CRM and Marketing: every customer, a measurable relationship
Relationships, communications and marketing data in a single integrated environment: every contact becomes an opportunity you can follow and measure, from the first visit to post-sales support.
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All the value of the relationship, in a single system
A single view of every customer
Leads, opportunities, orders, conversations, tickets, warranties and documents stay linked in the same profile. The team always works with up-to-date information, avoids duplication and delivers faster, consistent and personalized answers.
Automations that free up time
Assign requests, send communications, activate warranties, log activities and update statuses automatically. Zelo ERP reduces manual steps, errors and delays, leaving people more time to sell and take care of customers.
Data-driven decisions
Measure campaigns, clicks, conversions, response times, participation and satisfaction. With data linked to the entire sales journey, you can see which actions generate real results and invest resources where they produce the most growth.
Integrated CRM
Manage leads, opportunities, complaints and sales activities in a single flow linked to quotes, orders and invoices. The kanban pipeline makes every deal visible, while reports on outcomes, channels and probabilities help you forecast revenue and improve sales strategies.
Discover all the features for Customer Management
Product warranties
Automate warranty creation from sales and deliveries, linking customer, product, serial or batch number, dates and source documents. Verify coverages, manage extensions and support service, complaints and repairs with reliable information, always available in the suite.
Discover all the features for Warranty ManagementHelpdesk
Collect requests from email, phone and the customer portal into trackable tickets, automatically assigned to the most competent team. Monitor priorities, working hours, prepaid hours and activity status. Customers receive transparent support and the team works on an organized, measurable process.
Discover all the features for Helpdesk Management
Events
Organize online and in-person events by managing registrations, tickets, agenda, speakers, badges, communications and feedback from a single platform. Zelo ERP links participants, sales and follow-up activities: every event becomes a measurable opportunity to develop business relationships.
Discover all the features for Event ManagementEmail marketing
Create professional emails with a visual editor, segment recipients with advanced filters and organize every campaign in a kanban pipeline. Monitor opens, bounces and clicks on tracked links to send more relevant communications, optimize results and connect marketing to sales opportunities.
Discover all the features for Mail Marketing Management
Surveys
Design online surveys for customers, events, projects, recruiting and quality, with customized questions, scores and visual workflows. Answers stay integrated in business processes and become reports, statistics, activities and concrete decisions, without manual exports or scattered spreadsheets.
Discover all the features for Survey ManagementCustomer portal
Offer customers a dedicated area to view orders, delivery notes, invoices, documents and stock availability, open tickets and follow their requests. An integrated access point that increases autonomy and transparency, reduces operational interruptions and improves the support experience.
Discover all the features for Customer Portal Management
Live chat
Bring website and customer portal conversations directly into the CRM. Live chat lets you automatically assign requests, keep the full history, create leads or tickets and measure response times and satisfaction: every dialogue becomes an opportunity followed with continuity.
Discover all the features for Live Chat ManagementLink tracker
Create short URLs and consistent UTM parameters for newsletters, social, blogs and digital campaigns. Every click is tracked and linked to campaign, media and source, so you can attribute leads to the right actions, compare channels and invest your budget more consciously.
Discover all the features for Link Tracker Management