Zogza CRM is a smart customer relationship management system that helps you organize client data, track sales, schedule tasks, and improve team performance — all through a user-friendly interface tailored for businesses of all sizes.
Features Overview
Projects Whether you work for your customers or on internal projects, you can easily manage and monitor the progress of all your projects from a single place.
It’s natural to forget tasks over time, especially when you need to recall them after months or even a year. With the task management system, you can effortlessly assign tasks—what needs to be done, when it needs to be done, and who is responsible for each task.
The milestone feature ensures you stay on track and complete large tasks within set deadlines.
Track the time spent on different tasks in your project and easily send timesheets to your customers. Stay connected with your customer and team members, share files, and keep notes to stay organized and productive.
Create invoices, receive payments, and keep track of expenses for a smooth workflow. Add contracts to safeguard against potential risks and ensure clarity in your agreements.
Tasks Enhance your task management experience by incorporating a range of powerful features:
Timesheets Gain valuable insights into your team’s time allocation across various projects and tasks. Filter timesheets by team members, projects, and clients. Customize timesheet sharing with clients on a per-project basis.
Project milestones and Gantt chart Enhance your project planning with project milestones and a Gantt chart that provides a clear and intuitive visualization of your project’s timeline.
Clients Manage your customers and their contacts. Register clients manually or import from Excel. Monitor all their details including projects, tasks, invoices, estimates, proposals, tickets, and more. Categorize clients with groups and labels.
Client portal Give your clients access to a dedicated portal to track project progress, view invoices, proposals, and more. Customize permissions to control access.
Invoices Create and send beautiful invoices with PDF attachments. Accept payments online through Stripe, PayPal, and Paytm. Customize invoices with different currencies, taxes, and summaries.
Credit notes and Recurring invoices Create credit notes for adjustments and automate invoicing with recurring invoices.
Online payments and Subscriptions Enable online payments and manage subscriptions through Stripe or internal app subscriptions.
Estimates and Estimate requests Generate and share estimates. Convert approved estimates to invoices. Use forms with predefined questions for better estimation.
Proposals Design and send impressive proposals. Get real-time notifications on proposal activity.
Online store and Orders Enable your online store to sell services directly to clients and visitors.
Support tickets Manage customer support with a user-friendly ticket system. Use labels, filters, and file attachments to enhance support.
Knowledge base Build a categorized knowledge base for clients to solve issues independently.
Chat and Messages Use integrated chat and messaging with clients and team members.
Contracts and E-signing Create contracts and allow clients to e-sign them along with proposals and estimates.
Leads Track and manage leads with Kanban view. Add files, events, and convert leads into clients.
Expenses Track and categorize expenses, compare with income, and set recurring expenses.
Events calendar Manage and share personal and project events. Sync with Google Calendar.
Custom dashboards Design multiple dashboards with drag-and-drop widgets. Create default or personal dashboards.
Personal todo list and Notes Create personal todo lists and notes. Share notes with project members.
Reminders Set reminders for important tasks and follow-ups.
Custom fields Add custom fields to various modules like clients, tasks, invoices, and more.
Custom left menu Reorganize the left menu with drag-and-drop. Customize menus for teams and clients.
Change theme Choose from predefined themes or use dark mode. Apply custom CSS for branding.
Email templates Edit email templates in multiple languages to match your brand.
Teams Create and manage teams with specific permissions.
Leave and Attendance Manage leave requests and daily attendance.
Roles and permissions Assign roles and permissions to control access across the system.
Internal wiki Create an internal wiki for knowledge sharing among team members.
Announcements Share updates and news with team members and clients.
Timeline Let team members share ideas and updates to foster collaboration.
Reports Access sales, time tracking, financial, and activity reports to analyze performance.
Notifications Manage web, email, and Slack notifications.
GDPR Enable GDPR compliance features.
Multilingual Supports multiple languages and RTL layout.
Responsive Fully responsive for mobile and desktop.
Google Drive Integrate Google Drive to store files externally.
Google reCaptcha Add security through Google reCaptcha.
Push notifications Enable browser push notifications with Pusher integration.
Pages Create and customize internal and landing pages.
File manager Organize files in folders, assign permissions, and access via the client portal.
