Demo data
The records are fictional and are reset periodically. Do not enter real client data.
- The environment is reset periodically
- No import of your company data
- No real personal data
Test environment
Step into a real CRM, with the workflows of your own industry
Fill in the form and you get a personal link by email to the test environment that matches your company’s activity. No bank card, no installation and no unsolicited calls.
- The link arrives by email in under a minute
- 8 configurations, by type of activity
- Demo data already loaded, not an empty screen
- Add, change and delete anything, with no obligation
14
14 documented implementationsIdentifiable companies, from 12 industries, in the United Arab Emirates, Romania and abroad. See the case studies
Available configurations
Request demo access
FreeChoose your industry and we send you the configuration closest to the way you work.
Available environments
8 configurations, by type of activity
Every environment starts from the same base and contains the modules specific to that industry. Choose yours in the form and you receive it by email.
Sales CRM softwareDistribution, manufacturing and professional services: pipeline, quotes, invoicing and payment tracking.About this edition →Real estate CRM softwareAgencies and developers: portfolio, matching demand with supply, viewings and publishing to portals.About this edition →Medical CRM softwareClinics and practices: appointments, patient records and medical documents on the clinic’s own server.About this edition →Services and maintenance CRM softwareService companies: interventions, field teams, maintenance contracts and work reports.About this edition →Retail and e-commerce CRM softwarePhysical shops and online stores: stock, marketplace orders and synchronisation with the sales platform.About this edition →Construction CRM softwareContractors and installers: cost estimates, sites, teams, material consumption and work statements.About this edition →Hotel and hospitality CRM softwareHotels, guesthouses and serviced apartments: room rack by day, bookings, seasonal rates.About this edition →Other industriesIf your activity is not listed above, you receive the Sales configuration and the specific workflows are set during implementation.Request the right environment →
What you can test
16 features active in the test environment
All the modules below are switched on and can be gone through on the demo data. Click any of them for the full module description.
Client managementThe complete company record, with history, documents and contact people.Lead managementRequests come in automatically, are assigned to an owner and are tracked through to a decision.Sales pipelineA visual board by stage, with drag and drop and the value on each column.Quote creationA quote generated from the client record, with products, discounts and terms.Email trackingSee when the quote you sent was opened and how many times it was read.PDF invoicingInvoices issued from the same order, in PDF and XML for e-invoicing.Payments and collectionsA record of amounts collected, overdue balances and due dates for each client.Online ordersOrders from the online shop arrive in the CRM without manual copying.Activity calendarAppointments, meetings and deadlines, by team or by person.Document generationContracts and forms filled in automatically with the data from the client record.Central file storageAll of a client’s documents in one place, not on separate computers.Customer supportTickets, replies and the history of the conversations with each client.
A.I. client analysisThe assistant reads the client record and sums up what has happened so far.
A.I. lead analysisSuggestions about which requests are worth following up first.
A.I. quote analysisObservations on the quotes you sent and the ones left unanswered.
A.I. report analysisA summary in words of the figures in the reports, not just charts.
Procedure
How you get access
Four steps, no bank card and no unsolicited calls.
01
The form
Fill in your contact details and your industry, so you receive the right environment.
02
Review
We review the request and choose the configuration closest to the activity you described.
03
Access by email
You receive the login details at the address you gave, within a few minutes during office hours.
04
Evaluation
Go through the workflows on the demo data. If you have questions, we answer by email or on WhatsApp.
Limits
What the test environment does not include
The demo environment is there to show the workflows, not to replace an installation. The differences are as follows.
Integrations switched off
The connections to e-invoicing, marketplaces, couriers and payments are not switched on in the demo.
- Switched on at implementation
- Requires the company’s own account details
No customisation
Your own fields, stages and templates are configured at implementation, not in the test environment.
- The configuration is settled during the analysis
- For an instance on your own data, write to us
CRM implementations
Companies that have trusted Zarina CRM
Frequently asked questions
What people ask about the test environment
Why is a form needed for access?
So that we can send you the environment that matches your industry. The environments differ by type of activity, and a generic access would be less useful.
Is a bank card needed?
No. Access to the test environment is free and involves no payment and no card details.
How long until I get access?
During office hours, within a few minutes. Outside them, in the first part of the next working day.
Can I enter my company data in the demo?
We do not recommend it. The environment is reset periodically and contains demo data. For an instance on your own data, write to us.
Do the integrations work in the demo?
No. E-invoicing, marketplaces, couriers and payments are switched on at implementation, with the company’s own account details.
How long do I have access for?
Access is valid for long enough to evaluate the application. If you need an extension, write to us and we grant it.
Will I get sales calls after the request?
No. We send the access by email and stay available if you want a conversation. We make no unsolicited calls.
Can I test it from my phone?
Yes. The interface is responsive and can be used from the browser on a phone or tablet.
What happens to the data in the form?
It stays with the operating company named in the Terms and Conditions, is used only to grant access and can be deleted on request.
How do I move from the demo to a real implementation?
Through the order page or through a conversation in which we settle the package and the configuration.
No monthly subscription
Take control of your operations, once
We install Zarina CRM on your hosting, configure it around your own workflow and train your team. From that moment on, the application is an asset of your company, not a recurring expense.