CRM Features

Modern pipeline

Manage your deals in a visual, drag-and-drop pipeline that keeps the whole team on the same page. Columns and stages are fully customizable per sales team, so ZavERP CRM adapts to your process instead of forcing you into a rigid template.

Mobile CRM

Work your pipeline from anywhere with a mobile-friendly interface. Check your next activities, log meeting notes, and update deal stages on the go, so information is always fresh and the team never loses track of a moving opportunity.

Guided activities

Plan your next calls, emails, and meetings directly from each opportunity. ZavERP queues your activities so reps always know what to do next, reducing idle time and ensuring that no hot lead or deal is forgotten.

No more manual data entry

Create quotes from opportunities in a few clicks, auto-fill contact information, and synchronize key fields across the system. Data entered once is reused everywhere, which cuts down on repetitive work and minimizes errors.

Multi-source lead capture

Create leads automatically from website forms, email aliases, phone calls, events, and external systems. All new leads flow into a single unified inbox, giving marketing and sales a complete view of demand without scattered spreadsheets.

Lead nurturing

Segment your leads and launch tailored follow-up campaigns with integrated marketing tools. Send targeted emails, messages, or tasks based on lead behavior and status to steadily move them from first contact to qualified opportunity.

Predictive scoring

Use lead scoring rules to prioritize leads with the highest likelihood to convert. ZavERP CRM can take into account source, industry, country, past performance, and custom factors so sales reps focus their time where it matters most.

Deduplication and enrichment

Detect duplicates automatically when new leads arrive or when they are converted into opportunities. Enrich contacts with additional data from integrations or external services, keeping your database clean and your sales team better informed.

Assignment rules

Distribute leads to the right sales team or salesperson using flexible assignment rules. Define routing by region, industry, language, or workload to balance capacity and ensure fast responses for every incoming lead.

Pipeline management

Get a clear, real-time overview of your opportunity pipeline. Drag and drop deals between stages, filter by team or owner, and instantly see expected revenue at each step to understand how close you are to hitting your targets.

Customizable stages

Adapt pipeline stages to the way you actually sell. Add probabilites, descriptions, and entry criteria to each stage so your team shares the same definitions of “qualified”, “proposal sent”, or “won”, improving forecast reliability.

Activities, calls, and meetings

Schedule calls and meetings directly from the opportunity and log outcomes in seconds. Sync events with your calendar, track next actions, and keep all communication history visible to anyone who opens the record.

360° opportunity view

See everything related to a deal in one place: visited website pages, emails, meetings, notes, quotes, and previous orders. Salespeople do not have to jump between apps to understand context and can respond to customers with full information.

Call logging and VoIP

Place calls from the browser or log them manually with a couple of clicks. After each call, ZavERP proposes next steps so follow-ups are never missed. Incoming calls can trigger automatic pop-ups with the customer’s profile and open deals.

Shared address book

Maintain a single, shared customer database across your company. Sales, support, and finance work with the same records, which reduces inconsistencies and delivers a smoother experience for your customers.

Customer preferences

Store and use customer preferences such as language, communication channel, payment terms, and delivery options. Reps always see the most important details at a glance to personalize their approach and avoid awkward mistakes.

Multi-address and contacts

Manage multiple addresses and contacts under each company account. Link decision makers, influencers, and operational contacts to the same organization so you can map out the buying committee and communicate with the right people.

Full relationship history

Access the full history of each customer: opportunities, quotes, orders, invoices, tickets, and more. This 360° view helps teams understand the relationship at a glance and spot upsell, cross-sell, or retention opportunities.

Email templates and tracking

Create and reuse email templates for common sales scenarios like first contact, follow-up, or proposal reminders. Track opens and replies so reps know which messages resonate and when it is the right time to follow up again.

Email integration

Centralize email conversations by linking them automatically to the correct lead, contact, or opportunity. New messages can create leads, and ongoing threads are always visible from the CRM so context is never lost.

VoIP and call queues

Use integrated VoIP to call customers directly from the browser, build call queues, and automatically log call details. Failed calls can trigger reminders or follow-up emails, helping teams maintain high-touch communication with less manual effort.

Alerts and subscriptions

Follow key opportunities and customers in a single click. Configure alerts for important events such as stage changes, big deals at risk, or inactivity, so managers and reps can react quickly before issues turn into lost revenue.

Multi-team support

Allow salespeople to belong to multiple teams without duplicating records. You can manage regional, product, or strategic teams in parallel and still keep reporting and ownership clear for every opportunity and account.

Interactive dashboards

Use ready-made dashboards or build your own using flexible reporting tools. Combine filters, groupings, and charts to track the metrics that matter most, then share them with your team for a common understanding of performance.

Pipeline and win-rate analysis

Analyze your pipeline by stage, salesperson, team, or country to see where deals move smoothly and where they get stuck. Compare win rates across segments to refine your qualification criteria and your sales process.

Lead source performance

Measure how many leads and opportunities each source generates and how much revenue they produce. This lets you evaluate the ROI of your marketing campaigns and focus your budget on the channels that truly bring results.

Cohort and funnel views

Track how leads and opportunities evolve over time with cohort and funnel analyses. Identify patterns such as seasonality or long sales cycles, and use these insights to improve forecasting and resource planning.

Team KPIs

Monitor key performance indicators for each sales team and individual rep: number of activities, new opportunities, won deals, and generated revenue. Managers can quickly spot coaching needs and top performers.

Sales and quoting

Convert opportunities into quotes and orders in just a few clicks. Product, pricing, and discount information flows automatically from your catalog, while CRM keeps all related documents linked to the original deal.

Website and forms

Connect your website and landing pages to ZavERP CRM. Web forms, chat widgets, and other entry points create leads automatically with full tracking of the source and campaign that brought them in.

Marketing tools

Integrate with email, SMS, and marketing automation modules to run campaigns directly on CRM segments. Results from campaigns feed back into CRM so sales can see which contacts engaged and why.

Inventory and delivery

For product-based businesses, integrate CRM with inventory and fulfillment. Reps can see product availability while preparing quotes and can trigger deliveries once deals are closed, without re-entering data in multiple systems.