An CRM Software
Perfect for
- Freelancers, Small Businesses
- Startups, Consultants
- Media Houses & Accountants
FEATURES
CRM
Manage Your Leads, Clients, Invoices, Proposals & Payments
Receive Payments
Get Paid online via Paypal, Stripe, Razorpay or Instamojo
Client Portal
Your Customers will have Access to Client Portal to Manage Proposals & Invoices
Credit Notes
Issue Credit Notes for clients in case of any Wrong Payments
Send Proposals
Send Professionally Designed Proposals, Provide Ultimate Experience
Generate Statements
Download Statements with Invoices and Amounts, Exportable in Excel or PDF
Reminders
Set Reminders at Client level & Get Notified, Never Miss a Meeting
Share Files
You will be able to Upload and share Files directly from Zippy CRM
Send Invoices
Send One-Time or Automated Recurring Invoices in any Currency
Reports & Analytics
Analyze and Monitor your KPI's and take better business decisions
Security
256 bit SSL encryption to all your data. In Both Transit and at Rest
Integrations
Integration with Popular Marketing Tools like Zapier & Integromat
" The purpose of business is to create and keep a customer, The biggest benefit of a CRM is the visibility of everything Relating to customers going on in your company. You can only Improve what you Measure"
Zippy CRM Gives a Guaranteed of 11 to 13% increase in productivity of your Teams
SIMPLE & TRANSPARANT PRICING
24
USD / MONTH
UNLIMITED
Leads | Proposals | Clients | Invoices | Revenues
FREQUENTLY ASKED QUESTIONS
A Customer Relationship Management (CRM) system helps manage customer data like name, address, estimates, proposals, invoices, reports, Files & More..
Everything is Unlimited
There are No Limits In Terms of No. of Clients, Proposals, Invoices, Reports & Analytics
Yes, You can add up to 5 Users ( Team Mates ) In Each Account for Free
A system which is able to Store Customer data, Send Proposals, Invoices, Receive Payments Online is a Perfect CRM
Here are a Few Popular CRM Softwares :
Yes, We Provide A 100% Risk Free, No Question Asked – 30 Day Money Back Guarantee !
Simply click on the Blue CONTACT US Button Available at the Footer of the Website, We’ll call You 🙂
A CRM, Also Known As Customer Relationship Management Helps You Manage Customers, Leads, Proposals, Customers, Invoices , Statements, Credit Notes, Payments, Reminders Under A Single Roof. Freelancers, Small & Medium Businesses Owners Love Zippy CRM. A Well Developed CRM (Customer Relationship Management) Software Can Send Proposals, Invoices & Receive Online Payments via Paypal, Stripe and RazorPay. Zippy CRM Also Tracks Email Opens and Clicks. So You Know What Is Going On. A CRM Software Also Helps In Building Lasting Relationships With Your Clients. These Days, Customer Experience Is Very Important For Any Business, A Good Customer Relationship Management System Helps You To Provide The Best Experience For Your Clients, Thanks To The Client Portal & Professionally Designed Invoices, Proposals. Zippy CRM Also Gives You A Guaranteed Of 11 To 13% Increase In Productivity Of Your Teams. We Provide A 100% Risk Free, No Question Asked – 30 Day Money Back Guarantee. If You Are Not Satisfied With Zippy CRM, Simply Get Your Money Back.