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Zimit Review

2

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.5
Sales, Quote Management

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Description of Zimit

Solution catalogs. Guided selling. Price modeling. Automated content. Support for services, products, subscriptions, and bundled solutions. Simple approvals. Quote analytics. Zimit is designed for simple integration with leading CRM, PSA, HR, Time Collection, and ERP applications.

Reviews

Global ratings 2
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  • 4
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  • 2
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Type of review

Revainrating 4 out of 5

Great CRM for keeping everyone connected and organized

I like how easy it was to navigate through all of my contacts in Salesforce so that we can easily access their information when creating quotes or proposals as well ass tracking our progress throughout each step of an account's life cycle within zims platform! There really isn't anything else i dislike about this tool but if there were something specific you are looking at please reach out because they have great customer service who will be able solve your issue quickly!! We use sales force…

Pros
  • Easy way for me, being new with SF CRM ,to find what ever needed is done without much hassle.
  • The ability To make sure everyone gets paid properly
  • Customer Service reps always very helpful
  • Great support team !!!!
Cons
  • Not enough customization options available
  • No option yet (as far)for emailing templates directly from Quote

Revainrating 5 out of 5

Great Solution for Sales Management

The best feature is that I can easily find my quotes in one place. It also makes it easy to check all my invoices. The only thing I dislike is that it doesn't sync well with Quickbooks or Xero. There are some issues around syncing which would be great if they could fix it. If you want a system that will help your sales team, this is the way forward. Everything is put together very well. From the front end design through to the detailed features. I find it easy to navigate and use. The…

Pros
  • Easy access from anywhere
  • Great user interface for mobile devices like iPad/iPhone.
  • Clean customer experience when navigating between screens (for example adding new customers)
  • Very intuitive navigation throughout site even first time users!I don’t really dislika
Cons
  • It is hard to say