Virtual Business Platforms

CRM Software Application

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ZoCRM is a Customer Relationship Management (CRM) application that is mobile, social, and gamified. Create email campaigns and lead generation forms, then manage your contacts, leads, opportunities and accounts while creating a workflow for projects with your staff, assigning tasks, tracking and creating customized detailed reporting

ZoCRM CRM Software Application

Customer Relationship Management (CRM) Application Sofware

Price: $799
One Time Software Application Licensing Fee
Installation on Local Host: included
Setup/Configuration: included
Branding Initiation: included
Technical Support: 1 Year
Updates: lifetime included

We use a test-driven methodology for building every part of the application. This means you can create and maintain a custom-built CRM system or platform with the assurance that future updates are not going to break your installation

  • CMS Based Website
    • 100% Manageable by you
    • No coding needed
    • Simple to use friendly interface
  • Online Cloud based CRM - Online Anytime, Anywhere
    • Manage your Accounts
    • Manage your Contacts
    • Manage your Leads
    • Manage your Opportunities
  • Customized Branding
  • Messaging
    • Preexisting Email Templates
    • Create Custom Template
  • Fully Customizable Dashboard
  • Team Calendar
  • Team Storage
  • Powerful Admin Configuration
  • Web Forms
    • Drag & Drop Created
    • Simply Paste html code into webpage
    • Track Results
    • Create Reports
  • Workflows
  • Client Relations Management
    • Contacts
    • Leads
    • Opportunities
    • Accounts
  • Marketing
    • Create Email Marketing
    • Initiate Campaign
    • Track Campaign Results
  • Product Catalog
    • Create Category
    • Create Type
    • Create Item
    • Set Price
    • Manage Inventory
  • Project Management
    • Create Project Space
    • Invite Contributors
    • Assign Tasks
    • Track Progress
  • Powerful Reporting Tools
    • Create Customized Reports based on a variety of variables
      • Select from Module
      • Select Filters
      • Select Display Columns
      • Select Ordering

         

        Simply Clean Interface is easy to manage and customize to your branding needs
        • Activity Management
          • Meetings, Tasks, Notes, and Attachments all in one place
          • Roll Up to see activities from related records
          • Latest activities widget, easy view of historical information
          • more
        • Deal Tracking
          • Sales Force Automation
          • Create and Manage Opportunities
          • Track Sales Pipeline
          • Probability of Closure
        • Gamification
          • CRM Gamification rewards end users
          • Scores & Badges
          • Achievement & Status
          • Proven to improve User Adoption
        • Powerful Reporting
          • Report on virtually any set of records
          • Drag and Drop Filters
          • Customize, save, share Reports
          • Charting
            • 3D
            • Bar Graphs,
            • Donut,
            • Pie,
            • Line Graphs
            • etc.
        • Workflow
          • Create custom Workflows with drag and drop wizard
          • Trigger email alerts or actions
          • Keeping track of events as they occur
          • Get notified on upcoming or elapsed events
          • more
        • Marketing Automation
          • Create and Launch Email Marketing campaigns
          • Schedule Autoresponders
          • Build and embed Web Forms that link directly to CRM
          • Manage Campaigns
        • Product Management
          • Create Product Catalogs
          • Integrate Products with Opportunities, Accounts, Contacts
          • Manage Product Items and quantities
        • Security
          • Roles
          • Groups
          • Permissions, Rights, Policies
          • Ad-hoc teams
          • more
        • Personalize
          • Custom fields, layouts and labels
          • Custom Dashboards
          • Calculated fields
          • Dependent dropdowns
        • Internationalization
          • Language Packs
          • Real Time Currency Conversion
          • Multiple Timezone support
        • Fully Customizable
          • Developer Friendly
          • Extensive documentation and Community Support
          • Built on Yii/JQuery
          • Runs on Windows or Linux
        • Integrations
          • Restful API
          • Google Mapping / Geocode
          • Currency updater4m
          • Email archiving
        • On the Go
          • Tablet Ready
          • iOS Ready
          • Android Read

            FAQ and Q&A Forums are also great for SEO and creating internet presence for your business. Forum boards create natural and automated content based around your keyboards, in addition to resolving customer anxiety and answering questions without the need for customer service agents that clog up your payroll.