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Zeta CRM

by : Zeta

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Zeta CRM logo
Zeta CRM Software
Zeta CRM Software
Zeta CRM Software
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Zeta CRM

by : Zeta

PRICE ON REQUEST
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Brand: Zeta

Type: Software

Operating System: Windows

Free Trial Available: No

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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 Features

  • checkbox Lead Management With Zeta CRM, sales managers can capture leads, customize quotes for them and convert them into promising opportunities.
  • checkbox Sales Pipeline Tracking  With Zeta CRM, you get access to interactive pipeline reporting options along with multiple drill-down capabilities.
  • checkbox Alerts & Notifications The software offers a centralized notification system, using which enterprises can send campaign-related notifications and alerts
  • checkbox Marketing Management Organisations can generate multiple marketing campaigns for target leads and channelize their business procedures in an efficient
  • checkbox Inventory Management Enterprises can efficiently track the availability of particular stocks within their inventories and monitor their access and
  • checkbox Mass Email The bulk email feature offered by Zeta CRM, maximizes time efficiency levels and enhances the reach of a particular campaign.
  • checkbox Sales Quotes  Enterprise can generate customized sales quotes for the captured leads, ensuring better service and higher conversion
  • checkbox Opportunity Management The software offers a complete overview of sales opportunities, you can also apply multiple filters based on status, stage and
  • checkbox Case Management The sales team can manage multiple leads in a simultaneous manner with Zeta CRM.
  • checkbox Customer Support An automated support module assigns tickets to the appropriate resources, records status, nature of the incident and tracks the
  • checkbox Supplier and Purchase Order Management Business with vendors can be maintained in a documented format offering a transparent view of supply and purchase history.
  • checkbox Sales Tracking Right from the contact details of an individual prospect to every interaction is stored within the software, you can monitor the
  • checkbox Analytics & Reporting Zeta CRM offers a wide variety of customizable detailed reports, comprising impactful graphical representations
  • checkbox Customer Information System (CIS) The entire customer information database including contact details, online behavior, past interactions with the sales team are
  • checkbox Billing & Invoicing All monetary transactions can be precisely monitored using Zeta CRM, along with supporting documents.
  • checkbox Workflow Management The software facilitates seamless monitoring of the sales workflow, users can sync department wise data within a single
  • checkbox Sales Management By using Zeta CRM, sales managers can enter, access and transform leads into opportunities. They can use the built-in filters
  • checkbox Role-based access User access is governed by password and enables an authorized user to search the centralized database, edit layout designs,

Zeta CRM Plans & Pricing

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Explain their software features better so that you make the right choice for your business


They can guide you with different use cases and make sure you own the best suited software and make a positive change in your business growth

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Fits Right Into Your Budget


At Techjockey, you can get personalised plan and pricing basis your business needs

With so many options, our tech-experts help you select the right match for your business in terms of features and budget

Trusted by many happy and satisfied businesses

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Zeta CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • English

Zeta CRM Reviews

Likelihood to Recommend

62%

Have recommended this product

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Review

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
06, Aug 2016
star star star star star
I was wary at what was my first attempt to buy software from other than the maker, but this experience worked out perfect. Everything went as they said it should, and I am very happy with the product.

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Zeta CRM FAQ

Q. Can I export the reports generated through Zeta CRM? arrow

A. Yes, you can export reports in Excel, PDF, HTML or Email.

Q. What type of functions can I offer to my customers using Zeta CRM? arrow

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.

Q. Can I Get a Demo of Zeta CRM? arrow

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.

Q. What type of administrative settings are offered by Zeta CRM? arrow

A. As an admin, you can create customers, manage consultants, departments and sections. You can even monitor tickets and distinguish their types.

Q. Does Zeta CRM have a dedicated mobile app? arrow

A. No, the software does not have a mobile app as of now.

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