRM FAQ

A. Yes, you can export reports in Excel, PDF, HTML or Email.
A. You can allow your customer to update their profile, generate new tickets, send reminders, enter feedback and make a ticket status inquiry as well.
A. Yes, you can request an online demo of Zeta CRM. Our in-house product experts will get back to you as per the time schedule mentioned in your callback request.
A. As an admin, you can create customers, manage consultants, departments and sections. You can even monitor tickets and distinguish their types.
A. No, the software does not have a mobile app as of now.

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