FEATURES

Say yes to sales automation tasks & bid good-bye to manual data
entry so you can concentrate on selling.

YOUR LOGO

Fully White-labeled! Your logo and customized

ROLE-BASED PERMISSIONS

Have control over each user.

E-MAIL NOTIFICATIONS

Get notified when your team win deals.

API INTEFRATION

simple restful API that can be used in any language like Ruby, Java, Scala, PHP, .NET, NodeJS

MAILS

You can seamlessly connect your email provider of your choice with Ziwid, and start sending & receiving emails directly from inside Ziwid. These emails will also appear in your regular email Inbox. With this you can take advantage of our email templates feature to send "Follow Up" emails etc.

PROSPECTOR

Find People / Companies and Add them to Ziwid with one click. Its so much easier to find who you need to talk to and start talking to your leads with Prospector.

COMPANIES

Get brief "Insights" on your accounts as soon as you add them. Know who you're talking to and get right into conversation. It gets so much easier when you know the details of the business you're selling to.

PAYMENT INTEGRATION

Collecting Payments is made super easy. Ziwid is integrated with all major Payment Gateways available in the market, you can use your existing payment gateway. No complex Configurations! An easy way to collect payments right inside Ziwid. With Ziwid you can collect payments from 200+ countries.

CAMPAIGNS

Email marketing is good for your business. Ziwid enables you to automatically send the right message at the right time, you can choose/create your own templates. Schedule campaigns and trigger them at a given interval/specific date without any human effort.

Tickets

Customers Support has become an integral part of the organizations' business process. Its an important activity in all types of product and service industries. In general, tickets are used to capture customer issues that arise after purchasing a product or service from your company.

ALERTS

Alert allows you to specify a date when you like to be alerted. This is really helpful when you talk to people and they ask you to call back next week Or some one who is having their contract expiring next year. You can specify their renewal date and start talking to them before they renew.

TASKS

Get brief "Insights" on your accounts as soon as you add them. Know who you're talking to and get right into conversation. It gets so much easier when you know the details of the business you're selling to.

REPORTS

Smarter reports. All on your finger tips. Pre-defined reporting templates. See how many accounts your team has contacted / touched, you can even sort them. Know your revenue generating sources, geographical regions, high selling products and much more.

LISTS VIEWS

A List View is grouping of accounts based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements.

PIPELINE VIEW

You quickly get an overview of your pipeline. You can easily see how you are performing. Sales pipeline view groups your opportunities by what type of stage they are currently in.

PROGRESS CARD

Your sales executives can see how they're performing month on month. They can see based on quarterly and yearly graphs. Its really good to let know where they stand, so they can improve their sales every month.

PRODUCTS

Products can be either goods or services, which are sold or procured by your organization. In Ziwid, you can manage your company- wide products that are sold to your customers. Sales teams can use the products module along with other modules, such as accounts, opportunities, quotes, sales orders, and invoices.