ZenCRM Full Edition

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