ACCOUNTS & CONTACTS

ZOOM CRM contact management software

Store all your contacts in one single place. Track communication, related sales quotes and opportunities. ZOOM contact CRM makes it easier for your sales team to follow up and close deals faster.

CONTACT & ACCOUNT DETAILS

Instantly available
to the whole sales team

ZOOM contact management software keeps your contacts organized and holds them as ‘contacts’ and ‘accounts’.You can grow an unlimited database of contacts.

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Managing customer contacts & accounts in one place

No more spreadsheets, keep everyone in sync.

  • Basic contact info
  • Social media profiles
  • Related account
  • Related deals
  • Send emails
  • Take notes
  • Add activities
  • Upload files
  • COMPLETE COMMUNICATION HISTORY

    Cater to your client’s needs better

    Every interaction with the contact is tracked and updated in real time. See a visual history of all your activities. It’s easier to (make a) follow up (email) when you can check last conversation.

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    SCHEDULE ACTIVITY

    Visualize your week

    Schedule calls, (schedule) emails, meetings and tasks quickly from the contacts and accounts dashboard. Check activity calendar to view your day to day sales activities.

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    RELATED QUOTES & OPPORTUNITIES

    Don’t miss out on account’s deals

    Keep track of all opportunities and sales quotes by their sales pipeline stage, close date and their total value.