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Social Engine

Social Engine

  • Get Constant Updates of Accounts, Leads, Potentials
  • Post your Current Work Status
  • Share Documents, Photos and Videos with Colleagues
  • Comment and Collobrate on Topics
  • Work Together on Accounts and Potentials

Sales Force

  • Manage leads, accounts & contacts.
  • Conversion of leads to potentials.
  • Maintain complete history of calls made to contacts.
  • Manage schedules, calls, meetings, and emails from a single location
  • Options to add meetings against your leads & potentials.
  • Export data to Microsoft Excel, Open Office and others to analyze the sales pipeline and quickly identify the bottlenecks if any.
  • Document Mangement to maintain customer-specific documents for a quick reference in future.
  • Advanced dashboards.

Sales Force Automation
Marketing Automation

Marketing

  • Lead Management
  • Mailing Lists
  • E-mail/Mail Merge templates
  • Create and execute campaigns across marketing channels
  • Captures leads directly into the CRM system
  • Measures return on investment of campaigns
  • Provide detailed views into campaign effectiveness across marketing and sales stages
  • Simplifies campaign design, execution and tracking

Customer Support & Services

  • Manage trouble tickets end-to-end.
  • Notify status of the trouble tickets to the customer.
  • Track complete history of the trouble tickets.
  • Create frequently asked questions.
  • Statistics of the trouble tickets for a better ticket management.
  • Centrally manage and share all customer service issues
  • Understand frequency of incidents to improve product quality
  • Share information across individuals and teams
  • Measure the responsiveness of customer support

Customer Support & Services
Sales

Sales

  • Product / Service Catalog.
  • Create price books for products based on customer segments.
  • Complete the sales management cycle with an integrated Quotations, Order processing, and invoicing system.

CRM Role Management

  • Creation of team as per your organization structure.
  • Control the access to modules according to the user's roles & team structure.
  • Archive the login history of each user for better auditing.
  • Share CRM data with users as per their job role (CEO, Vice President, Manager etc.,) in an organizational hierarchy
  • Set up data sharing rules to extend access rights to the other roles, roles & subordinates, and groups in an organization

CRM Role Management
Email Integration

Email Integration

  • Manage mailing lists and execute HTML based mass E-mail campaigns.
  • Send mass E-mails to the contacts and other users.

 

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