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Description

Innovative solutions for ambitious small businesses. A customer relationship management (CRM) system designed for your sales team allows you to monitor the complete client journey, from the very first click to the final deal closure. The intelligent mail feature will retain client information, categorize emails using tags, assist in planning tasks on a Kanban board, and generate email templates. You can engage in conversations with both clients and colleagues through our integrated chat system, seamlessly embedded in all FreshOffice applications, ensuring it is always available when needed. Automation features will initiate ad campaigns on social media, automatically dispatch email alerts and text messages, allocate tasks, and generate leads. Furthermore, even if you lack extensive data analysis expertise, you will still have access to comprehensive analytics covering all essential metrics. This enables you to make informed decisions and refine your strategies effectively.

Description

With the implementation of predictive DMS filing, ZERO for Desktop seamlessly integrates into the daily routines of knowledge workers. By ensuring that all data remains within the network, users can maintain security and compliance, effectively mitigating the risks associated with cloud vulnerabilities. The time gained from automating routine administrative tasks can be redirected towards more valuable work, fostering an improved work-life balance. Additionally, this approach significantly decreases the amount of non-billable hours dedicated to administrative responsibilities, allowing each timekeeper to recover an impressive average of $15,000 in lost revenue annually. ZERO not only identifies and accurately predicts the appropriate filing location for emails within your DMS but also offers the flexibility to file emails individually or in batches. Users can flag email threads, enabling the automatic filing of all future related emails, while also marking previously filed emails to prevent duplicates. Furthermore, ZERO enhances email management by classifying messages by client or matter, ensuring that the most relevant content is prioritized and easily accessible at the top of your inbox. This streamlined process not only boosts productivity but also empowers users to focus on their core responsibilities more effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apple Mail
Calltouch
Facebook
Gmail
Instagram
Microsoft Outlook
NetDocuments
OpenText eDOCS
Yeti
YouTube
iManage
iTimekeep

Integrations

Apple Mail
Calltouch
Facebook
Gmail
Instagram
Microsoft Outlook
NetDocuments
OpenText eDOCS
Yeti
YouTube
iManage
iTimekeep

Pricing Details

$20 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FreshOffice

Founded

2006

Country

Singapore

Website

www.freshoffice.sg/

Vendor Details

Company Name

ZERO

Country

United States

Website

zerosystems.com/zero-desktop

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Management

Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Web Analytics

Campaign Management
Conversion Tracking
Form Analytics
Goal Tracking
Keyword Tracking
Multiple Site Management
Pageview Tracking
Referral Source Tracking
Site Search Tracking
Time on Site Tracking
User Interaction Tracking

Product Features

Email Archiving

Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
Encryption
Retention Management
Storage Management
Threat Protection
eDiscovery

Email Management

Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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