ZEALIT CRM (customer relationship management) is a software aimed to give the sales team better power over the sales activities. It provides them with suitable tools and requirements to keep track of their sales inquiries, leads, conversions, businesses, sales, customers, and volumes hassle-free.

ZEALIT offers a better CRM experience to its customers by adding the application into its database. CRM is a must-have investment if you run a business of any sort as CRM concentrates on giving better customer experience and modernizing entire customer interactions. ZEALIT CRM allows companies to develop and manage better customer associations using CRM technology, sales automation, and up-to-date communication history. It also supports the business with data sharing facility which combines sales, marketing, customer, and volume information.

Benefits of CRM:

  • A CRM can be managed efficiently for an email campaign about potential products and services, offers, announcements, and to send any segmented information to clients and customers.
  • CRM being a customer-facing application increases the positive experience of customers with faster response time and free data.
  • CRM enables more real communication with the customer or prospects, as the sales officer receives real-time data of the services or products, stock and inventory, job progress, and other deliverables on his fingertips.
  • CRM, when integrated into the ERP software, it will ensure better forecasting, accurate planning, and improved sales functionalities that include sales tracking, customer information, service types, pipeline management, marketing campaigns, and maintaining prospective customers and products.

Highlights of CRM:

  • A CRM is customer-centric, and sales metric focused, which answers in steady and exact forecasting of the sales trends and information and delivers better analytical data and reports.
  • It gives outstanding sales range, more easy customer interaction, and conversions. It quickens response time, increases proficiency, and urges prompt decision-making skills.
  • A unified CRM helps in direct sales closure with the customer using its real-time data and knowledge of customer behaviour patterns.
  • Centralization of data allows the user to admit information on customers, sales details, inquiries, order history, etc. and provide instant and better support to the customer. This would help in producing a stronger prediction and customer trend analysis.
  • In all the businesses, customer knowledge is the most powerful factor contempt how well your product and services are. Therefore, it is high time to invest and maintain CRM software to make the best out of sales activity. It will ensure that the customer is well managed from the inquiry to the sale’s closure and until the invoice paid to the feedback received.

Features of CRM:

  • Lead Management
  • Opportunity (including Lead Status, Proposal Submitted, Deal Won, and Lost)
  • Account Management
  • Task Management
  • Email Campaign Management
  • Reports and Analytics.

Lead Management:

Lead management is an organized process in which inbound leads are qualified, examined, and developed so that they can be converted into new business opportunities. In a normal sales process, leads from multiple channels enter lead management system, and the sales-ready leads are converted into deals.

ZEALIT CRM has been constantly rated as the best lead management solution by both customers and experts. With a comprehensive set of lead management features for businesses of all sizes and types, your sales reps can now convert more leads in less time, and with less effort.


Opportunity Management:

Opportunity management is the process of examining all possible leads that can convert completely across thesales funnel.


Why Opportunity Management?

Opportunity management can help you track sales as they occur in real-time and move down the pipeline. You get to exercise of selling efforts on opportunities that have the capacity to convert to paying customers. You can estimate risk factors and avoid wasting time on lost deals. Opportunity management can enable you to:

  • Understand Prospective Buyer’s and their exceptional requirements
  • Monitor Deal Progress
  • Create valuable business proposals and close deals with valid contracts
  • Build a rapport with customers at every stage of the sales pipeline

Opportunity Management Process:

The opportunity management process is a progressive set of steps that can help you manage opportunities at every stage of the pipeline. It ensures that you track every possible sale opportunity and close deals quickly. The steps of the opportunity management process are below as follows

  • Sales Initiation
  • Qualification
  • Proposal
  • Contract

Account Management:

In some CRM systems, the term account management can be used interchangeably with the term CRM (customer relations management). Therefore, account management indicates all the tools and plans used by a company to build relationships with current and prospective customers. The most common account management practices include collecting and examining customer data, tracking all stages of customer lifecycle, and forecasting customer performance. The primary goal of account management is improving customer retention and driving sales growth.

Advanced account management software usually provides a range of tools to make the life of salespeople much easier. Among the most common solutions there is sales automation, contact center, shared calendars, or lead routing tools. Lead routing is especially important for companies that have many incoming leads as it allows to set up different lead distribution rules, such as potential deal size, lead source or a history of previous interactions with a lead. Later, the leads are shared among your salespeople according to your preset rules automatically.


Task Management:


Task management sequences through the lifespan of a task, from planning through tracking to execution. It helps teams by keeping track of work from start to finish, including important deadlines, prioritizing tasks, and assigning them to the proper personnel. It keeps projects on track and guarantees that they get completed on time.Besides, task management, a subgroup of project management, is simple. It is a procedure for breaking down large undertakings into smaller, more convenient chunks.

Task management concentrates on prioritizing, setting deadlines, and delegating activities spread over several projects. Project management is a much larger term. It focuses on resource allocation, budgeting, dependencies, and task management.

Task Management enable businesses to:

  • Relationship Channels
  • Manage the workload
  • Increase Productivity.

Email Management:

Email is still an important and one of the most preferred ways of engaging with leads, prospects, and customers.

The email management showcase in CRM systems improves customer communication and keeps track of customer responses to each email. The software sends rapid alerts to notify users about the emails received from deals and contacts to ensure all important emails are followed-up and responded as well.


Reports and Analytics:


Reports and Analytics not only permit you to capture website visit data, but it also helps you to examine the raw data obtained, provides insights into users’ behavior from how they interact with your website, identifies issues, and offers recommendations for improvement.

CRM systems acquire animportant information associated to sales, marketing, and customers, combine them to showimportant information about the market, business trends, buying patterns and customer activities. The reporting feature uses the information to speed up the process of producing reliable, real-time business reports.

CRM software applications with reporting and analytics functions provide sensitive ways to collect and access these statistics from a simplified UI. With its help, you can create more enhancedtrained marketing campaigns and provide better customer gratification rates.