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
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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.
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Follow-Ups
Create follow-up with customers and increase your conversion chances by upto 40%.
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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 to finally becoming a paying customer with the easy to use pipeline view.
Upload your contacts
Quickly upload all your customer details from a csv (comma separated value format) file and save time manually entering data.
And you if you need any help with migrating your data, we are here to help!.
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.
Customize fields as per your needs
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Add additional fields
Add additional data capture fields based on your business requirement.
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Add custom categories
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.
Trigger emails
Send email to your contacts as a response to specific events.
Send messages
Sends messages and notifications using the MessageBird Conversations API.
eMail marketing
Sync user data with a Mailchimp audience for sending personalized email marketing campaigns.
FAQ
CRM stands for Customer Relationship Management. CRM software refers to technologies that assist businesses in improving their customer relationship, streamlining processes and boosting productivity. With your business growing, you can opt for a CRM tool to bring your lead generation, sales and customer support activities together.
Zenys is a process management and lead generation tool that is tailor made for small businesses, entrepreneurs and freelancers that helps manage their overall business processes from getting customer inquiries to tracking collections. Apart from the basic features of a CRM for small businesses , we also offer features for project management, task management, invoicing and collections and an online listing platform that helps users in getting customer inquiries. In short we are more than a CRM system giving you everything to run your business easily.
One notable benefit of our CRM software, designed for small businesses, freelancers and entrepreneurs, is it's easy adaptability and the affordable pricings. We stand out from other CRM tools available in the market for the features that we offer that are curated to meet the needs of small businesses which start right from getting inquiries to tracking the collections and payments. With Zenys you can manage contacts, manage projects, track sales,manage pipeline, create tasks and meetings, send invoices to your customers and track your collections.Managing your business can be done in one single platform with us.
Zenys CRM is a Cloud Based CRM. You can have access to it anywhere, anytime.
Ofcourse. Zenys has a very simple user interface that any person without any technical knowledge can use.
If you have existing data, migrating them to our CRM software is very easy and you never need to worry about it.
Zenys offers you customer relationship management tools to maintain good relationships with your clients. With the business management tool you can create follow ups for your leads so that they don't slip through the cracks. Using the project management and task management features you can stay on track with your project and your customer journey. By maintaining a good client relationship, your conversion rates are sure to get higher.
Absolutely. You can assign sales and projects to other members in your team.
Yes. Our CRM system is accessible to our field staff.
Of course. Using our invoice software, you get an option to add your company logo or signature to your invoices making them look professional. By clicking on the palette icon, you can also choose colours for your invoice layout that match your brand and logo.
On Zenys you can choose between different currency options.
Yes. You can try our software for free using the free package in which you can create 50 customers and unlimited sales, quotations and invoices.
Zenys provides you with a free online listing platform where you can create a profile, update them with all the required details about your company and post pictures of your projects. This will help you get leads and customer inquiries if you update your profile frequently. In the customer inquiry form in your online profile, prospective customers will enter their details which will automatically be stored in the business management tool for you to make follow ups and convert them into paying customers. You get a new lead and a paying customer from the same tool!
Prospective clients can find your public profile on our website from the search and services option. While they select the category and the region you have given in your profile, your profile will be listed. If your profile is frequently updated with new pictures and details using relevant keywords, your profile would be shown among the top rankings in the search engines.
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.