zCRM - Small Business CRM and Task Management with KashFlow integration
Seven Day Free Trial
You can try this Small Business CRM completely free for 7 days with no commitment. The subscription is controlled through PayPal, when you click on the link below the PayPal invoice will say "Free for 7 days" and it will also say when the first payment will be taken. If you decide that this Small Business CRM is not for you then cancel the subscription through your PayPal account and no payments will be taken.
Try this free for 7 days - sign up with PayPal using the button below. Then only £15+VAT a month.
A simple solution that allows you to keep track of leads, potential deals, tasks and contacts and keep track on the pipeline of new business opportunities.
This Small Business CRM designed to be easy to use for small businesses that want a simple way of keeping a record of leads, contacts, communications and potential deals.
It has been designed so that users of KashFlow can easily import contacts to allow the synchronisation of contact data.
The main contact screen (left) shows all the contact data, along with last tweet, photograph from Gravatar where possible, addresses converted to Google Maps along with the ability to see notes, tasks and pending deals.
Monitor Possible Leads
The first step in acquiring new business is the managing of leads which can come from a range of different sources.
The leads aspect of the Small Business CRM allows you to collect the contact info and a record of what communication you might have with a lead.
Some leads may go nowhere and ultimately get marked as a "dead lead". Some may show promise and are returned to time and time again. Some want to go further, and those can be converted to a deal...
Keep Track of Pending Deals
Using 'deals' you can keep track of potential business with sections for notes and tasks with the ultimate ability to mark deals as won or lost.
Once a lead is converted to a potential deal a contact is also created
Any notes and tasks are also assigned to the appropriate contact and undone tasks and pending deals are listed on the home page in order to keep the progress towards completions fresh in your mind!
Seven Day Free Trial
You can try this Small Business CRM completely free for 7 days with no commitment. The subscription is controlled through PayPal, when you click on the link below the PayPal invoice will say "Free for 7 days" and it will also say when the first payment will be taken. If you decide that this Small Business CRM is not for you then cancel the subscription through your PayPal account and no payments will be taken.
Try this free for 7 days - sign up with PayPal using the button below. Then only £15+VAT a month.
Features
- Unlimited contacts, leads, deals, users and tasks.
- Contact management with Twitter & Skype support.
- Sync contact details with KashFlow
- View invoices sent with KashFlow and their payment status.
- Manage potential leads and track communications
- Account management
- Link contacts with accounts
- Task list - assign tasks
- Notes - make notes about contacts
- Deals - create deals, add details and mark as won or lost
- Contact search with auto-suggestions
- Latest Twitter Updates for contacts
- Gravatar support for contact photographs
- Automatic Google Maps for contact addresses
More features planned - this system is in continual development and new features and improvements will be rolled out.
If you have a suggestion for a feature or an improvement to suggest we might add it to our to do list.
No obligation trial
You can sign up and create an account today. It's free for the first 7 days and if you decide it's not for you then you can cancel at any time using your PayPal account.
Feedback
We want you to like this CRM and we want to keep improving it.
If you have any suggestions feel free to email us at info@zedoary.net