CRM Updates

Advanced Marketing Platform

ClickDimensions Intelligent Dashboards helps marketers understand what is working and what isn’t by providing a holistic view of sales and marketing performance across all activities –connecting those activities directly to sales pipeline and revenue.

Dynamics 365 October Release

Our Social and Affordable Housing and Property Management solutions are now available in the new User Interface incorporating the October 2019 Wave 2 release of Dynamics 365 key features

  • Increased Reliability and performance
  • Modern and simple user interface
  • Relationship-selling enhancements
  • Sales productivity
  • Ecosystem enablement

Electronic Signatures with DocuSign

Documents like Heads of Agreements, Sales Contracts, Tenancy Agreements can now be electronically sent to external parties using native integration with DocuSign. Zavanti pre-configured workflows have the ability to trigger emails with the contract documents attached ready for electronic execution.

CRM new menu 2019-11

The Latest News


Update for users of Zavanti ERP Vouchers

Watch this guidance for updates on the ERP Vouchers module. Zavanti Voucher Approval and Email process

Zavanti v11.4.1 released

Zavanti ERP v11.4.1 has been released and is available for download This is now available for download with over...

Zavanti ERP v11.4.0 released

Zavanti ERP Version 11.4.0 Released This is now available for download with over 20 enhancements and fixes. The most significant...

Zavanti ERP V11.3.1 Released

Zavanti ERP V11.3.1 containing updates for Single Touch Payroll has been released and is available for download. As this...