Zaatly

Sales Automation Software

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This AI-powered customer relationship management system automates data capture and task drafting by seamlessly integrating with email, calendar, and communication tools, allowing teams to maintain real-time, accurate insights into sales, service, marketing, and quoting activities. Its key features include automatic contact and deal updates, AI-generated proposals and follow-ups, an intuitive workspace consolidating all customer interactions, and predictive analytics for sales forecasting, all designed to reduce manual data entry and improve efficiency for sales and customer service teams. It addresses common challenges such as outdated pipelines, missed follow-ups, and cumbersome data management, making it ideal for organizations seeking intelligent, effortless CRM solutions that keep their customer information current and support better decision-making.

Zaatly can be found in Sales Automation Software categories.

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Zaatly Main Features

• AI-powered CRM
  Zaatly uses artificial intelligence to automatically capture your work and suggest next steps like emails and proposals.
• Data is private
  Your customer data is kept separate and secure, only for your team.
• Reliable forecasts
  The CRM provides accurate sales forecasts based on real win chances.
• Less work for teams
  It reduces busy work by automatically updating contacts, deals, and schedules, so your team can focus on selling.
• Automatic data entry
  It automatically fills in your data, so you spend no time on manual input.
• All deals in one place
  You can see and manage all your deals in one spot, with AI insights like win chances and next steps.
• Built on Microsoft 365
  The CRM is based on Microsoft 365, making it easy to work with your existing tools.
• One workspace for everything
  All your mail, deals, service, and marketing are kept in one simple workspace.
• AI‑planned day and pipeline
  It plans your day and keeps your sales pipeline current automatically.
• Ask questions in plain English
  You can ask the CRM questions in simple language and get clear answers, including the behind-the-scenes data.
• Real product with real screens
  You can see live screens and features of the actual product in action.
• Integrates sales, service, marketing, and quoting
  All customer activities are connected in one calm and easy-to-use platform.

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