Customer Relationship Management (CRM)

No matter what type of business you are in, the ability to efficiently manage all the relationships and processes involved in making your business a success is critical. Zavanti CRM centralises your organisation’s data and helps you retain your intellectual property and increase the value of your goodwill.

Zavanti CRM will become a critical business intelligence tool in your organisation, delivering an integrated set of easy to use applications based on proven Microsoft technology. The solution enables efficient data input, allowing you to capture all client, supplier and employee communications and manage your projects efficiently.

Zavanti CRM is designed to deliver a role-based, secure working environment with a simple, familiar and consistent user experience. Interacting with content, processes and business data is seamless through the tight integration between the environment and underlying business applications.

Zavanti CRM empowers users, making them more effective by streamlining business processes and delivering only relevant applications that are customised to their work function and workflow driven, ensuring that data input is accurate.

Zavanti CRM combines the best of Microsoft collaborative technology with management best practices to enable your systems to be more efficient and your people to be more effective.

Utilising Microsoft Dynamics CRM, Zavanti has developed Industry specific modules, including:

  • Social and Affordable Housing
  • Property Management
  • Real Estate Sales and Development

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.

Zavanti as a silver partner for ClickDimensions provides integrated Email Marketing and Marketing Automation for Microsoft Dynamics CRM. Read about ClickDimensions.

CRM Click Dimensions dashboards
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What makes us different

  • Focus on Property, Construction and Services industries
  • Single solution for sales & financials
  • Flexible to meet your needs today
  • Centralised property asset database
  • Multi-company and multi-project
  • On-premise or in the cloud
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