Enterprise Tools

Scale Your Business

With Powerful Tools

Step into the future of business with tools designed to handle everything your growing enterprise needs. From automating workflows to streamlining operations, the Enterprise Plan gives you the power to scale seamlessly and achieve unparalleled success.

Enhance Operations and Drive Greater Impact

Refine your workflows and boost efficiency to create lasting business growth. By improving operations, you can generate significant results and make a stronger impact in your market.

Client Portal

Provide your clients with a secure and personalized portal where they can access all relevant information, updates, and documents. With the Client Portal, you can enhance transparency and strengthen your client relationships. With the Client Portal, you can enhance transparency and strengthen your client relationships. By providing a centralized space for all project-related details, clients can easily track progress, access important documents, and stay informed on key milestones.

  • Create a centralized hub for clients to view their data and progress.

  • Ensure a professional and seamless client experience.

  • Improve efficiency by reducing back-and-forth communication.

Offer Builder

Design attractive offers and promotions tailored to your customers' needs with the Offer Builder in Rozi CRM. This tool helps you create compelling campaigns that drive conversions and boost sales. With Rozi CRM’s Offer Builder, you can easily customize discounts, bundles, and exclusive deals to match your customers' preferences. Leverage advanced analytics to target the right audience and maximize the impact of your promotions.

  • Build custom offers and discounts effortlessly.

  • Attract new customers and retain existing ones with targeted promotions.

  • Maximize ROI by aligning offers with customer preferences.

Community Groups

Foster engagement and build a sense of belonging with Community Groups in Rozi CRM. This feature allows you to create private or public groups where your customers can interact, share ideas, and form meaningful connections. Whether it's for discussions, feedback, or collaboration, these groups provide a space for your community to thrive. Rozi CRM makes it easy to manage group activities, track participation, and gather insights.

  • Manage and moderate groups to maintain a positive environment.

  • Encourage discussions and collaborations within your audience.

Enhance Productivity and Maximize Impact

Unified Communication

Unified Communication in Rozi CRM integrates all your messaging platforms, enabling seamless collaboration and faster decision-making across teams.

Mobile Accessibility

Mobile Accessibility of Rozi CRM platform allows your team to stay productive and manage tasks on-the-go, ensuring flexibility and real-time updates from anywhere.

Goal Tracking

Goal Tracking allows you to set, monitor, and achieve critical business objectives, keeping your team focused and aligned with your strategic vision.

Resource Optimization

Resource Optimization ensures the efficient allocation of your team’s time, budget, and tools, maximizing productivity and minimizing waste.

Membership Management

Streamline your subscription-based business with Membership Management in Rozi CRM. Handle registrations, renewals, and member engagement efficiently from one place, ensuring a smooth experience for both you and your customers. Rozi CRM enables you to track membership status, automate renewal reminders, and personalize communications with ease. With real-time insights and analytics, you can optimize your membership strategies and improve retention rates.

  • Provide exclusive content and benefits to your members.

  • Track member activity and ensure consistent engagement.

  • Manage memberships with ease, from onboarding to renewals.

Affiliate Manager

Expand your reach by building an affiliate program with the Affiliate Manager in Rozi CRM. Recruit affiliates, track referrals, and reward performance to grow your business organically. With Rozi CRM, you can easily manage affiliate partnerships, monitor their activities, and ensure timely commission payouts. Leverage detailed analytics to optimize your affiliate strategy and identify top performers.

  • Increase sales and visibility through strategic partnerships.

  • Set up and manage affiliate programs with built-in tracking tools.

AD Reporting Dashboard Integration

Gain valuable insights into your advertising campaigns with AD Reporting Dashboard Integration. Monitor performance, identify trends, and optimize ad spend to maximize ROI. Make data-driven decisions to enhance campaign effectiveness and reach your target audience more efficiently. Track key metrics and adjust strategies in real-time for continuous improvement.

  • Make data-driven decisions to improve campaign effectiveness.

  • Integrate ad platforms to view all campaign data in one place.

SMS & Email Templates

Save time and maintain consistency with ready-to-use SMS and Email Templates. Customize templates to fit your brand while delivering professional and impactful communication. Enhance customer engagement with personalized messages that resonate. Streamline your outreach and ensure timely communication across all channels.

  • Simplify and speed up your outreach efforts.

  • Customize templates to align with your branding and tone.

  • Choose from a variety of pre-designed templates for different purposes.

Premium Actions & Triggers

Automate complex workflows with Premium Actions & Triggers. Set up advanced rules that initiate specific actions based on user behaviour, ensuring timely and efficient processes. Improve operational efficiency by reducing manual intervention and minimizing errors. Streamline tasks and deliver personalized experiences that drive better outcomes.

  • Enhance productivity by streamlining internal workflows.

  • Customize triggers to automate repetitive tasks and save time.

  • Ensure seamless customer interactions with real-time responses.

Get Started

App Marketplace

Discover and integrate additional tools with ease through the App Marketplace. Expand your platform’s functionality by connecting with third-party applications tailored to your business needs. Enhance productivity by seamlessly integrating with the tools you already use. Stay ahead of the competition with flexible solutions that evolve with your business.

  • Simplify integrations with one-click connections.

  • Enhance your platform’s capabilities without extra development effort.

  • Explore a wide range of apps to complement your existing system.

TESTIMONIALS

What others are saying

Delighted Results, Exceptional Experience!

Rozi CRM completely transformed the way we manage our client relationships. The seamless integration and automation have saved us countless hours, allowing us to focus more on strategic growth.

Clinton V. – Marketing Director

Beyond Expectation And Truly Impressed!

This tool has exceeded our expectations with its seamless functionality and user-friendly interface. It has made managing tasks and customer interactions incredibly efficient. Truly a game-changer for our business!

Dennis A. – Services Contractors MVP

Extremely Satisfied with the Results

Extremely Satisfied with the Results! This solution has simplified our processes and enhanced our team’s efficiency. The ease of use and robust features have truly made a positive impact on our operations.

Karl J. – Marketing Director

Prepared to Take Your Business Further?

See What Rozi CRM Can Achieve for You.