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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.

Description

ZeaCRM is an advanced customer relationship management and business automation tool enhanced by AI, aimed at assisting companies in generating additional leads, ensuring timely follow-ups, accelerating deal closures, and fostering more robust customer connections. Tailored specifically for small to medium-sized enterprises, ZeaCRM integrates features such as lead management, sales pipelines, automated follow-ups, customer interaction, AI-driven insights, and workflow automation into a single user-friendly platform, making it easier for businesses to manage their customer relationships efficiently. With its comprehensive capabilities, ZeaCRM empowers organizations to streamline their processes and enhance overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

No images available

Integrations

Axis LMS

Integrations

Axis LMS

Pricing Details

$60/month
Free Trial
Free Version

Pricing Details

₹6999/month
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

LeadCenter.AI

Founded

2016

Country

United States

Website

www.leadcenter.ai/

Vendor Details

Company Name

ZeaCRM

Founded

2019

Country

India

Website

zeacrm.in/

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Product Features

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