Dzylo

Customer Data Management (CDM)

• Contact Management
  Centralizes client, vendor, and team contact details for easy access and communication.
• Account Management
  Manages customer profiles, financial history, and project status in a unified dashboard.
• Customer Profiles
  Detailed dossiers containing project preferences, feedback, and interaction history.
• Contact Segmentation
  Categorizes leads and clients by project type, value, or status for targeted outreach.
• Activity History
  Logs every interaction, note, and file shared between the firm and the client.

Sales Management

• Lead Management
  AI-powered tracking from capture to conversion across WhatsApp, calls, and social media.
• Contract Management
  Generates and tracks professional contracts, purchase orders, and project agreements.
• Order Management
  Simplifies procurement with vendor RFQs, purchase orders, and material movement tracking.
• Quote Management
  Advanced 'Quotation Generator' for modular kitchens and wardrobes with room-wise breakdowns.
• Sales Forecasting
  Tracks deals won, revenue trends, and conversion rates to predict future business growth.
• Deal Management
  Visual sales pipeline to track project status from initial inquiry to final handover.
• Sales Automation
  Automates repetitive sales tasks, follow-ups, and lead assignments to the team.
• Workflow Automation and Management
  Trigger-based workflows for approvals, material requests, and status updates.
• Opportunity & Pipeline Management
  Visual pipeline tracking to manage various interior design opportunities simultaneously.
• Territory Management
  Assign, monitor, and optimize sales territories to improve regional sales efforts.

Marketing Automation

• Email Marketing
  Supports email integrations for client communication and marketing outreach within higher plans.
• Campaign Management
  Facilitates automated WhatsApp and marketing campaigns to nurture prospects and drive growth.
• Lead Nurturing
  Automated WhatsApp reminders and follow-ups to keep potential clients engaged.
• Customer Journey Tracking
  Monitors the entire client lifecycle from lead capture to project completion and warranty.
• Customer Segmentation
  Groups clients based on specific requirements like residential, commercial, or modular work.
• Event-Triggered Workflows
  Actions like automated reminders triggered by deadline changes or material arrivals.
• Automated Campaigns
  Runs hands-free WhatsApp and email follow-ups for lead nurturing.

Data Sourcing / Integrations

• Social Media Integration
  Captures leads directly from social media channels into the centralized CRM.
• Data Import/Export
  Supports importing/exporting master data, items, and contacts via spreadsheets.
• API Access
  Offers API integrations to connect with external accounting and communication tools.
• Calendar Integration
  Syncs project milestones and site meetings with digital calendars for better scheduling.
• Third Party Integrations
  Connects with Zapier, QuickBooks, Stripe, and Meta-Verified WhatsApp API.
• Email Marketing Tools Integration
  Syncs with major email providers to centralize all project-related correspondence.
• Marketing Tools Integration
  Connects with diverse marketing platforms via API and Zapier for extended utility.
• eCommerce Integrations
  Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
• Interactive Voice Response (IVR) Integration
  Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

• Team Communication
  Built-in WhatsApp automation and internal task comments keep office and site teams aligned.
• Task / Activity Management
  Assigns and tracks site-level tasks, milestones, and daily progress reports.
• Document Sharing & File Storage
  Secure cloud storage for layouts, 3D renders, site photos, and financial documents.
• Omnichannel Support & Engagement
  Aggregates communication from WhatsApp, phone, and web forms into one view.

Security & Compliance

• Audit Trail
  Maintains logs of approvals, revisions, and financial transactions for transparent oversight.
• Data Encryption
  Employs enterprise-grade encryption to secure project files, designs, and client data.
• Role-Based Access Control (RBAC)
  Controls data visibility based on roles like Admin, Designer, or Site Supervisor.
• Backup & Disaster Recovery
  Cloud-based architecture with regular data backups for business continuity.
• GDPR & Data Privacy
  Adheres to global data privacy standards to protect user and client information.

AI & Machine Learning

• Predictive Analytics
  AI insights (Daizy AI) help forecast project health, budgets, and material requirements.
• Lead Scoring
  Uses AI to prioritize high-value leads most likely to convert into design projects.
• Chatbots
  'Daizy AI' assistant helps with design queries and automated client interactions.

Reporting & Analytics

• Predictive Analytics
  AI insights (Daizy AI) help forecast project health, budgets, and material requirements.
• Real Time Analytics
  Provides instant insights into site progress, lead status, and project financial health.
• Campaign Performance
  Analysis dashboards track the effectiveness of lead sources and conversion campaigns.
• Custom Dashboards
  Tailored visual summaries of project finances, timelines, and team performance.
• Sales Performance Reports
  Detailed reporting on deals closed, revenue per designer, and lead conversion speed.
• Customer Insights
  Analyzes client feedback and behavior to improve service delivery and satisfaction.
• Forecasting & Trends
  Identifies industry trends and internal business patterns using AI-powered data.
• Performance Tracking
  Monitors team productivity, site attendance, and task completion rates live.

Alerts & Notifications

• Event-Triggered Notifications
  Instant WhatsApp/Push alerts for payment approvals, site snags, or task completion.
• Custom Workflow Alerts
  Configurable notifications for specific business events like budget overruns.
• System Errors/Failures
  Monitoring tools ensure the platform remains stable for office and site workers.
• Customer Interaction Alerts
  Notifies designers immediately when a client responds or approves a quotation.
• Workflow Trigger Alerts
  Alerts stakeholders when a project stage moves from 'Design' to 'Execution.'
• SLA Violations
  Tracks overdue tasks and missed milestones to ensure timely project delivery.
• Lead Activity Alerts
  Real-time notifications when a new lead is captured or an existing lead shows interest.