--- title: zeldata Reviews meta_title: 'zeldata Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how zeldata works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 1 scale: '5' date_modified: '2026-01-20' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # zeldata Reviews **Vendor:** Zeldata **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 ## About zeldata Zeldata is an all-in-one CRM, HRM, sales, Accounting, project management and POS automation platform designed to increase your profit, productivity and performance of your business and entrepreneurial endeavors. Financial metrics to help your business grow. Zeldata is a cloud-based enterprise resource planning solution that improves the performance and profitability of entrepreneurs and businesses. Benefits - Enhance visibility and operational control - Boost efficiency and efficacy by eliminating multi-platform issues - Improve customer experiences - Automate crucial activities - Standardize business processes - Integrate different business functions - Streamline supply chain - Enhance control over operations ## zeldata Reviews ### 1. Best All in one platform as Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Ana Florencia G. | Customer Service, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2024 **What do you like best about zeldata?** I use the CRM module in Zeldata ERP and is robust and intuitive, providing us with a comprehensive view of our customer interactions and history. This has empowered our customer service team to deliver more personalized and effective support. By having access to detailed customer data, we can anticipate needs, resolve issues faster, and build stronger relationships with our clients. **What do you dislike about zeldata?** There is nothing I dont like about it. The platform is really User Friendly **What problems is zeldata solving and how is that benefiting you?** It does not have any problems. I consider The support provided by Zeldata has been exemplary. Whenever we encounter issues or have questions, the support team is responsive and helpful. Additionally, Zeldata regularly updates the software, introducing new features and improvements based on user feedback. This commitment to continuous improvement ensures that we are always working with a cutting-edge tool. - [View zeldata pricing details and edition comparison](https://www.g2.com/products/zeldata/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+05%3A37%3A41+-0500&secure%5Bsession_id%5D=88b6dfd3-5940-4f2b-bba6-4486c5a010c7&secure%5Btoken%5D=cf6d798d2febea9e752fe395859e92b8855c31b09eeb89b2745a67d3dd6136e5&format=llm_user) ## zeldata Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top zeldata Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,683 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,297 reviews)