Contact management features
Leads, accounts, contacts, agenda and history of completed activities.
Data sets for leads, accounts and contacts can be customized.
Sales management features
Visit reports and business opportunities; automated generation of business proposals with pre-loaded templates. Samples management with workflow; competitors listing and asset inventories.
Administration management features
Conversion of business opportunities into contracts, as well as prospects into customers.
Contracts and invoices management.
GDPR and Privacy
Control panel for GDPR settings configuration. Multiple consent data processing.
Leads/contacts management by expiring consent. Web page for autonomous management of data processing consent.

ZenCRM Sales Edition in details.
System features
Interactive charts
Multi language
Email notifications
Management of roles, user permissions/settings, administrator settings, document templates
Access security control
Leads, Contacts and Accounts import tool
Data export tool
Contact management features
Leads, accounts, contacts management
Tree view of business groups
History of activities on leads/contacts/accounts/opportunities
Activity management (calls, meetings, tasks)
Agenda Management (calendar/list view)
Synchronization of CRM contacts with smartphones/tablets, calendar with smartphones/tablets
Sales management features
Conversion of leads into contacts
Account/contact geolocation
Contacts, opportunities, samples, competitors, visit report management
Automatic archiving of incoming/outgoing emails to/from leads/contacts
Administration management features
Contracts, invoices, orders management
Conversion of opportunities into contracts and of prospects into customers

GDPR and privacy features
Management of personal data processing consent in leads/contacts
Search filters for leads/contacts based on single areas of personal data processing consent
Management of leads/contacts as for expired/expiring consent by anonymization/cancellation
Web page for autonomous management of personal data processing consent
Web-to-lead form with integrated management of personal data processing consent
GDPR settings panel
Dashboard
Sales funnel
Offers by month
Funnel pie
Lost Analysis
Top 10 clients
ABC-client analysis
Revenues breakdown and targets
Sales conversion rate
Sales by product/revenue category
Opportunities by product
Sales network targets
CPQ module (Configure Price Quote) - sold separately
customize CPQ according to business sectors;
create/edit multiple quotes;
simple/intuitive user interface;
easily manage CPQ templates; save a quote as a basic template, thus the new quotes will only require insertion of detailed data, with a significant saving of time;
after creating a new quote, it can be assigned to another ZenCRM user.

ZenCRM Sales Edition

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