Zento CRM Features
Zento CRM Worksuite offers flexible plans for every business. Web-based software streamlines operations, boosts productivity, and supports growth through automation and management tools.
Zento CRM, Leader in Industrial and Business process automation.
Zento CRM Worksuite is built to make everyday business tasks easier and more organized. It brings sales, marketing, customer support, and project management together in a straightforward system. Teams can easily track leads, follow up with clients, and manage projects without switching between multiple tools.
Our services focus on setting up and customizing Zento CRM to fit your business goals. We also provide ongoing support, automation setup, and training so your team can work smarter, save time, and achieve better results.
Divyanshu Kumar
CEO of Zento CRM
User & Access Management
Zento CRM allows businesses to manage users, roles, and permissions efficiently. Admins can assign access rights, track employee activities, and maintain secure login controls. Multi-user access supports small and medium teams while ensuring accountability through defined hierarchies. User roles and attendance features streamline workforce management, while biometric and performance integrations ensure discipline, efficiency, and accurate HR monitoring across the organization.
- Upto 5 Users: Allows up to five users to collaborate efficiently within CRM.
- Employees: Manage employee records, performance, and access rights with detailed tracking.
- Attendance: Track daily attendance with in/out records and automated reports.
- Performance: Monitor individual employee efficiency, targets, and growth metrics continuously.
- Biometric: Integrate biometric systems for real-time attendance and identity verification.
Client & Relationship Management
This module helps businesses efficiently handle customer relationships and sales interactions. It includes client profiles, communication tracking, and lead follow-up tools. Through systematic management of clients, leads, and contracts, it enhances engagement and conversion rates. Supporting documents and information are stored securely, while automated communication ensures no opportunity is missed, making customer relationship management seamless and organized for long-term business growth.
- Clients: Maintain comprehensive client databases with contact details and communication history.
- Leads: Track potential customers and automate lead follow-up workflows effectively.
- Contracts: Store, manage, and monitor client or vendor agreements securely online.
- Messages: Communicate instantly with clients or team members within CRM dashboard.
- Knowledge Base: Provide clients and staff self-service information through centralized articles.
Project & Task Management
This category focuses on end-to-end project lifecycle management—right from initiation to delivery. It helps assign tasks, track progress, monitor time, and manage resources effectively. With integrated time logs, tickets, and notices, teams can ensure on-time project completion while staying informed of updates and deadlines. Collaboration tools, milestones, and reports streamline communication and accountability, leading to efficient project delivery and client satisfaction.
- Projects: Manage ongoing projects, milestones, deadlines, and deliverables seamlessly.
- Tasks: Assign, track, and monitor daily work activities with progress updates.
- Time Logs: Record and analyze work hours spent on specific tasks.
- Tickets: Handle client or internal issues through an integrated support ticket system.
- Notices: Publish important updates or instructions for project teams instantly.
Finance & Billing Management
This module automates all billing and accounting processes, ensuring financial transparency and efficiency. It supports estimation, invoicing, payments, and expense tracking within one interface. Integrated bank account management simplifies financial reconciliation. Payroll, purchase, and order modules enhance overall accounting control, while reports offer insights into revenue, cost, and cash flow for informed decision-making and business profitability management.
- Estimates: Create and send professional cost quotations before project confirmation.
- Invoices: Generate and manage customer invoices with automated numbering system.
- Payments: Record received payments and track outstanding dues efficiently.
- Expenses: Log business expenses for better budget planning and tracking.
- Bank Account: Manage and monitor linked business bank accounts securely online.
- Payroll: Automate salary processing, deductions, and payslip generation effortlessly.
- Purchase: Manage vendor purchases, order details, and supplier invoices accurately.
- Orders: Track customer orders from placement to fulfillment completion efficiently.
- Reports: Generate financial and performance reports for analysis and decision-making.
HR & Employee Operations
Zento CRM integrates employee lifecycle operations, from recruitment to leave management. It allows efficient HR handling, ensuring smooth onboarding and workforce tracking. Employees can mark leaves, view holidays, and access official letters online. With an integrated recruit module, the HR team can manage job postings, candidate tracking, and offer letters digitally, saving time and improving workforce management accuracy.
- Leaves: Allow employees to apply and track leave approval status online.
- Holidays: Maintain annual holiday calendars visible to all team members.
- Recruit: Manage job postings, applications, and recruitment workflows effectively.
- Letter: Generate and share HR letters like appointment or experience certificates.
Communication & Collaboration Tools
Zento CRM promotes smooth internal and client communication through built-in tools. Users can schedule events, send notices, and conduct online meetings via Zoom. Integrated chat and notification systems ensure all updates are tracked. Knowledge sharing, discussions, and centralized announcements make collaboration effortless, while real-time connectivity minimizes confusion and improves productivity across departments and teams in an organized digital workspace.
- Events: Plan, schedule, and notify teams about upcoming meetings or functions.
- Zoom: Conduct online video conferences directly from CRM dashboard interface.
- Notices: Share company announcements or reminders instantly to all users.
Sales & Product Management
This category enables seamless handling of the sales process and product portfolio. It integrates leads, products, assets, and orders in a unified system. From managing sales pipelines to issuing estimates and final invoices, the system ensures accuracy and consistency. It also manages product stock, asset tracking, and linked QR codes for easy identification, ensuring efficient business operation and smooth sales management.
- Products: Maintain complete product catalog with pricing and stock information.
- Assets: Track company-owned assets and maintain usage records efficiently.
- QR Code: Generate and print unique QR codes for product identification.
- Orders: Manage incoming orders with automatic workflow integration across modules.
System & Support Utilities
This section handles backend operations, integrations, and customer support services. It includes essential tools for server management, biolinks, and customer service options. The support system provides email and call assistance during working hours. Server Manager ensures reliable hosting, while Biolinks offers smart URL integration for marketing and tracking. Together, these tools enhance reliability, uptime, and user satisfaction for all CRM operations.
- Server Manager: Manage hosting, data backups, and uptime performance monitoring efficiently.
- Biolinks: Create customized short links for marketing and campaign tracking purposes.
- E Mail Support: Receive assistance or troubleshooting via professional email support system.
- Call Support (Working Hr): Get live assistance through voice support during working hours.
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Zento CRM Worksuite helps businesses manage sales, projects, and customer relationships effortlessly. Built on a strong and flexible platform, it ensures smooth daily operations. With an intuitive interface, real-time tracking, and dedicated support, Zento CRM Worksuite is the partner your business can trust to stay organized, efficient, and ready for growth.
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Zento CRM Worksuite
Our web-based software helps your business grow by organizing sales, managing customer relationships, tracking projects, and automating tasks. With easy-to-use tools and real-time insights, Zento CRM Worksuite keeps your team productive and operations running smoothly.
