Zealit CRM
Open Zealit CRM and treat it like your daily command center. Start by syncing contacts from email and spreadsheets, then tag prospects by source and interest. Lead scoring highlights who to call first. The AI Assistant reviews recent emails and deal notes to draft a tailored opener, a follow‑up, or a proposal outline. Launch a simple outreach cadence across email, SMS, and social DMs, and place calls through the built‑in phone line so every conversation is logged automatically. When a reply lands, convert the record to a deal, set the stage, add tasks, and attach documents. Build quotes from the product catalog, generate multiple options, and track approvals. Once the deal closes, order management kicks in and syncs with your accounting or inventory tools in real time.
For marketing, segment audiences by behavior, purchase history, geography, or lifecycle stage. Drop each segment into an automated journey: welcome series for new leads, win‑back for inactive buyers, or upsell paths for loyal customers. The AI Assistant proposes subject lines, copy variations, and timing based on past performance. Run A/B tests and compare revenue attribution inside the same dashboard. Schedule posts across channels, capture inbound leads from web forms and social, and route them instantly to the right rep or territory. Keep referral programs visible with dedicated tracking, and use list management to coordinate newsletters, promotions, and event outreach, all with ROI reporting. more
Zealit Crm
Custom
Lead Management
Opportunity Management
Account Management
Task Management
Email Management
Reports and Analytic
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