Zinfi.com Lead Management Review

The pioneer in Unified Channel Management (UCM) innovation, ZINFI Technologies, gives vendors and their channel partners the ability to achieve profitable growth quickly on a global scale. ZINFI is a Silicon Valley-based company founded by channel veterans with years of experience in global channel management. Back then, they saw a huge opportunity to develop high-performing sales channels by implementing an intuitive, all-encompassing unified channel management platform that streamlines and controls the partner lifecycle.

Industries and Companies

There are 35 registered companies using Zinfi software. About 58% of them are situated in the United States, 15% are in India, and a very few of them are in Europe, Canada, and the UK. Zinfi solutions have earned the trust of the companies operating in the Information Technology and Services industry (23%), Computer Software (18%), Electrical and Electronic Manufacturing, and Financial Services.

Meta Rating

Customers give Zinfi high points and choose it over other competitors because it needs less time to get installed and costs less money. When deciding on other global but more known CRM, get ready to be paying a few weeks for the software installation. With Zinfi, it will only take a few hours. Plus, as long as it is integrated into almost all communication platforms, there is no need to enter data manually or IT specialists.

Best Features

The Partner Lead Management module of ZINFI’s partner relationship management (PRM) platform enables businesses to manage the “contacts to contracts” process and distribute leads to the partner network. Through “round robin,” “shark tank,” and other lead management distribution procedures, this module assists in involving partner salespeople.

Shark Tank Management

Every company can automate the distribution of leads to various partners depending on several criteria set in a “shark tank” lead distribution scheme with the help of the Partner Lead Management module. For seamless connection between the two systems, you may also integrate lead management data with information in an existing CRM system.

End-user Account Management

With the help of our Partner Lead Management module, you can automate the management of a lead’s entire path. This automated sales strategy results in increased productivity and promotes partner involvement. System alerts may be simply configured by organizations to send users automatic notifications on preset dates and at preset times.

Opportunity & Deal Management

Improve your opportunity and conversion rates by automatically capturing and keeping track of all campaigns that have marketed to a Lead in the past, along with their engagement state. All submitted prospects and transactions completed by the channel sales team are subject to an automatic review and approval process set up by the UCM Partner Lead Management module. Through established system integrations, the module also enables you to transmit submitted opportunities and deals to your internal CRM.

The module’s dynamic reporting engine offers a comprehensive understanding of each stage of the sales funnels built by the channel sales team. Individual channel partners may monitor the development of their own sales activities by looking at their unique progress dashboard.

Market Share and Forecast

There are about 1700 companies using Zinfi, and they are mostly situated in the United States and Canada (86%). Some of the biggest ones are Netsmartz, Partners Associates USA Inc., House of Kaizen, and Konverge Technologies Private Limited. Most of them are working in the computer software industry (16%), marketing and advertising (10), and information technology and services (9%). About 75% of its customers are represented by small companies (10-50 employees), 24% are medium size (50-1000 employees), and only a very small part are enterprises (more than 1000 employees).

Having said that, we don’t see any negative trends coming in the following months. Zinfi is able to meet the demands of the companies with the most whimsical needs. And talking about its competitiveness, Zinfi goes hand in hand with such enterprises as Infinity.co and HubSpot.com.


Pricing and Packages

Basic $25
Monthly per user
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Professional $59
Monthly per user
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Business $119
Monthly per user

The very basic and the most affordable pricing plan costs $25 per user per month billed annually or $29 billed monthly. It includes 2.500 contacts, Google Workspace integration, Pipelines, team collaboration, and contact enrichment. The package will fit perfectly for the small-sized agency. 

The professional package offers the same features the basic one does, plus many more, making it the best choice for growing businesses. It will cost $59 per user per month billed annually and $69 billed monthly. This package has HubSpot, Zapier, MailChimp, and Slack integration options, as well as reporting of all kinds.

For this package, you will need to pay $129 billed monthly, or you can save up to 14% and sign up for an annual plan having to pay only $119. By ordering this plan, you will have no limits on the number of contacts, and it will obviously include all the “Professional” package features. Besides, it includes email sequencing, broad integration options, leaderboards, and goal tracking.

Customer Reviews

7.8 Total Score
Zinfi review score

Powerful platform to generate leads

7.8Expert Score
Value for money
8
Ease of use
8
Features and integrations
9
Customer support
6
7.2User's score
Value for money
7.6
Ease of use
6.9
Features and integrations
6.6
Customer support
7.9
PROS
  • Fantastic search engine feature
  • Quick response from support
  • No contract, no minimum period
CONS
  • Does not have features its competitors have
  • Limited number of downloaded contacts
  • Hard to maneuver and access data
  • Basic package offers a few and very limited features
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Joel Mudd
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