Ze Crm

How ZECLOUD crm Helps?

Account Managers

Marketing Professionals

Sales Representatives

Automated Workflows

Automate routine tasks such as sending follow-up emails, scheduling calls, updating client records and reduce manual effort

Effective Client Segmentation

Segment clients based on criteria such as industry, size, or location using ZE Wiki tag feature

Sales Tracking and Reporting

Use ZE CRM tools for tracking sales opportunities, pipeline stages, and performance metrics. Monitor sales progress, analyze performance, and make data-driven decisions to optimize your sales strategies

Centralize Client Information

Provide a single, organized repository of client information including contact information, interaction history, and preferences, available in multiple languages

Real-Time Analytics and Reporting

ZE CRM provides real-time analytics with data segmented by tags and account attributes.

Multi-Channel Communication

Use ZE CRM to seamlessly integrate email, phone calls, and other communication channels into the clients profile. Ensure a unified view of client interactions, and improves the efficiency of managing multi-channel marketing efforts

Data-Driven Insights

Use ZE CRM built-in and customized reports to make data driven decisions and identify trends and areas for improvement. Build targeted strategies based on real-time data and client needs.

Enhanced Lead Management

Improve your lead tracking processes using tags to identify lead sources and behaviors. Ensure timely follow-ups, and allow more effective lead conversion through targeted automation.

Personalized Sales Approaches

Use ZE CRM data to personalize your pitches and communications based on account history, preferences, and past interactions. Increase the effectiveness of sales efforts by tailoring approaches to individual clients leading to higher engagement and better chances of closing deals

Improved Collaboration and Team Coordination

ZECRM's cloud-based nature allows sales representatives to share updates, notes, and account information with team member on real time - anywhere in the world, no installation needed

Seamless Integration with Other Tools

Our CRM solutions integrates with our email, calendar, and other office applications, allowing your sales representatives to manage their tasks and schedule directly within the platform.

Automated Lead Assignment

Ensure leads are distributed efficiently, reduce manual assignment errors, and allow reps to focus on leads that match their expertise or territory.

Streamlined Communication with Built-In Phone

Use the CRM's built-in phone to make calls directly from the platform, with automatic logging of call details and notes. Ensure that all interactions are recorded and accessible in one place.

Lead Management

Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Deal Management

Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Account management

View all your information from a single location, including the latest customer activity, associated contacts, pending deals, ongoing projects, and more

Workflow Automation

Don't spend time on mundane activities. Create workflow automations that operate like clockwork, so you can find more time for activities that actually move the needle.

Built-in Phone

Sell better with Built-in phone powered by Ze Caller. Make and attend calls right from Ze CRM, and measure every call's result against deals.

Process Management

Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success.

Email integration

Send, manage and track your emails from your sales CRM that help you write more powerful and personalized content by combining emails with contextual CRM information and analytics.

Sales Reports

Analyze and forecast your sales from the CRM

Mobile App

Stay on top of your business anywhere you go with the Ze CRM mobile edition Access important information, connect with clients, and make big decisions on the move.