Zeta CRM

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Zeta CRM Overview:

Zeta CRM is robust customer relationship management software with one of the shortest implementation time of any CRM available in the market. It will help any small to medium sized business increase revenue by creating long-lasting customer relationships.


Major Modules:-

  • Contact Management:-Zeta Contact Manger is designed to meet the needs of companies for centralized contact and customer information. It provide a single central repository for critical contact information captured across the organization, which reduces redundancy and errors, enable improved data control and security, and eases data maintenance tasks. Through Zeta Contact Manger the sales team can access contact details, know the relationship history, opportunities, information, so they can have knowledge communications with prospects and customers. The sales team can schedule calls and meetings easily. It can record communication with the contacts and track customer history of all communications.
  • Sales Management:-Revenue from sales is the live blood for commercial organizations. By using Zeta Sales Manager the company can enter the leads, access the leads and convert them to opportunities, view all sales opportunities at once or alter by using Sales stages, Status, Amount, Probability of close. It can also create quotes and orders for the leads.

Support Management:-CRM support module can improve customer satisfaction and productivity by automating customer support processes. It can assign ticket to the appropriate resource, record the status, urgency and nature of the issue and track time to resolution. View ticket assignment, priority weighting and notication request are available. It can also be linked to online supporting system.

FAQs of Zeta CRM

Q. What are the main features of Zeta CRM?

The key features of Zeta CRM are as follows:

  • Case Management
  • Customer Support
  • Email Templates
  • Lead Generation
  • Marketing Automation
  • Supplier and Purchase Order Management
  • Sales Tracking
  • Lead Management

Q. How much do the Zeta CRM cost?

Cost not specify.

Free trial : Available.

Q. Who are the typical users of Zeta CRM?

Zeta CRM has the following typical customers: Startups, SMEs, Agencies.

Q. Which mobile platform does Zeta CRM support?

Zeta CRM supports the following devices: IOS, Android

Q. Which operating system does Zeta CRM support?

Zeta CRM support the following operation system : Web App, Windows

Q. What payment method does Zeta CRM support?

Zeta CRM support the following payment methods : Onetime.

Q. What is the deployment type?

Zeta CRM has deployment type : Install, Web Based.


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CRM Features
Capture Leads from Twitter/Facebooks
Email Marketing / SMS Marketing
Lead Generation
Mass Email
Lead Scoring
Survey Management
Lead Management
Simple SignOn
Social Media Integration
Attendance Tracking
Sales Pipeline Tracking
Real Time Analytics
Opportunity Management
Sales Forecasting
Invoice Generation
Import & Export Data
Email Templates
Support Management
Workflow and Automation
Notification & Reminders (SMS, Email, App)
Location Tracking
Check In/Out
Custom Report Builder
Customer type
Large enterprises
Medium business
Small Business / Startups
On Premise
Device supported


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