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about_details_pp About Zeta CRM

Zeta CRM helps maintain accurate contact records of communication with the customers. Zeta CRM centralizes and store massive volumes of customer and prospect data - from contact history to social media activity - and make it available in real time. This data can be leveraged to retain your best customers and maximize the effectiveness of every customer interaction–whether it’s Sales, Service or Marketing. Zeta CRM is not only a Contact Management Software but robust CRM solution with one of the shortest implementation time of any CRM system in the market. It will help small to medium sized business increase their revenue by creating long-lasting customer relationships.

Sold By : Zeta

about_specification_ppZeta CRM Specification

Organization Type :

  • SMEs

  • Mid Market

  • Startups

  • Agencies
No. of Employees
  • 11-15
  • 16-200
  • 201-500
  • 501-1000
Platform :
  • win Windows
Deployment :
  • Web-BasedWeb-Based
Suitable For :
  • Basic Office Software
  • Education
  • E-Commerce
  • English

about_features_ppZeta CRM Features

  • Lead Management

    Capture Lead Automatically. Distribute Leads to Telecalling Team. Assign Qualified Leads to Sales Team for Visit. Send Personalized Email & SMS to Clients. Identify & Focus on Hot/Winning Leads. Customize Lead Screen to Suit Your Business. Monitor Lead Status with Timeline & User Activities.

  • Alerts & Notifications

  • Inventory Management

  • Sales Quotes

  • Case Management

  • Supplier and Purchase Order Management

  • Analytics & Reporting

  • Billing & Invoicing

  • Sales Management

  • Sales Pipeline Tracking

  • Marketing Management

  • Mass Email

  • Opportunity Management

  • Customer Support

  • Sales Tracking

  • Customer Information System (CIS)

  • Workflow Management

  • Role-based access

about_faq_ppZeta CRM FAQs

A cost centre is part of an organization that does not produce direct profit and adds to the cost of running a company. Examples of cost centers include research and development departments, marketing departments, help desks and customer service etc. The cost centers are selected while posting the transactions, so that we can take cost centre wise reports for each transaction.
Some people prefer to use their keyboard rather than a mouse when working with their software. For frequent actions, you may find some shortcuts easier and quicker to use. The user can configure their own Short cut key in the System Manager > Common Services > Short cut keys
Any task you do most often is added to favorites, in order to easily access them whenever you want. In order to add to favorites Settings > Favorites

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