OUR PRODUCTS

Zeta CRM

Sales

• Pre-defined fields for contact details, e-mails and phone numbers.
• Ability to add extra fields.
• Note, activity and document tracking.
• Duplicate checking.
• Opportunity note, history, activity and document tracking.
• Product and service tracking.
• Built-in sales stages.
• Opportunity date fields.
• Opportunity designations as open, closed-won, closed-lost and inactive.
• Instant quotes.
• Filterable opportunity list view.
• Opportunity list export to Microsoft Excel®.
• Interactive activity, opportunity and dashboards.
• Interactive pipeline report with drilldown capability.
• Export reports to Excel, HTML, PDF or e-mail.

User permissions and access specifications

• Password rules.
• Central search.
• Lookups on all fields.
• Advanced queries.
• Layout designer for editing layouts.
• Remove, edit or add fields.
• Customizable sales processes.
• Customizable opportunity field names and field types.
• Customizable reports.
• Excel import and export.
• Easy-to-use with a fresh look and feel.
• Interactive dashboard.
• End-user personalization of interface design and content.
• Impactful visual charts and highly graphical reports.
• Real-time synchronization between ZETA ERP.
• Dynamic linking of multiple information sources on a single dashboard screen.
• Pre-installed sales dashboard available out-of-the-box.
• Account contact and opportunity management.
• Sales forecasting and territory alignment.
• Escalation and auto notifications.
• Quote and order entry.