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Client RELATIONSHIP MANAGAMENT SYSTEM

for Small & Medium-Sized Businesses

Automate Sales, Manufacturing, and Inventory in One App.
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Discover the Benefits of Our CRM

Why Watch This Demo?

Our CRM system is designed to streamline your workflow and improve client engagement. By watching this demo, you’ll gain a comprehensive understanding of how our solution can be tailored to meet your specific business needs.
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Full Control & Customization

Monitor all production stages — the number of ready-to-use goods, the number of completed operations, and the time they were completed
  • Assign employees to certain operations
  • Produce in batches
  • Use your own statuses, custom fields, and individual print forms to customize your production proces
  • Use different warehouses for raw materials, semi-finished, and finished goods
  • Make different BOMs for specific variants of your goods
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Sales

Crafting Persuasive Sales proposals

Our sales proposal seamlessly integrates with our CRM platform, empowering sales teams with the tools they need to streamline the proposal creation process, track engagement metrics, and foster meaningful interactions with prospects. Through advanced analytics and real time insights, sales representatives can fine-tune their proposals, personalize content, and adapt strategies to maximize conversion rates and drive revenue growth.
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Accurate Sales Estimates

Empowering Informed Decision-Making

At its core, our Sales Estimates feature is more than just a tool—it’s a strategic asset designed to optimize resource allocation, mitigate risks, and enhance client satisfaction. By equipping sales teams with the foresight needed to anticipate challenges and capitalize on opportunities, we pave the way for sustainable growth and long-term success.
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Effortless Invoicing Solutions

Simplify Sales Transactions with Confidence

Our CRM system’s integration capabilities enable seamless synchronization of invoicing data with accounting software and payment gateways, streamlining reconciliation processes and enhancing financial visibility. Real-time tracking and reporting features provide stakeholders with actionable insights into sales performance and revenue trends, empowering informed decision-making and strategic planning.
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Streamlined Payment Management

Secure Transactions, Seamless Experiences

With our intuitive payment management interface, businesses can effortlessly track, process, and reconcile payments across various channels and currencies. Whether handling one-time purchases, recurring subscriptions, or installment plans, our system provides the flexibility and scalability to accommodate diverse payment needs with ease.
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Efficient Credit Note Management

Seamlessly Navigate Sales Adjustments

Our Sale Credit Notes feature is more than just a transactional tool—it’s a strategic asset for preserving customer trust and loyalty. By providing a seamless credit management experience, we empower businesses to uphold their commitments, resolve issues promptly, and foster long-term relationships built on integrity and reliability.
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Catalog Management Excellence

Elevate Sales with Streamlined Item Tracking

With our intuitive item management interface, businesses can effortlessly organize, categorize, and update their product catalog with ease. From adding new items to modifying existing listings, our system provides the flexibility and scalability to accommodate diverse product portfolios with precision and efficiency.
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Projects

Projects Summary

Monitor all production stages — the number of ready-to-use goods, the number of completed operations, and the time they were completed
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LEADS

You can make specific amendments regarding actually used raw materials or finished goods for any stage of manufacturing
  • Control stock of raw materials, and finished goods
  • Purchase raw materials for a certain production order
  • Order supplies of raw materials that aren’t sufficient for a production order
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REPORTS

EXPENSES VS INCOME

Sell produced goods using Online Order App. Generate catalogues with your products and send links to customers
  • Control stock of raw materials, and finished goods
  • Purchase raw materials for a certain production order
  • Order supplies of raw materials that aren’t sufficient for a production order
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Core Features

User Authentication and Authorization:

Secure login functionality for users to access the system. Role-based access control to restrict access to certain features based on user roles.

Dashboard

Provides an overview of key metrics and insights into sales performance. Displays summary information such as total leads, opportunities, and sales.

Contact Management

Allows users to create, view, edit, and delete contact records. Stores essential contact information such as name, email, phone number, and address.

Lead Management

Facilitates the tracking and management of potential sales opportunities (leads). Enables users to capture lead details, assign ownership, and track status changes.

Task Management

Allows users to create tasks and assign them to specific contacts or opportunities. Provides reminders and notifications for upcoming tasks.

Reports and Analytics

Generates reports on various aspects of sales performance, lead conversion rates, and pipeline forecasts. Offers visualizations and charts for quick insights into data trends.

DEMO VIDEO

Say goodbye to overbookings

With Cloudbeds, all of your tools – hotel property management system, booking engine, and OTA channels – are always in sync. Streamline reservation management and front office operations with a centralised reservation calendar. Automatically update your availability everywhere with just one click.
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Talk to our Expert

We’ll show you how ZS CRM will fit into your business and answer your questions.
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FAQ on ZS CRM System

Start of ZS CRM Usage
Improved customer relationships, increased sales, enhanced marketing effectiveness, and streamlined business processes.
Implementation varies, but many CRM solutions offer user-friendly interfaces and customizable features for a smooth transition.
Yes, scalable CRM systems are designed to accommodate growing businesses, offering flexibility and tiered pricing plans.
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