Zimba CRM: The AI-Powered Growth Engine for Your Business
A next-generation, secure SaaS platform designed to transform how small and medium-sized enterprises manage their customer relationships.
Core Features
📂
Intelligent Lead & Data Management
- Centralized Business Directory: View all your contacts in a clean, responsive layout with powerful filtering.
- Dynamic Lead Funnel: Convert businesses to leads with a single click and track their journey.
- Comprehensive Lead Profiles: Dedicated pages with activity timelines, task scheduling, and multi-contact management.
- Effortless Bulk Data Import: Intelligent CSV uploader with real-time progress and smart duplicate detection.
🧠
AI-Powered Co-Pilot (“Simba Assistant”)
- Conversational AI: A persistent chat widget to “talk” to your CRM with Google Gemini.
- Natural Language Search: Search your database using plain English queries.
- AI Visiting Card Scanner: Digitize new contacts instantly with multimodal AI.
- AI Lead Scoring: Automatically score leads to prioritize your most valuable opportunities.
- Context-Aware Message Drafting: Ask Simba to draft personalized emails or WhatsApp messages.
👥
Sales Team Collaboration & Management
- Multi-User Accounts: Admins can invite and manage their own team members.
- Role-Based Access Control: Define permissions for Admin and Member roles.
- Category-Specific Permissions: A unique feature to restrict team members to specific business categories.
- Lead Assignment: Easily assign and reassign leads to different team members.
📍
Field Sales & Visit Management
- Daily Visit Planner: A map-based interface to plan daily routes.
- AI-Powered Route Optimization: Simba calculates the most efficient travel route for you.
- GPS-Verified Check-ins: Field users can verify their location with GPS.
- Activity Logging Integration: Check-in notes are automatically logged to the lead’s timeline.
📊
Reporting & Analytics
- Proactive Dashboard Widget: A personalized list of your “Overdue Tasks” and “Today’s Tasks.”
- Visual Sales Funnel: A report that visualizes your sales pipeline and conversion rates.
- Simba Query Logging: A private log of all user interactions with Simba for continuous improvement.
🛡️
Secure & Scalable SaaS Platform
- Complete Data Isolation: A true multi-tenant architecture ensures data is completely isolated.
- Super Admin Panel: A platform-wide administration panel for managing user registrations.
- Robust Security Measures: Features like CSRF token protection, a strict CSP, and prepared SQL statements.