Sales CRM – Empower Your Sales Team with Smart Automation

Drive More Conversions, Shorten Sales Cycles, and Build Better Customer Relationships

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Why Choose Our Sales CRM ?

In the competitive world of sales, speed, structure, and strategy make all the difference. MZI Sales CRM is your complete sales command center—designed to track leads, manage opportunities, and guide sales reps with intelligence at every stage of the funnel.

Whether your team operates through Direct Sales, Channel Partners, Online Platforms, or Telesales, our CRM adapts to your process with personalized stages, conversation history, and lead scoring.

Smart Sales Management, Seamless Conversions

Our Smart Sales CRM simplifies your sales process by helping you track leads, manage pipelines, and close deals faster. With real-time insights, automation, and an easy-to-use interface, it empowers your team to stay focused, boost conversions, and drive consistent business growth.

Smart Funnel Evaluation for Direct Sales

Understand Where Your Leads Stand—Instantly.

Every sales journey is unique, but how you track and evaluate leads shouldn’t be a guessing game. With MZI Sales CRM, we’ve built a smart, color-coded funnel evaluation system that guides your team through both long lead cycles and short lead cycles—ensuring you focus your time and energy on deals that are more likely to close.

✅ How It Works

Reduces guesswork and subjective lead scoring
Enables faster, more confident decision-making
Helps sales teams align their focus with deal-readiness
Increases closure rates by focusing on the most qualified leads

Long Lead Cycle Evaluation

Short Lead Cycle Evaluation

Funnel Classification with Conversion Probability

At Multiple Zones Technologies Private Limited, we’ve developed a patented algorithm that intelligently classifies sales funnels based on real-time data and interactions. It analyzes key factors such as:

Salesperson feedback
Conversations with customers
Historical data and status changes

This smart classification system provides accurate conversion probability insights, helping management prioritize high-potential opportunities, optimize the sales process, and make data-driven decisions to boost revenue.

Deal shall mature with 95% + Probability of closure

Commit 95%

Very well poised. Need closure. 80%+ Probability

Best Case 80%

Deal still in formative stage but well poised. Need to work on specifics. 60% +Probablity of closure

Strong Pipeline 60%

Losing Deal due to some specific issue. Need to focus to bring it back. 40% probability

Focus Pipeline 40%

Validated Lead. Converted into an Opportunity 20% closure

Pipeline 20%

Pre Pipeline Lead Stage. Need to validate

10%

Benefits

Boost Performance, Speed Up Closures, and Delight Customers.

💡 Better Lead Visibility & Control
Get a bird’s eye view of your pipeline across all sales stages and ensure no lead falls through the cracks.

⏱️ Faster Deal Closures
Real-time funnel insights, opportunity health checks, and proactive alerts lead to quicker decision-making.

📈 Sales Team Productivity Boost
With automated workflows, calendar management, and integrated call tracking—your team spends more time selling and less on admin.

🔗 Seamless Sales to Service Handover
Ensure smooth transitions from sales to service or installation with auto-generated instructions and post-sales tracking.

🔒 Improved Accuracy & Compliance
From quotation approvals to tender participation, every step follows a structured workflow ensuring quality and compliance.

Lead Conversation Page

Sales is a culmination of conversations that we do with our customers.

The MZI Sales Management Solution captures and records every interaction with the customer or consumer across multiple communication channels, including:

WhatsApp
Voice Calls
Emails
In-Person or Virtual Meetings
SMS

Optional tools are available to:

Transcribe voice calls
Create conversation summaries
Measure communication outcomes
Evaluate call success rates

All customer interactions are available on the Lead-wise Conversation Page, giving your team complete visibility and context for every lead engagement.

Funnel Development

Funnel development is a structured and strategic approach to managing and converting prospects into customers. The process is divided into clearly defined stages that help in tracking, nurturing, and closing deals efficiently.

Target Stages & Funnel Stages.

Target Stage	Funnel Stage	Funnel Status	Base Info	Additional Info
Discover	F5 – Cold Call	Suspect, Prospect, Interested	Prospect Name, Demographic Details	Prospect Website, Industry, No. of Employees, Turnover, Number of Locations
	F4 – Discussion
Define	F3 – Proposal	Trial, Demo, POC, Await RFP, Quotation, Proposal	Contact Details, Product Interested in Details	Budget, Brand Preference, Essential Specs, Response to POC/demo
	F2 – Negotiation
Confirm	F1 – Order Finalisation	Commercial Negotiation		Competition – Companies, Quotes, Max Premium Possible, Discount Requests, Target Price
Close	F0 – Closed	Order Closed

Funnel Process Description

Based on Target:
The total closure target helps define upstream targets for each stage, both in terms of the number of deals and their value.
System Defined Funnel Stages:
These stages (F0 to F5) are predefined in the system to standardize the sales process.
Company Defined Funnel Status:
Each company can customize the funnel status based on its internal process for better alignment.
Progressive Data Collection:
At every stage, additional customer and deal-related information is gathered to support decision-making and deal conversion.

Benefits of Funnel Development:

Streamlines sales operations.
Provides visibility into deal stages.
Helps in accurate forecasting.
Facilitates data-driven decision-making.
Enhances conversion rates.

Other Features

The Multiple Zones Technologies Pvt. Ltd Sales Management Solution offers a wide range of powerful tools to streamline and enhance your sales operations. Here’s a quick overview of the additional features available:

Sales Repository

Access and manage Quotations
Store and retrieve Product Collaterals
Maintain and share Brochures

Margin & Discount Management

Define level-wise discount authority
Link discounts directly with margin management
Utilize an approval workflow for better discount control

Quotation Builder

Add products directly to a Quote Cart
Apply discounts and taxes
Configure and manage an approval workflow
Maintain complete quotation history

Sales Person Calendar Management

Plan and schedule sales activities
Track achievement vs. planned goals
Manage personalized To-Do lists

Lead and Opportunity Management

Create and manage Leads and Opportunities
Access a centralized Customer Contact Database
Track interactions and inputs effectively

Target Setting and Funnel Health Monitoring

Set performance targets for individual sales executives
Monitor funnel health across different sales stages for better forecasting

Unique Selling Propositions (USPs)

Enhance your sales process with smart features designed to improve efficiency, visibility, and compliance. Our solution provides real-time insights and tools to optimize every stage of the sales funnel.

Funnel Evaluation for Sales Process Optimization

Analyze Long Sales Cycles using the FTF (Face-to-Face) Model
Evaluate Short Sales Cycles using the BPPR (Business Process Performance Review) Model
Improve conversion rates by identifying bottlenecks and optimizing lead flow

Target Management with Funnel Alerts

Get real-time alerts on funnel vs. sales targets
Monitor shortages in the sales funnel across different stages
Ensure proactive planning and goal alignment

Integrated Quotation Builder

Generate customized quotations quickly and accurately
Automate tax, discount, and approval processes
Maintain complete quotation history for compliance and auditing

Salesperson Calendar Management

Update and track lead status changes
Monitor daily sales activities
Evaluate performance using integrated funnel metrics

Cloud PBX Based Calling (Advanced Communication Tools)

Dispose or archive calls with legal compliance
Attach call recordings for legal and internal reference
Upcoming feature: Auto-generate call transcripts for better documentation and training

Boost your sales productivity, improve team accountability, and stay compliant with the smart tools offered by Multiple Zones Technologies Pvt. Ltd.

Looking to implement a high-performing Sales CRM system?
Contact us today to schedule a demo!

Tender Management System

Streamline your tender lifecycle with our robust and intelligent Tender Management Module, designed to enhance visibility, compliance, and success rate in bidding processes.

Key Features of Tender Management:

Identify Potential Tenders and Generate Leads
Discover relevant tender opportunities and automatically convert them into actionable sales leads.
Approval Workflow for Tender Participation
Simplified internal approval processes ensure compliance and accountability at every step.
Integrated Account Linkage
Seamlessly link to Accounts for handling Tender Purchases, EMD (Earnest Money Deposit) payments, and Bank Guarantees (BG).
Two-Level Approval for Pricing & EMD Requests
Ensure proper authorization and cost control with dual-stage approval mechanisms.
Centralized Checklist & Alerts for Key Dates:
- Last date for Purchase of Tender Papers
- Pre-Bid Meeting schedule
- Final Submission Deadline
Secure Document Repository
Store and attach all necessary documents required for tender submission in one centralized location.
Linkage to Sales Opportunities and Order Processing
Convert awarded tenders directly into opportunities or orders for efficient post-tender execution.

🆕 Coming Soon:
Automatic Tender Integration with Tender News Services using tags for relevant categories. Automatically generate leads based on matched tender notifications!

Accelerate your tender response process with Multiple Zones Technologies Pvt. Ltd — where efficiency meets automation.
Want to see how it works? Request a live demo today!

Order Processing Workflow

Ensure smooth transition from lead closure to successful order execution with our intelligent and automated Order Processing Module. Designed for efficiency, compliance, and transparency, it covers every critical step of the post-sales journey.

Key Highlights of Order Processing:

Approved Quotations for All Closed Leads
Every closed lead is linked with a verified and approved quotation to ensure pricing and terms consistency.
Sales Handover Form for Order Creation
Sales executives can seamlessly generate orders using a structured handover form that includes:
- Billing Dispatch Instructions (BDI)
- Commercial Terms
- Payment Terms
- Other fulfillment details
Margin Approval Check for All Orders
All orders go through a margin approval workflow to ensure profitability and prevent unauthorized discounts.
Customizable Order Processing Workflow
Once approved, the order is transferred for further processing via a flexible, tailored workflow designed to meet specific business needs.

End-to-End Process Checklist Includes:

Procurement or Manufacturing initiation
Quality Check and Dispatch Readiness
Transit Tracking and Receivable Documentation

Integrated with Payment Terms Management
Payment terms are managed and tracked independently but are fully integrated with the order processing system for better financial control.
Post-Delivery Workflow
Activities mentioned in the sales handover form guide post-delivery operations, including smooth handover to installation or service application teams.

Optimize your order fulfillment process and enhance customer satisfaction with the advanced sales-to-service handover capabilities of Multiple Zones Technologies Pvt. Ltd.

Want to streamline your order lifecycle? Connect with us for a demo!

State of the Art IVR

Features of SOM	Benefits to Brands
1. Intelligent Interface of IVR with CRM	1. Auto Ticketing – Saves Manpower cost 2. Automated entry of IVR data into CRM – Better AHT
2. Integrated Cloud PBX	1. All stakeholders – Employees, Service Franchisees, Technicians interact through single number. All interactions are recorded. Consumer anonymity and privacy ensured. Enhanced Consumer Experience
3. Multilingual	1. Inclusive
1. VoIce BoTs – Automated Voice BoT interacting with consumer for attending to Service Requests	1. Ideal for Of Office Hours coverage. Provide 24 X 7 interface 2. Peak load management
1. Calls missed on IVR –WhatsApp BoT now instantly sends a message on missed calls	1. Reducing IVR call load cuts costs and enhances customer experience.

WhatsApp BoT

Features of SOM	Benefits to Brands
1. Integrated Intelligent Whatsapp BoT	1. Auto Ticketing – Saves Manpower cost 2. Enhanced consumer interface
2. Separate workflow for consumer and Partner with OTP validation	1. Accurate and precise information 2. Better consumer experience 3. Fraud control
3. Option of Pre validation or Post Validation of Warranty	1. Can opt for either of the two 2. Pre Validation ensures validation of genuineness of warranty before request is generated
4. Optional Live Chat with Agents	1. Live agent chat enabled on “Agent’s Workspace”. Allows optimal use of Agent time and enhances consumer experience and also increases accuracy of request data

Accurate Sales Insights & Smarter Decisions

Leverage real-time data and advanced analytics to stay on top of your sales performance. Our Sales CRM helps you track team activity, forecast revenue, and make data-driven decisions that boost productivity and drive consistent growth.

Our Commitment to Your Growth

We’re committed to helping you streamline your sales process with a reliable, user-friendly CRM. Backed by continuous improvements, intelligent features, and 24/7 support, our platform is built to grow with your business—making us not just your software provider, but your long-term success partner.

Trusted by companies worldwide, our scalable solution grows with you. Plus, our 24/7 support team is always ready to assist. We’re more than just a platform—we’re your partner in success.

Ready to Elevate Your Business? Get a Free Trial and Demo!

Boost your business with Multiple Zones Technologies Pvt. Ltd.! Our CRM, Field Service, and In-House Call Center solutions help you streamline operations, enhance customer service, and drive growth effortlessly. Let’s grow together!