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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.



  • Web


Operating system

  • W


Best suitable for

Size :








Organization type :


Mid Market






Industries :

  • Basic Office Software |
  • Education |
  • E-Commerce

About Zeta

Zeta Software, is a privately held software company that specializes in enterprise software ranging from ERP (Enterprise Resource Planning) to CRM (Customer Relationship Management) and HRMS (Human Resource Management System) and has offices across Europe, Asia and Africa.
view more products by Zeta

Client References

BCD Travel

BCD Travel







Almoyed Group

Almoyed Group


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.

Sales Opportunity with Value Sales Funnel with Probability Win/Loss Analysis with Details Customer Segmentation based on Opportunities Upselling & Cross Selling Opportunities Customer Past Business & Order History

Alerts & Notifications
  • Plan.
  • Assign.
  • Track Review - Calls.
  • Tasks & Visits Send Email/SMS Reminders to Sales Team on Due Time.
  • Review Missed or Overdue or Escalated Activities.
  • Sales Team Tracking of Daily, Weekly, Monthly Reports.
  • Email and SMS Marketing.
  • Multi Channel Marketing.
  • Customizable reports.
  • Excel import and export.
  • Client-wise Ticket Report.
  • Consultant-wise Ticket Report.
  • Department-wise Ticket Report.
  • Section-wiseTicket Report.
  • Ticket Type-wise Ticket Report.
  • Topic-wise Ticket Report.
  • Consultation Type-wise Ticket Report.
  • Ticket Status-wise Ticket Report.
  • Monthly Ticket Report.

Customer Contact Management.

Pre-defined fields for contact details.

Emails and phone numbers.

Instant quotes and Invoicing.

Note, activity and document tracking.

  • Built-in sales stages.
  • Customizable sales processes.
  • Sales Tracking.

Plans and Pricing



Rs. 50000.00 ( Per Year )

  • Contact Management
  • Sales Management
  • Support Management
  • Marketing Analytics
  • Inventory Management
  • Email Templates
  • Sales Tracking
  • Lead management


Zeta ERP presentation


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Below are some frequently asked questions for Zeta CRM

Q. What is cost centre in Zeta ERP?

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.

Q. How to set short cut keys?

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

Q. How to set favorites in Zeta ERP?

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


Add Review


Helpful service.

6th August, 2016

Ease of Feature

Ease of Use

Value for money

Customer Service

  • Pros -
  • I was wary at what was my first attempt to buy software from other than the maker, but this experience worked out perfect. Everything went as they said it should, and I am very happy with the product.
  • Cons -
  • No Cons

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