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Sales & Marketing
Support
Sales & Marketing
Support
Healthcare Providers
B2B
Real Estate
B2B
Healthcare Providers
From Lead To Sales - Faster
Manage customer leads, opportunities and orders all at one page.
Centralized Communication
Communicate efficiently with all customers using Ze integrated Mail application.
Sell From Anywhere
Use Ze CRM and close deals with clients from anywhere in the globe.
History
Document and review support, emails and log of changes - all in one place.
Instant Insights
Create advantage with real-time updated reports.
Calendar Based Task List
Review your tasks based on built-in calendar feature.
Advanced Search
Leverage the advanced search tool to initiate contact with customer groups requiring follow-up.
Customer Segmentation
Manage clients with personalized classification list.
Hour Bank Monitoring
Document your client service calls and hour bank usage alongside sales and leads information.
Track Appointments
Streamline communication and personalize care process.
Improve Client Management
Manage demographic, insurance, preferences, billing information in one place.
Strong & Active Customer Relationships
Schedule appointments, check-ups, treatments and ensure no patient is overlooked.
Promote Your Clinic
Use Ze Campaign, Short Link and SEO Tools to close full cycle and enhance your sales - all in one place.
Manage Clients and Customers
Create, contact. manage both customers and clients - side by side.
Improve Customer Retention
Track customer interactions, personalize communication and provide timely support.
Enhanced Relationship Building
Build long-term relationships using customers segmentation to deliver targeted, value-driven offers.
Stay Organized
Be on top of every deal and interaction by tracking appointments, deadlines and follow ups.
Customize Sales Flow
Match the flow to your unique business and ensure every lead is nurtured through the most effective steps.
Monitor Sales Live
reports.
Enhance Team Collaboration
Chat.
Marketing and Promotion
Use Ze Campaign, Short Link and SEO Tools to close full cycle and enhance your sales - all in one place.
Ensure Your Team Stays Agile
Monitor Ze CRM live reports and make quick, informed decisions.
Assets Management
Control your medical assets maintenance and expire dates with Ze Assets - all in one place.
UnGroupd
Lead Management
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.
Deal Management
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.
Workflow Automation
Don't spend time on mundane activities. Create workflow automations that operate like clockwork, so you can find more time for activities that actually move the needle.
Process Management
Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success.
Built-in Phone
Sell better with Built-in phone powered by Ze Caller. Make and attend calls right from Ze CRM, and measure every call's result against deals.
Email integration
Send, manage and track your emails from your sales CRM that help you write more powerful and personalized content by combining emails with contextual CRM information and analytics.
Sales Reports
Analyze and forecast your sales from the CRM
Mobile App
Stay on top of your business anywhere you go with the Ze CRM mobile edition
Access important information, connect with clients, and make big decisions on the move.
Account management
View all your information from a single location, including the latest customer activity, associated contacts, pending deals, ongoing projects, and more