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zedIT Web CRM - SAP® Business One Add-on

Web based CRM software for SAP® Business One


With zed WebCRM you get a 360 degree view of your customers, from prospecting and lead generation through to sales and customer service and support.

zed WebCRM lets you manage sales, contacts, and customer service from SAP® Business One CRM anytime, anywhere, through a Web-based user interface. zed WebCRM also adds campaign and promotion management and prospecting capabilities as fully integrated additions to the robust customer relationship management capabilities already available in SAP® Business One.

Full integration with SAP® Business One - Ensure your CRM is operating on consistent data across your business and get real-time visibility into your customer lifecycle, from lead to close to ongoing service and support

Targeted marketing campaign and prospect management - quickly design and distribute professional email campaigns and newsletters in a matter of clicks and instantly view your results. Create prospect calling lists for your sales team and quickly view and analyze their calling results

Improved customer service and support - customer service automation capabilities deliver issue tracking and resolution to improve the customer experience and ensure that high priority issues get the urgent attention they demand

Sales Management Prospect Management and Campaigns Service and Support
Give remote employees easy
access to SAP® Business One
Get a unique, centralized view of all customer data Create and manage support categories
Use the pipeline graphic to get a quick look at progression of leads into orders Import and manage prospects Receive customer issues through a ticketing system
Synch Business Partners,
leads and vendors with SAP®
Business One
Create and track the
success of email
Create a knowledge base
with support solutions
Note customer interests and competition Create prospect call lists for your sales employees and report on their progress Display contract dropdowns for Business Partners on service calls

Sales and Customer Management

With zed WebCRM, Sales representatives and Partners working in the field can have easy access to vital SAP® Business One contact and customer information online. Through a Web-based interface, Sales representatives can create activities, manage opportunities, generate orders, and record quotes with ease. Information can be automatically synchronized with SAP® Business One. Easily set account level security to determine access rights for each Sales representative.

Service and Support

zed WebCRM customer management functionality offers a ticketing system that can track support issues all the way through to their resolution. Receive support requests through email or via a form you create. Give your support team the ability to log in to the system to assign and reassign tickets, display contract dropdowns for Business Partners on service calls, create activities associated with the tickets, and contact customers directly through the Web-based interface.

Prospect Management and Campaigns

Innovative prospect management allows you to generate lists of potential customers. You can easily import prospect information from Microsoft Excel spreadsheets and manage relevant information. Create and manage prospect call lists for your sales team and run reports based on their completed activities within zed WebCRM. When you are ready to promote prospects to Business Partners, this will easily synchronize into SAP® Business One.

With Web-based campaign management, you can keep prospects and customers up-to-date regarding important promotions and business information. Select and customize one of zed WebCRM’s built-in email templates or import and save your own HTML template. You can easily schedule and send your campaigns to different contact lists and view detailed up-to-the-minute reports on the performance of each campaign.


zedIT Web CRM Sheet (.PDF)