About Zeta CRM

Throughout the course of a typical day, companies communicate with a number of associates and managing their communications becomes vital to the business. 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.

Best suitable for

Size :








Organization type :


Mid Market






Industries :

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



  • web-based

Operating system

  • Windows

Hardware Configuration :

No specific requirement shared by the Vendor

Software Configuration :

No specific requirement shared by the Vendor

About Zeta Softwares

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.

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Client References


 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 Pipeline Tracking

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

 Sales Tracking

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

Plans and Pricing


------ No Plan Added -----



₹ 50000.00

  • Dealing with customers support issue effectively is vital to the business. Zeta CRM maintains accurate details of the support calls and manage support escalations. Whatever the business
  • Zeta CRM has the strength
  • flexibility and agility business need to exceed customer’s expectations
  • all at a price that ensures a rapid return on CRM investment. Some of the salient features of the solution are as below: Contact Management - Zeta Contact Manger is designed to meet the needs of companies for centralized contact and customer information. It provides a single central repository for critical contact information captured across the organization
  • which reduces redundancy and errors
  • enable improved data control and security
  • and eases data maintenance tasks. Through Zeta Contact Manger the sales team can access contact details
  • know the relationship history
  • opportunities
  • information
  • so they can have knowledge communications with prospects and customers. The sales team can schedule calls and meetings easily. It can record communication with the contacts and track customer history of all communications. Sales Management - Revenue from sales is the live blood for commercial organizations. By using Zeta Sales Manager
  • the company can enter the leads
  • access the leads and convert them to opportunities
  • view all sales opportunities at once or alter by using Sales stages
  • Status
  • Amount
  • Probability of close. It can also create quotes and orders for the leads. Support Management - CRM support module can improve customer satisfaction and productivity by automating customer support processes. It can assign ticket to the appropriate resource
  • record the status
  • urgency and nature of the issue and track time to resolution. View ticket assignment
  • priority weighting and notification request are available. It can also be linked to online supporting system.
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