Best CRM Software

With its modular approach, Nizi Solutions accounting software and ERP provides the option of purchasing the entire ERP and CRM software or selecting certain ERP and CRM system components based on your business cycle requirements. Furthermore, we offer the possibility of comprehensive customisation, which is typically not available with traditional accounting software in Pakistan. The following are the detailed features of ERP and CRM software.

Discover the most affordable and the best ERP and CRM software in Islamabad Pakistan, made to improve your daily work, increase efficiency, and take your business to the next level. This user friendly cloud-based solution is more than just an cloud application, it’s a smart assistant that fits your company’s needs perfectly.

ERP and CRM Software Services is a modern software package to manage your company or foundation’s activity (CRM & Sales, Human Relationship Management (HR), CMS, Website, POS, Product & Stock, Finance & Billing, Marketing, Productivity, Integration, Development, contacts, suppliers, invoices, orders, stocks, agenda, accounting, …).

Nizi Solutions offers an integrated Accounting Finance ERP and CRM Software System Open Source providing comprehensive, consistent Accounting Finance ERP and CRM Software Services Management Software and monitoring procedures. The system consists of two integrated modules:

Management as the core module designed to facilitate comprehensive Accounting Finance Management Software system open source for Accounting Finance POS Purchasing Inventory Warehousing Manufacturing Fixed Assets Dimensions Bank Account General Ledger to Payroll Human Resource and insurance with other requirements.

The accounting and finance module is supplementary and ideal for monitoring building work, accounting finance, repairs, property conversions, and so on.

Determining all the necessities, Nizi Solutions gives you the solution for Accounting Finance POS Purchasing Inventory Warehousing Manufacturing Fixed Assets Dimensions Bank Account General Ledger Payroll Human Resource Management Software System Open Source including following features:

Nizi CRM Software helps businesses streamline their operations and enhance performance by providing quality tools and functionality across Sales, Help desk, and Marketing teams.

Leads and Contacts:

Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.

Playbooks

Each playbook consists of a sequence of tasks that sales reps must complete in each sales stage. Add tasks to each deal stage and monitor the progress of a deal.

Sales Funnels

Acquire leads and build lasting relationships. Use landing pages, web forms, email campaigns, and personalized sequences to generate and nurture leads.

Process Designer

Use the Process Designer to design, automate, implement, manage, monitor, and optimize your business processes.

Documents

Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.

Templates

A wide collection of preloaded email templates in CRM Software saves time and helps in sending personalized emails. Print templates make the documents customizable and print easily.

Appointment Pages

Take control of scheduling your appointments. You can schedule a meeting with just a couple of clicks and share it with prospects or clients.

Deals

Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.

Forecast & Quota

Plan your sales cycle, manage targets, and monitor team performance by setting up forecasts and quotas. Intuitive and accurate, it’s a great way to stay on the top of your sales game.

Deal Room

A customer-facing microsite to capture buyers’ journeys and optimize the sales process.

Inbox

Enhance teamwork through a shared inbox that can be accessed by all sales representatives. Emails in the team inbox are visible across the team and help members collaboratively.

CPQ – Configure, Price, and Quote

Create quotes – put in all essential information such as product details, prices, taxes, terms, and discounts. Use pre-built templates and customize them for client requirements.

Calculus AI

Calculus, an AI-based feature, predicts and recommends the next actions based on the conversation analysis. This helps your teams to work smarter and improve customer experiences!

Performance Insights

Check out the insights dashboard to get to know team and pipeline statistics. Motivate top-performing agents and visualize the health of the sales pipeline through accurate charts and tables.

Reports

Build comprehensive reports from real-time data to learn about products, sales targets, team performance, and opportunities. Export reports or charts quickly, and schedule automated periodic reports to save time.

Dashboard

Analyze the performance of each sales member by getting a real-time view of ongoing activities. Customized sales dashboards display critical sales and support metrics, reports, and charts for better decision-making across all levels.

Chatbot

CRM Software Chatbot enhances customer interactions by swiftly resolving queries with LLMs, allowing easy training for precise responses from business knowledge.

Internal Collaboration

Team members can communicate and collaborate internally to provide better quality service to customers.

Calendar and Events

Manage your calendar efficiently, schedule appointments, and tasks in just a few clicks. Users can create record-linked tasks and receive pop-up notifications as reminders for important events.

Documents

Centralize all vital sales and marketing documents to ensure that team members can access them. Check out your contact’s document engagement to guide the next sales conversation and deliver better service.

Inbox

Enhance teamwork through a shared inbox that can be accessed by all sales representatives. Emails in the team inbox are visible across the team and help members collaboratively.

Actions – Alerts & Reminders

CRM Software Actions page works as your assistant by bringing all the notifications, alerts and reminders in one place to take actions at the right time.

Video conferencing integration

Integrate Google Meet, Zoom Meet, Microsoft Teams, and Webex with Nizi CRM Software for effective customer conversations.

Cases

Managers can prioritize cases automatically and guarantee customer support in compliance with service-level agreements.

SLAs

Use SLAs to set targets for responding and resolving customer issues within a specified time.

Customer Portal

Users can easily view or submit issues, check out frequently asked questions, and view pending status updates on the navigable self-service portal.

FAQs

Gain access to a comprehensive knowledge base that helps provide quick solutions to common customer problems.

Mailroom

Mailroom automates actions on your incoming emails by creating automated tickets, deals, and tasks. It attaches incoming customer emails to their records.

Live Chats

Facilitates real-time chat engagement with website and social media visitors, all within the CRM platform.

Email Campaigns

Personalized email templates can help you target the right audience. Engage with customers by sending triggered sequential emails and get email insights through detailed analytics.

Webforms

Add new visitors as leads when they fill up your customized web form. Embed webforms on your website for better lead scoring and nurturing.

Social Module

Monitor and engage your customers on social media platforms (Google My Business, Facebook, Twitter and Instagram) via the Nizi CRM Software.

Landing Pages

Create, edit and publish specific yet responsive web pages with CTAs easily using a simple Drag and Drop action.

SMS Campaigns

Send SMS from Nizi CRM Software to your prospects and clients with preloaded SMS gateways such as Text Anywhere, SMS99, Solutions Infini, etc., to enhance your sales, marketing and support efforts.

Email Templates

A wide collection of preloaded email templates in CRM saves time and helps in sending personalized emails.

Short URL

Secure, reliable URL shortener with inbuilt UTM code builder. Cut down the length of website links by reducing unwanted parameters.

Projects

Create and manage projects by assigning tasks, allotting time-based milestones and due dates. Monitor progress through Gantt charts and share the live customer portal’s status to communicate about clients’ progress.

Tasks

Assign tasks to the users or groups and track status, progress, and duration to get work done much faster, which should be accomplished within a defined deadline.

Inventory

Manage vendors, track stock levels, build quotes, and send invoices to ensure efficient inventory control. Build price books based on customer segments and track online payments for streamlined operations.

Work Orders

Create and manage work orders and add service appointments as per customers’ requests. Integrate with Cases, Service Contracts, and other modules.

Mobile App

Access CRM data on the move with mobile applications for iPhone, iPad, and Android device users. Team members can access contact records in offline mode and view nearby prospects’ locations to plan the workday efficiently.

Targets

Improve performance with Nizi CRM Targets Add-on by conveniently setting targets for user activity.

User Management

Add and manage your employees as CRM users with a role hierarchy. Administer them by granting permissions to access information and perform tasks as per their roles.

Approvals

Approvals in Nizi CRM allows you to create and automate the business processes by simplifying the required clearances from the administrators or process owners.

Workflows

Helps you streamline your business by automating frequent or repetitive tasks & common operations with a one-time setup.

Import & Export

Import contacts easily and records directly into the modules. Field mapping, duplicate handling and bulk export make the data transfer easy.

Print and Email Templates

Print templates make the documents customizable and print easily. A wide collection of preloaded email templates in Nizi CRM Software saves time and helps in sending personalized emails.

Customization

Modify the label names, company’s logo, custom views, taxes, currencies, and so much more according to your and your business’s interests.

Aide

Nizi CRM Aide is a Chrome extension that lets you have a seamless experience of attending meetings, taking notes, and creating action items.

Enrich

Nizi CRM Enrich is a Chrome extension that allows you to create and edit contacts through LinkedIn. It’s a lead generation tool to turn interesting new LinkedIn profiles into CRM Contacts.

Field Sales

Maximize your field agents performance while they’re in the field.

QR Code

Integrating QR codes into your workflow will optimize data management, improve customer interactions, and streamline various aspects of customer relationship management.

Stockroom

Real-time stock updates during dispatch, seamless returns management, and streamlined warehouse inventory transfers.

Server Scripts and Jobs

Easily create custom server-side scripts and tasks. Build custom automation in your CRM triggered by record updates or defined actions.

Layout Designer

Design, create, and customize module layouts with an easy drag-and-drop action.

Prompt Builder

Empower your Sales, Marketing, and Help desk teams with an AI assistant tailored to perform various tasks.

LMS Portal

Nizi CRM Software Learning Management System (LMS) feature enables organizations to easily create and publish learning courses both internally and externally.