Ze Crm

How ZECLOUD crm Helps?

B2B

Healthcare Providers

Real Estate

Sales & Marketing

Support

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

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

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

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

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

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

History

Document and review support, emails and log of changes - all in one place

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.

Account management

View all your information from a single location, including the latest customer activity, associated contacts, pending deals, ongoing projects, and more

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.

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.

Process Management

Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success.

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.