Marketing Management
Automatically add new leads using easy-to-create online registration web forms.
Communicate through the advanced direct marketing tool for planning and automatically sending email campaigns.
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.
Customer care features
Creation and management of new cases in order to identify customer’s request/problem and keep track of all key tasks in developing a case closure process.
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.
Enterprise management features

Companies with high performance requirements can use integrations with third party systems to import of credit data, sales turnover data and customers data. Currency management and a dedicated virtual server included.

ZenCRM Full Edition in details.
System features
Interactive charts
Multi language
Email notifications
User roles, user permissions/settings, administrator settings, document templates
Access security control
Leads, Contacts and Accounts import/export tool
Marketing management features
Lead score/geolocation
Management of email campaigns, target lists, web-to-lead forms
Automatic Marketing Campaign
Web Visits Tracking
Products and price lists
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
Customer care features
Case management
Administration management features
Contracts, invoices, orders management
Conversion of opportunities into contracts and of prospects into customers
Enterprise management features

Integration for import of turnover data, credit data, customer data
Currency management
Customization
Dedicated Server
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
Dashboard
Sales funnel, conversion rate, by product/revenue category, network targets
Offers by month, ABC-client analysis
Funnel pie, lost analysis, top 10 clients
Revenues breakdown and targets
Opportunities by product
CPQ module (Configure Price Quote) - sold separately
Customize CPQ according to business sectors
Create/edit multiple quotes
Easily manage CPQ templates; save a quote as a basic template

ZenCRM Full Edition

作者 INTERZEN CONSULTING SRL