Zeki CRM through support of multiple sales methodologies, embeds end-to-end sales automation processes throughout the customer lifecycle. Create, execute and track campaigns across multiple channels. Develop compelling email marketing programs and capture leads directly into BPSCRM.
- Manage Leads, Accounts, Contacts & Opportunity.
- Conversion of Leads to Opportunity.
- Maintain complete history of calls made to contacts.
- Manage outcomes for schedules, calls, meetings, and emails.
- Options to add meetings against your leads & potentials.
- Export data to Microsoft Excel, Open Office and others to analyze the sales pipeline and quickly identify the bottlenecks if any.
- Document Management to maintain customer-specific documents for a quick reference in future.
- Advanced dashboards.
- Product / Service Catalog.
- Create price books for products based on customer segments.
- Complete the sales management cycle with an integrated Quotation, Order processing, and Invoicing system.