linkedin
  • Become a Seller

Get Free Advice

Show Price

Zeta CRM logo

Zeta CRM

Brand : Zeta

Price On Request

Save Extra with 2 Offers

  • offer_icon Save upto 28%, Get GST Invoice on your business purchase |
  • offer_icon Buy Now & Pay Later, Check offer on payment page.

Zeta CRM is a cloud-based sales force automation software for business houses, offering relevant support in sales and management. The customer relationship management software offers a centralized environment to individual employees and teams working within an organization. The software can be used...Read more

  • AdviceGet Instant Expert
    Advice
  • PaymentSafe & Secure
    Payment
  • GuaranteedAssured Best Price
    Guaranteed

Zeta CRM Software Pricing, Features & Reviews

What is Zeta CRM?

Zeta CRM is a cloud-based sales force automation software for business houses, offering relevant support in sales and management. The customer relationship management software offers a centralized environment to individual employees and teams working within an organization. The software can be used to store a huge volume of customer data, including contact details, activity history, online behavior, interaction with salesforce, ongoing escalations and ticket status etc. Zeta CRM also offers real-time synchronization with Zeta ERP making the monitoring process a lot easier. Further, admins can also set user-based access rights, customize generated reports and export or import the reports as per their business needs.

How does Zeta CRM enhance the lead generation process?

  1. Enterprises can enter, view and transform leads into sales opportunities in a compact manner.
  2. Access and filter multiple sales opportunities by using sales stages, amount, status, probability of closing.
  3. Create instant and customized quotes and sales orders for the leads.
  4. The software offers predefined fields for contact and sales notes along with the option of adding new fields.

Pricing of Zeta CRM

The pricing of the Zeta CRM is available as per the requests of interested buyers. You can request a callback. Our in-house product executives will get back to you on the date and time mentioned in your callback request.

Benefits of Zeta CRM

  1. Customization: Enterprises can customize Zeta CRM as per their organizational requirements. Thus retaining the overall value of their brand and offering relevant support to potential leads at regular intervals.
  2. Intuitive Dashboard: Zeta CRM is equipped with an interactive dashboard of its own. Users can monitor potential contacts, track their business sales pipeline, schedule campaigns and make essential business decisions based on the showcased data. 

Zeta CRM Pricing & Plans

Zeta CRM price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

Get Zeta CRM Demo

We make it happen! Get your hands on the best solution based on your needs.

Interacted

Zeta CRM Features

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Others

  • icon_check Alerts & Notifications The software offers a centralized notification system, using which enterprises can send campaign-related notifications and alerts
  • icon_check Billing & Invoicing All monetary transactions can be precisely monitored using Zeta CRM, along with supporting documents.

Zeta CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Language:
  • Integration Supported:
  • Windows
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, SMEs
  • English

Zeta CRM Reviews

85%

Have recommended this product

Overall Score

4.3/5
Based on 8 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

BB

Basshead Bowser

Verified reviewer:linkedin_verify

SEO Manager, Design

101-500 Employees

Software user since: 6-12 months

Reviewed on: Aug 8, 2022

4.2/5

“Zeta CRM reviews: Amazing CRM”

Pros :

Cons :

Features

4/5

Value for Money

4/5

Customer Support

4.5/5

Ease of Use

4.5/5

Likely to Recommend

9/10
A

Ashish

Verified reviewer:linkedin_verify

Web Designer, Gambling & Casinos

101-500 Employees

Software user since: < 6 months

Reviewed on: Aug 9, 2022

4.2/5

“Very well organised platform.”

Pros :

Cons :

Features

4.5/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

8/10
CK

Caspar Kisol

Verified reviewer:linkedin_verify

Human Resources, Gambling & Casinos

2-100 Employees

Software user since: 6-12 months

Reviewed on: Sep 19, 2022

4.2/5

“Ultimate small business organisation solution”

Pros :

Cons :

Features

4.5/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

8/10

Zeta Company Details

Brand Name Zeta
Information Zeta Softwares is an ISO certified Business Applications Software developer, developing& marketing ERP, HRMS, CRM, & POS software globally.
Founded Year 1998
Director/Founders Bhavin Turakhia Ramki Gaddipati
Company Size 1-100 Employees
Other Products Zeta HRMS, Zeta FAM, Zeta POS, Zeta ERP

Zeta CRM FAQ

A Yes, you can export reports in Excel, PDF, HTML or Email.
A You can allow your customer to update their profile, generate new tickets, send reminders, enter feedback and make a ticket status inquiry as well.
A Yes, you can request an online demo of Zeta CRM. Our in-house product experts will get back to you as per the time schedule mentioned in your callback request.
A As an admin, you can create customers, manage consultants, departments and sections. You can even monitor tickets and distinguish their types.
A No, the software does not have a mobile app as of now.

Zeta CRM Alternatives

See All
Why Choose Techjockey?

Software icon representing 20,000+ Software Listed 20,000+ Software Listed

Price tag icon for best price guarantee Best Price Guaranteed

Expert consultation icon Free Expert Consultation

Happy customer icon representing 2 million+ customers 2M+ Happy Customers