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Zephyr CRM

Zephyr CRM is a customer relationship management platform designed for small and midsize businesses. It includes features like contact management, sales pipeline tracking, task management, and reporting.

What is Zephyr CRM?

Zephyr CRM is a cloud-based customer relationship management (CRM) platform aimed at small and midsize businesses. It helps companies manage sales pipelines, track customer interactions, automate marketing campaigns, and analyze data to improve performance.

Key features of Zephyr CRM include:

  • Contact Management - Organize customer and prospect information in one centralized database with custom fields and tagging.
  • Opportunity Tracking - Track sales opportunities through customizable pipeline stages from lead to close.
  • Task Management - Assign, schedule, and track tasks, meetings, and phone calls linked to specific accounts.
  • Email Integration - Sync email conversations directly with relevant contact profiles.
  • Lead Scoring - Automatically score and prioritize leads based on behavior, profile data, and activity.
  • Sales Reporting & Dashboards - Gain insights into sales performance with visual reports and KPI dashboards.
  • Marketing Automation - Build targeted email campaigns and drip nurture sequences.
  • Mobile Access - Manage contacts, view reports, and update activities on-the-go with mobile apps.

An easy-to-use interface, affordable pricing, and integration with popular business apps makes Zephyr a capable CRM system for growing SMBs looking to optimize their sales organization.

The Best Zephyr CRM Alternatives

Top Apps like Zephyr CRM

Odoo, Salesforce, Bitrix24, Pipedrive, Mautic, EspoCRM , Freshsales, CiviCRM, Tryton, MRPEasy, Corteza CRM, Salesflare, Jetpack CRM, Friendie, 1CRM are some alternatives to Zephyr CRM.

Odoo

Odoo is a comprehensive open source enterprise resource planning (ERP) software suite. It provides a broad range of business applications including sales, CRM, project management, warehouse management, manufacturing, inventory, accounting, and human resources.Some key features of Odoo include:Modular design allowing you to install only the apps your business...

Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses connect with customers, partners, and employees. It was founded in 1999 and has become the world's #1 CRM platform with over 150,000 companies using it.Key features of Salesforce include:Contact Management - Organize contact details for people and companies you...

Bitrix24

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Pipedrive

Pipedrive is a cloud-based customer relationship management (CRM) software designed specifically for small to medium sized sales teams. It provides tools to manage the entire sales pipeline - from tracking leads to closing deals.Some key features of Pipedrive include:Deal pipelines - visualize and track deals through customizable pipelinesLead...

Mautic

Mautic is an open source marketing automation platform used by companies to nurture leads and contacts through personalized campaigns. Its key features include:Lead tracking - Track website visitors across devices and channels to understand their journey.Contact monitoring - Segment contacts based on attributes, behaviors, and engagement levels.Campaign...

EspoCRM

EspoCRM is an open source customer relationship management (CRM) application designed for small and medium sized businesses. It allows companies to organize, track, and manage interactions with leads and customers across sales, marketing, customer service, and other business processes.Key features of EspoCRM include:Contact Management - Store names, companies...

Freshsales

Freshsales is a cloud-based customer relationship management (CRM) platform designed specifically for sales teams to organize, track, and engage with customer data to help close more deals. Some key features of Freshsales include:Contact Management - Store all your prospect and customer contact details and history in one place.Lead...

CiviCRM

CiviCRM is an open source constituent relationship management (CRM) software designed specifically for non-profit and civic organizations. It helps these organizations manage relationships with constituents, including donors, activists, volunteers, paid staff, affiliate organizations, and the communities they serve.Some of the key features of CiviCRM include:Contact Management - Comprehensively...

Tryton

Tryton is an open source enterprise resource planning (ERP) software designed for companies of all sizes. It provides a single, integrated system for managing key business processes including:Accounting - General ledger, accounts payable/receivable, cash management, tax management, and financial reporting.Sales - Customer relationship management, sales orders processing...

MRPEasy

MRPEasy is an open-source manufacturing resource planning (MRP) software solution designed specifically for small and medium-sized manufacturing and distribution businesses. It provides a cost-effective way for manufacturers to effectively plan, manage and analyze their operations.Key features of MRPEasy include:Order Management - Track orders from entry through fulfillment. Manage...

Corteza CRM

Corteza CRM is an open-source customer relationship management platform that is focused on flexibility, customizability and security. Some of the key features of Corteza CRM include:Contact management - store and track information about your customers and contactsOrganization management - maintain records on companies and link contacts to organizationsOpportunity management...

Salesflare

Salesflare is a comprehensive sales engagement platform designed to help B2B sales teams manage relationships, automate outreach, and track sales activity across the entire sales funnel. Some key features of Salesflare include:Lead and account data integration from your CRMIntelligent email sequencing that automatically follows up with leadsReal-time alerts...

Jetpack CRM

Jetpack CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small businesses. It aims to provide an affordable, easy-to-use solution to help small teams organize their contacts, improve communication, manage deals and pipeline, and analyze data to grow sales.Key features of Jetpack CRM include:Contact Management...

Friendie

Friendie is an open-source, self-hosted social networking platform that provides similar functionality to Facebook, allowing users to connect with friends, family, and other contacts.Some key features of Friendie include:User profiles - Share bio, photos, links, location, etc.News feed - See recent posts from friends and connectionsPhoto/video...

1CRM

1CRM is an open-source, web-based customer relationship management (CRM) system targeted at small and medium-sized businesses. It provides a comprehensive set of features to help manage important aspects of a business, including:Contacts - Store names, contact info, notes, activities for all your contactsAccounts - Track account details like associated...