POWERFUL CRM FEATURES

Everything You Need to Grow Your Business

WebZiora CRM connects your sales, customers, employees, payments and projects into one organized business management platform.

COMPLETE CRM

One Platform. Multiple Business Needs.

Manage your complete business workflow without jumping between different systems.

L

Lead Management

Capture and organize leads from different sources and keep every opportunity visible.

  • Lead assignment
  • Lead status tracking
  • Sales team ownership
F

Follow-up Management

Keep your sales team organized with structured customer follow-ups.

  • Follow-up dates
  • Follow-up history
  • Sales activity tracking
C

Customer Management

Maintain a centralized customer database with complete business information.

  • Customer profiles
  • Lead conversion
  • Customer ownership
Q

Quotations

Prepare and manage quotations while keeping your sales pipeline connected.

  • Quotation management
  • Customer linking
  • Sales workflow
O

Sales Orders

Convert successful sales opportunities into orders and manage delivery details.

  • Order management
  • Order status
  • Assigned sales users
P

Payments & Receipts

Track customer payments, balances and receipts from one centralized location.

  • Payment tracking
  • Balance management
  • Receipt records
E

Employee Management

Manage employees, departments, designations and organizational structure.

  • Departments
  • Designations
  • Employee accounts
T

Sales Teams

Build sales teams and organize managers and executives according to your business structure.

  • Team hierarchy
  • Manager ownership
  • Team-based access
R

Roles & Permissions

Control exactly what each role can access across your CRM.

  • Role-based access
  • Module permissions
  • Company-level control
PM

Project Management

Continue managing your customer after the sale with projects and tasks.

  • Projects
  • Project tasks
  • Task ownership
S

Security & Activity Logs

Keep your CRM activities organized with login and activity records.

  • Login logs
  • Activity logs
  • Permission control
D

Business Dashboard

Get a centralized overview of your business activities and sales performance.

  • Sales overview
  • Lead pipeline
  • Business KPIs
CONNECTED WORKFLOW

Your Sales Process, Connected

Keep every important step connected from the first lead to payment.

01

Lead

Capture new business opportunities.

02

Customer

Convert qualified leads.

03

Quotation

Prepare your business proposal.

04

Sales Order

Turn accepted quotations into orders.

05

Payment

Track payments and receipts.

BUSINESS CONTROL

Give Your Team the Right Tools and the Right Access

WebZiora CRM is designed around real business roles. Managers can see their teams while executives focus on their assigned work.

✓ Company and branch organization
✓ Manager and sales executive hierarchy
✓ Role-based permissions
✓ Secure company-level data access
✓ Centralized business visibility
Lead Management 78%
Customer Growth 62%
Sales Progress 89%

Ready to Take Control of Your Sales?

Start organizing your business with WebZiora CRM.

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