Features

Simple & Powerful

Our intuitive interface puts your data at your fingertips, making it easy to manage customer interactions, track sales pipelines, and optimize marketing campaigns.

Outlook integration

Zeltly integrates seamlessly with Microsoft Outlook, eliminating the hassle of data entry. Zeltly automatically leverages your Outlook data to build rich, tailored customer profiles for each contact.

Contact management

Happy clients are loyal clients. Zeltly keeps your contact info organized and fosters team collaboration. Deliver exceptional service with all client insights readily available.

Task management

Stay on top of your workload. Assign tasks to clients, set deadlines, and track progress directly within Zeltly. Never miss a follow-up and keep your team laser-focused on success.

Customize

Tailor Zeltly to your specific needs, seamlessly integrate it, and work effectively.

Refine

Use Zeltly's intuitive Ul and ultra-customizable blocks to craft your ideal workflows.

Grow

Uncover valuable insights from customer data to drive sales, improve service, and boost growth.

Coming soon

Coming soon.

We're constantly innovating to make the best CRM for you.

Stripe integration

Gain deeper insights: Zeltly integrates seamlessly with Stripe. This two-way sync automatically pushes customer and sales data to Zeltly, making it effortless to track sales performance, client interactions, and overall financial health.

Team collaboration

Work together, win together: Zeltly fosters seamless team collaboration. Share client information and tasks securely with your team. Ensure everyone is on the same page and deliver a unified client experience.

Custom data objects

Tailor-made data: Capture the information that matters most to your business with Zeltly's custom data objects. Create flexible fields to store unique client details and personalize your interactions.

Analytics

Data-driven decisions: Gain valuable insights with Zeltly's built-in analytics. Track key metrics, measure campaign performance, and identify areas for improvement. Make data-driven decisions to optimize your client interactions.

Email automations

Automate and nurture: Zeltly's email automations help you stay connected with clients. Set up personalized email sequences to nurture leads, follow up with clients, and drive engagement. Save time and build lasting relationships.

Zeltly calendar

Stay organized, stay connected: Zeltly calendar seamlessly integrates with Outlook and Google Mail. Schedule appointments, manage deadlines, and keep your team in sync.

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