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Sales ยท CRM + PIM

ZIP

Customer care that can be tracked and managed.

ZIP captures incoming requests, signals and contacts while making the service funnel visible.

It gives timing, ownership and history to interactions that would otherwise get lost across emails, calls and scattered messages.

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Commerciale che gestisce richieste e follow-up da smartphone
Sales

Customer care that can be tracked and managed.

ZIP captures incoming requests, signals and contacts while making the service funnel visible.

What you can govern

  • Tracking of requests and service signals.
  • Historical view of customer interactions.
  • Stronger control over response times.
  • Support for both customer care and sales.

Typical workflows

  • Handling of incoming requests.
  • Monitoring of status and ownership.
  • Creation of customer care funnel metrics.

Expected outcomes

  • Higher service reliability.
  • Fewer requests lost without clear ownership.
  • Better visibility into customer care quality.

Ideal for

  • Customer service and after-sales teams.
  • Sales teams managing many incoming requests.
  • Companies that want to standardize first-contact handling.
ZIP

Integrations and relationships

The connections that create the most value for this module, across existing systems and other parts of the suite.

EAR HAY CRM support tools
Sales

Related modules

For teams that need better collaboration across sales, marketing, technical office and logistics.

CRM + PIM

EAR

Structured commercial memory that stays accessible.

EAR helps sales teams record customer information and preserve context across visits, calls and follow-ups.

View module Jump to this module demo
CRM + PIM

HAY

Faster, more coherent quotes and orders.

HAY simplifies quote and order creation by connecting technical, commercial and logistics information.

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CRM + PIM

OAK

Technical documentation and product data always within reach.

OAK organizes technical data, product sheets and documents that sales teams need to retrieve quickly during quoting and negotiation.

View module Jump to this module demo
ZIP

Want to understand whether this module fits your flow?

Tell us about your process: we can show how this module fits day-to-day operations and which other modules create the strongest combination.

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Key integrations

Integrates well with

ZIP creates more value when it works alongside the systems and modules already governing the operational flow.

EAR HAY CRM support tools