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image Dashboard

Dashboard provides the data drives the user to various activities they should performance viz picking up the open leads, send email follow-ups which are overdue. The Deal and Lead manager can check the team performance in the dashboard and do the necessary action.


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image Lead & Deal

This entry screen for the users from which they can view all the leads and deals based on their role allocated only to them and for the team (for managers roles). From this screen they navigate to action screen table viz, edit, notes, emails, task, expense, and view of lifecycle of a Leads and Deals. Based on the roles the action is controlled .


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image Report

Exhaustive list of reports provided for the deals and leads .


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image Mobile View

Mobile with offline capability

ZCRM can be accessed by the team on the field in offline mode and get sync with the go on-line. This mobile friendly feature helps the sales / marketing team who on the field not to lose the important notes to be updated in CRM and duplication of work.


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