Contact Management

Helping You Serve Your Clients
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01 — IntroManage your contacts efficiently

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ZanaCRM contact management enables the holistic management of stakeholder data, hold information on employees,  prospects, clients, supplier, and more. Capable of near limitless storing of datasets, capture all the information your business needs through custom fields. Enhance your client relationship through data driven decisions.

Contacts

Capture and store any data your business might need, in a tailored layout, provide your team with seamless access

Activity Log

Log and track all business activities, allow your team to have a single view of all your stakeholder interactions

Opportunities

Get a single view of opportunities held with prospects, effectively manage and nurture leads  to conversion and beyond

Engagement Report

Rank contacts based on engagement point scoring system. Prioritise hot contact and resurrect cold contacts

02 — FeaturesDynamic Contact Management

Store Contacts
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Limitless Custom Fields
Fully Customisable Layout
Dynamic Customer Segmentation
Manage Opportunities
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Effortless Recording
Seamless Tracking
Enhanced Reporting
Log Activities
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Log Any Interaction
Customisable Activity Types
Schedule and Assign Activities
Run Reports
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Create Custom Reports
Extensive Default Reports
Report Across Several Parameters
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03 — BenefitsYour contact management transformed

Explore some of the benefits gained through managing your contacts on  ZanaCRM. Empower your team by signing up today!

Personalised Relationships

Take advantage of the wealth of contact data available on ZanaCRM to tailor your activities and  interactions, enabling that personalised feel to every interaction. Speak directly to each contact

Improved Conversion Rate

Convert more prospects to clients through holistic management of opportunities and client interactions. A clear view of the stage an opportunity has reached, enabling your team to take the most appropriate action to convert

Cross Functional Collaboration

Centralised activity logs ensures that all contact interactions are recorded, with details available to all ZanaCRM users with required access, enabling collaboration across various departments

Increased Return on Investment

ZanaCRM contact insights will increase your return on investment in sales, marketing, and operation, by focusing your efforts and resources precises on the prospects, clients, suppliers, and areas that add the most value to your business

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