Customer Management Simplified
Zenys customer management features are designed for entrepreneurs and small businesses – big impact comes with little effort. No more manually storing your customer details in spreadsheets nor the pain and effort that comes with using complex CRM software.
Get all the details in one place
1
Access from anywhere
Add and access your contacts from anywhere – use our lightweight mobile application or work from the comfort of your office with Zenys web application.
2
Follow-Ups
Create follow-up with customers and increase your conversion chances by up to 40%.
3
Tasks and Meetings
Create tasks to be done for customer, schedule meetings and never miss out on customer commitments.
Track your contacts by stage
Track the progress of your customer from the time you get a lead or an inquiry using to finally becoming a paying customer activity tracking functionalities.
Organize all information in one place
No more hassle of storing and searching in different places.
Upload all customer related documents as attachments and capture all information about your contact as notes throughout the lifecycle of the customer.
Upload your contacts
Quickly upload all your customer details from a csv (comma separated value format) file and save time manually entering data.
And, if you need any help with migrating your data, we are here to help!
Customize fields as per your needs
Add additional data capture fields based on your business requirement. Create fields with drop-down options to categorize your contacts.
Assign contacts to staff
Have a team working with you?
Zenys multi user accounts enable you to assign contacts to your team members. Control who gets to see what information and access which feature easily.
Get more out of Zenys with the enterprise plan
Gmail
Send email to your contacts from Zenys using your gmail id.
Google Calendar
Set up meetings with your clients using google calendar.
Email Marketing
Sync user data with a Mailchimp audience for sending personalized email marketing campaigns
FAQ
What is CRM ?
CRM stands for Customer Relationship Management. CRM software refers to technologies that assist businesses in improving their customer relationship, streamlining processes and boosting productivity.
Why is Zenys the ideal CRM for small businesses, freelancers and entrepreneurs?
Our free CRM is known for its easy adaptability and affordable price plans. With Zenys you can manage contacts, manage projects, track sales, manage pipelines, create tasks and meetings, send invoices to your customers and track your collections.
Is the CRM on-premise or cloud?
Zenys CRM is a Cloud Based CRM. You can have access to it anywhere, anytime.
Is the CRM easy to use for non techies?
Of course. Zenys has a very simple user interface that any person without any technical knowledge can use.
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.
Can I assign sales and projects to other members of my team?
Absolutely. You can assign sales and projects to other members of your team.
Is there a free trial?
Yes. You can try our software for free. Check out our pricing plan to know the features of our free package.
How secure is my data in Zenys?
Your data is secure on Zenys. We do not save any details such as your customer details, billing details, GST number, your customer number, items sold etc.