The All-in-One Sales CRM to Streamline Your Business
Manage sales pipeline and all your sales activities from one comprehensive platform. Close more deals and grow your business faster with Zenys Sales CRM.
- 30 days free trial. No credit card required
- Prices starting at $8/ month
One Tool for Pre-Sales and Post Sales Activities
Simplify your sales management processes starting from capturing leads to collecting payments from customers.
Manage Sales Processes Effortlessly
Define multiple sales pipelines and stages as per your business process and save time with automations. Add products to sales opportunities, generate quotations and invoices and share automatically to customers.
Manage Sales Pipeline
Get an instant view of all your deals in the pipeline. Drag and drop the sales to the appropriate stages as they progress.
Connect your Gmail account to send emails & schedule meetings. Make calls from the CRM and track them through call logs and recordings.
Customizable Sales Pipeline
Customize the CRM the way you want. Also, add and edit the sales stages and other custom fields as per your business needs.
360-Degree View of Deals
Access the details of every deal from one place. View the contact details, tasks, important documents, emails and more associated with each deal.
Schedule tasks, meetings, follow-ups and calls and get reminders and notifications on time. Ensure productive work within your team.
Control who gets to access what. Your team members will get alerts on their assigned tasks, so no more missing out on important work.
Automate Sales Process
Automate routine tasks in your sales process. Set tasks as well as follow-ups and assign them to your team members automatically.
Invoicing and Collection
Create documents like invoices, quotation and estimates with your custom branding. Share with your customers and collect payments.
See how your sales are progressing through custom reports. Quickly find the data you are looking for by building your own dashboard.
Capture and Convert Leads Faster
Create leads and prioritize them for easy tracking. Segregate the leads based on custom criteria and filter the list however you want. Engage with them through built-in telephony, send automated SMSs as well as email sequences using templated emails and convert them faster.
Customer Management Simplified
Get a complete overview of your contact including the contact details, associated sales & support activities, follow-up calls, emails, attachments as well as the current customer stage.
Invoicing, Online Payments & Expense Tracking
Easily create Invoices from Quotations, share with customers
Create Quotations & Invoices
Add products with pricing, units and discounts to a sale opportunity and create Quotations and Invoices in seconds.
Apply your branding to print layouts and share sales documents with customers via email or customer portal.
Connect to your Favourite Tools
Send email to your contacts from Zenys using your Gmail id.
Set up meetings with your clients using google calendar.
AVAILABLE WITH ENTERPRISE PLAN
Send email to your contacts as a response to specific events.
Sends messages and notifications using the MessageBird Conversations API.
Sync user data with a Mailchimp audience for sending personalized email marketing campaigns.
Create subscriptions, share invoices and collect payments using Stripe
Create and share payment links, subscription plans and collect online payments from customers
Find the right plan for your business
- 1 month of free Diamond plan usage
- Add 10 contacts per month
- Add 10 sales per month
- 5 Quotes/Estimates
- 2 Invoices per month
- Track expenses
- 0.5 GB storage
- Task management
- Add unlimited contacts
- Add unlimited Sales and Projects
- Create unlimited quotes & invoices
- Track project wise expenses
- 1 GB Storage
- Task Management
- Everything in Gold plan plus
- Customer portal
- Collect online payments from customers
- 2 GB Storage
- Gmail Integration
- Google Calendar Integration
1. What is CRM ?
CRM stands for Customer Relationship Management. CRM software is a platform that is used by organizations to manage their customer relationship and sales processes.
2. Why do I need a sales CRM ?
It is essential for every business, small or big, to use a CRM in order to streamline their business processes. A CRM lets you manage your customer relationships, and sales processes effortlessly. Here are some reasons to use a CRM in brief.
3. Is Zenys a customizable sales CRM ?
Yes. Zenys is a customizable sales CRM. You can customize the CRM however you like based on your organization’s requirements.
4. Does Zenys sales CRM help my team work better together?
Zenys’ activity tracking features enable you to coordinate with your team more easily. You can assign contacts, and sales to your team members, create tasks follow-ups and assign them to the appropriate staff.
6.Is this CRM software on-premise CRM or cloud based CRM?
Zenys CRM is a Cloud Based CRM. You can have access to it anywhere, anytime.
7. Is this CRM system easy to adopt?
Yes. Our CRM is very easy to adopt as well as has a very simple user layout.
8. Is your CRM tool accessible to your field staff?
Yes. Our CRM system is accessible to our field staff.
9. How easy is it to migrate your existing data?
If you have existing data, migrating them to our CRM software is very easy and you never need to worry about it .
9. Does it offer a free trial?
Yes. Zenys offers a 30 day free trial period. Using the free package you can add 10 contacts/sales as well as create 5 Quotes/Estimates and 2 Invoices per month.