Why Zippy CRM

A Low-cost CRM to Manage Contacts, Acquire Leads, & Handle Deals

Step #1 : Leads

1.1 Add Leads to Zippy CRM

1.2 Track Leads in Kanban Board

1.3 Set Reminders and Follow Up

Step #2 : Proposals

2.1 Send Proposal

2.2 Client Signs the Proposal Electronically

Step #3 : Convert & Issue Invoice

3.1 Convert Lead to a Customer

3.2 Send Invoice

Step #4 : Receive Payments

4.1 Get Payments Directly via Instamojo, Razorpay, Paypal or Stripe

Step #5 : Client Portal

5.1 Grant Client Portal Access to your Customer

5.2 Share Files with your Customer

Your Customer will be Able to View all His / Her Proposals / Invoices / Files

Step #6 : Reports & Analytics

6.1 Generate Reports & Statements

6.2 Monitor your KPI's and take better business decisions

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