man sending invoices to clients

The Only CRM You Ever Need !

Leads | Proposals | Clients | Invoicing | Revenues

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
7,199

YES, IT’S FLAT 50% OFF!

₹ 3,599
/ MONTH
Excl. GST
UNLIMITED

Leads | Proposals | Clients | Invoices | Revenues

FREQUENTLY ASKED QUESTIONS

A Customer Relationship Management (CRMsystem 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. 

CONTACT US