ZARIS CRM Features: Sales, Automation, Projects & Reporting

Everything You Need to Scale Smarter

Zaris CRM brings together powerful tools and intuitive design to help your business work better. From automation and analytics to seamless integrations, every feature is built with one goal in mind giving you the clarity and control to grow with confidence.

Zaris Features

Features for every business needs

Explore the powerful features that make Zaris CRM a complete solution for modern businesses.

Zaris CRM is built to simplify the way teams connect, collaborate, and manage customer relationships. Every feature is designed with usability and flexibility in mind helping you streamline daily tasks, improve productivity, and deliver better customer experiences. Whether you’re managing sales, marketing, support, or operations, Zaris brings everything together in one easy-to-use platform that grows with your business.

Explore the powerful Modules & features that make Zaris CRM a complete solution for modern businesses.

Sales & Marketing

Manage your entire sales cycle from lead generation to closing deals. Track prospects, manage accounts, forecast revenue, and boost sales performance with actionable insights.

Leads

Capture, qualify, and convert potential prospects into opportunities with automated workflows and tracking to ensure consistent lead nurturing and higher conversion success.

Contacts

Centralize and organize contact information, track interactions, and build stronger relationships with customers by maintaining complete communication histories in one place.

Organizations

Manage business accounts by linking associated contacts, deals, and activities, providing a 360-degree view of organizational relationships and opportunities.

Opportunities

Track deals through every sales stage with accurate forecasting, pipeline visibility, and performance insights to close more business efficiently.

Sales Orders

Convert quotes into sales orders quickly, ensuring seamless sales operations with accurate product, pricing, and order management workflows.

Quotes

Create, customize, and manage professional sales quotes with pricing, terms, and product details to streamline approvals and accelerate deal conversions.

Invoices

Generate, send, and track invoices with payment details, offering full visibility into receivables and financial health of the business.

Conversion Mapping

The Conversion Mapping module automates data transfer between modules, ensuring accuracy and seamless record conversion without manual re-entry.

Support & Service

Deliver exceptional customer support with ticket management, self-service options, and automated updates to resolve issues faster and improve customer satisfaction.

Tickets

Handle customer issues from multiple channels with tracking, prioritization, and automation to deliver timely and effective resolutions.

FAQs

Create and manage a knowledge base of frequently asked questions to empower customers with self-service solutions and reduce support workload.

Service Contracts

Service Contract is an agreement between you and your customers to provide service on the product for a limited period.

SMS Notifier

Send automated SMS alerts for updates, reminders, and customer communication directly from the CRM system.

PBX Manager

Integrate with PBX systems to log calls, track conversations, and improve customer engagement via telephony.

Projects & Tasks

Plan, track, and manage projects efficiently with tasks, milestones, and visual timelines to keep teams aligned and ensure on-time delivery.

Projects

Organize and manage client projects with timelines, resources, and milestones, ensuring structured planning and execution.

Calendar Settings

The Calendar Settings module in Zaris CRM allows administrators to configure default scheduling preferences for all CRM users.

Gantt Chart

Visualize project timelines, dependencies, and progress with interactive Gantt charts for better project planning.

Calendar

Manage events, meetings, and deadlines in a shared calendar to improve scheduling and collaboration.

Project Milestone

Define and track key project achievements, helping teams measure progress and stay aligned with goals.

Inventory

Control your product, pricing, tax, and vendor information from one place. Streamline purchasing, maintain accuracy, and optimize inventory decisions.

Vendors

Easily manage all your vendor information, including contact details, payment terms, and purchase history, from one centralized and organized dashboard.

Tax Management

Effortlessly manage taxes, charges, and regions with Zaris CRM’s smart Tax Management module for accurate billing and compliance.

Terms and Conditions

The Terms and Conditions Module sets default terms for CRM modules, ensuring consistency, accuracy, and professionalism.

Price Books

The Price Books module enables administrators and sales managers to manage multiple pricing structures efficiently within the CRM.

Finance & Payments

Manage financial records with ease, including payments, assets, and purchase orders, to maintain transparency and improve financial workflows.

Assets

Maintain records of company assets with ownership, value, and lifecycle tracking for accurate asset management.

Payments

Record, track, and manage customer payments with full transparency, improving cash flow and financial control.

Purchase Orders

Generate and manage purchase orders for vendors with complete tracking of orders, deliveries, and payments.

Reports & Analytics

Get deeper insights into your business with customizable reports, advanced analytics, and real-time dashboards that support smarter decisions.

Advance Reports

Build customized, in-depth reports with filters and visualizations to gain actionable insights across sales, support, and operations.

Listview Analytics

Analyze data directly within list views, helping users track metrics and patterns without exporting records.

Reports & Dashboards

Visualize key business data with interactive dashboards that provide real-time insights for quick decisions.

Emails & Communication

Centralize email communication, use ready-made templates, and improve collaboration with notifications and threaded comments.

Advance Email

Create, automate, and analyze targeted email campaigns with tracking and personalization to maximize engagement.

Mail Manager

Manage multiple email accounts in one place, syncing communications to relevant CRM records automatically.

Tooltip Manager

Provide contextual tooltips across CRM to guide users and improve adoption with helpful information.

Mentions

Tag teammates in notes and comments to streamline internal collaboration and quick responses.

Comments (Advanced)

Enable threaded discussions on records for detailed team collaboration and context-based communication.

Productivity & Tools

Enhance efficiency with automation tools, document management, shortcuts, and smart field controls to streamline daily workflows.

Field Auto fill

Save time by automatically populating fields using pre-defined rules and linked data sources.

Keyboard Shortcut

Boost productivity with customizable shortcuts that allow faster navigation and actions.

Recycle Bin

Restore accidentally deleted records easily, ensuring data recovery and reducing risks.

Documents

Store, organize, and share documents securely within CRM for quick access.

PickList Dependency

Picklist Dependency is a feature that helps in specifying the details of the product being selected.

PickList Field Values

Picklist Field Values is a drop-down field with a list of options available, within which, only one option can be selected.

Customization & Development

Tailor the CRM to your needs with custom layouts, PDF templates, login branding, and flexible interface options.

PDF Designer

Design and create custom modules tailored to your business needs without coding.

Custom Login Page

Personalize CRM login with branded pages and secure authentication options.

KanBan View

Visualize records in drag-and-drop Kanban boards for better pipeline management.

Automations

Automate repetitive tasks, trigger smart alerts, and apply dynamic rules to keep workflows fast, consistent, and error-free.

Conditional Layouts

Create dynamic layouts that adjust based on conditions to show only relevant fields on a CRM.

Custom Alerts

Create and manage instant notifications and alerts for CRM activities and module updates.

Work Automations

Automate repetitive processes with workflows and triggers to improve efficiency.

Module Management

Organize and customize modules, fields, and numbering formats to align the CRM structure with your business processes.

Modules

The Modules screen serves as the central control panel for customizing the structure, functionality, and user experience of your Zaris CRM.

Module layout & Fields

Create and manage instant notifications and alerts for CRM activities and module updates.

Module Numbering

Zaris CRM offers a Module Numbering feature that automatically assigns a unique number to every record you create.

User Management

Control user access with roles, profiles, authentication, and sharing rules to ensure security and smooth team collaboration.

Users

Users in Zaris CRM are employees of your company who actively use the CRM, each having a unique set of login credentials and access to features.

Roles

A role defines the part that a user plays in an organization’s hierarchy. You can mimic your organization-wide role hierarchy in Zaris CRM with the help of Roles.

Profiles

A CRM profile defines what actions a user can perform on CRM records. You can have different profiles such as Sales, Support, Marketing, etc.

Sharing Rules

Zaris CRM lets you control data visibility with Sharing Rules. Define who can access records in each module to maintain security and confidentiality.

Two Factor Authentication

Strengthen account security with 2FA. Manage user settings, track login activity, and enforce verification to safeguard organizational access.

Login History

The Login History module allows administrators to monitor and review all user login activities within the CRM.

Other / Extensions

Extend CRM functionality with AI assistance, customer portals, custom buttons, and UI enhancements for a more powerful experience.

RSS

Stay updated by subscribing to RSS feeds directly within CRM, ensuring important industry or business news is accessible.

Zaris AI Assistant

Zaris AI Assistant helps you work smarter by automating tasks, providing quick insights, and improving productivity across the CRM.

Advanced Customer Portal

Advanced customer portal is a secure, private online platform that allows customers to access and manage their own information from your CRM.

Zaris Headers

The Custom Headers module in Zaris CRM allows administrators to create highly visible, customizable information cards that appear at the top of a record’s Detail View.

Custom Buttons

The Custom Buttons module in Zaris CRM enables administrators to create module-specific action buttons that perform instant updates or automate processes.

Progress Bar

The Progress Bar Module helps administrators monitor task completion, performance milestones, and workflow advancement in real time.

Mail Converter

The Mail Converter Module in Zaris CRM automatically scans designated mailboxes and converts incoming emails into actionable CRM records.

Ready to Transform Your Business?

Experience the power of Zaris CRM streamline sales, boost marketing, and deliver outstanding customer experiences, all in one platform. Start today with zero risk.

Zaris CRM is an all-in-one platform designed to simplify sales, marketing, and customer management. Built for businesses of all sizes, we help you connect teams, streamline processes, and grow smarter.

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