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CRM & Sales Management
Turn more enquiries into customers
Leads arrive from websites, calls, walk-ins, referrals and campaigns, and too many are lost to slow or forgotten follow-up. A CRM brings every lead and customer interaction into one place, so nothing slips through the cracks.
We implement and tailor CRM for your sales process, connecting it to your website forms, telephony, email and accounting. Our cloud product, Zavoly CRM, is available for teams that want to start immediately, and we build custom CRM solutions where requirements are specialised.
Key capabilities
Lead management
Capture leads automatically from web forms, calls and campaigns, then qualify, assign and track them.
Contacts & accounts
A complete history of every customer, including interactions, documents, quotations and orders.
Pipeline management
Visual sales pipelines with stages, probabilities and forecasts that show what will close and when.
Follow-ups & tasks
Scheduled calls, meetings and reminders with overdue alerts, so every lead receives timely attention.
Quotations & billing
Professional quotations, invoices and payment tracking linked directly to each opportunity.
Automation & reports
Automated assignments, email and SMS notifications, and reports on sources, conversions and team performance.
From demo to go-live
Consult & demo
We understand your operations and demonstrate the solution against your real scenarios.
Configure
Workflows, roles, documents and reports are configured, and customised where needed.
Migrate & train
Existing data is migrated and your teams are trained on their day-to-day tasks.
Go live & support
Guided go-live followed by responsive support, updates and continuous improvement.
Common questions
Answers to what clients usually ask us about CRM & Sales Management.
Have a different question? Talk to our team.
Do you offer a ready-to-use CRM?
Can you build a CRM tailored to our process?
Can we import our existing leads?
Does the CRM work on mobile?
Related solutions
Enterprise Resource Planning (ERP)
One integrated system for sales, finance, inventory, purchase, HR and projects, with editions for your industry.
GST Billing & Invoice Management
GST-compliant billing, inventory and receivables in one system, with the reports owners need to stay in control.
Cashbook & Small Business Accounting
Simple digital cashbook, billing and expense tracking for small businesses, on desktop and Android, online or offline.
See it working with your own data
Book a personalised demo. We will walk through the solution using your workflows and answer every question.