Board
opportunities as a list or by stage
Scoring
lead score and assignment rules
Targets
sales targets against actual
Property
viewings, offers and listings
Features
Everything in ZEO Cloud CRM
Leads
Every enquiry is captured and sent to the right salesperson straight away.
- Leads from campaigns and lead sources
- Lead score rules
- Assignment rules and round-robin
- Territories
- First-contact SLA
- Duplicate check on contacts and accounts
Opportunities
See every open deal by stage, and why the lost ones were lost.
- Pipelines and stages
- List and board view
- Lost reasons and competitors
- Sales forecast
- Activities: calls, meetings and reminders
Quotations and sales orders
Quotations and sales orders using your own products, prices and payment terms.
- Quotations from opportunities
- Sales orders
- Products, item master and product categories
- Price books and units of measure
- Tax codes and payment terms
Accounts and contacts
One record per customer, used by every ZEO app, so details don’t drift apart.
- Accounts and contacts
- Business partners shared across apps
- Possible duplicates list
- Credit control and partner settings
Property sales
Viewings, offers and listings for brokers and leasing teams.
- Viewings with feedback
- Offers on units
- Listings that follow the unit status
- Reserve the unit from a deal (with ZEO Property)
Sales targets
Set targets per agent and compare them with actual sales each month.
- Targets by agent and period
- Targets vs actual report
- Won and lost by agent
- Quotations by agent
Connected
Works with the other ZEO apps
When two ZEO apps are active in your company, they connect on their own. A manager can switch any of these links off.
- Property – deals become reservations, leases and sales
- Maintenance – send a request straight to maintenance
- Projects & Support – customers shared with support and AMC
Reports
Reports included
Filter, group, drill down and export to Excel, CSV or PDF.
- Sales pipeline by stage
- Sales forecast
- Targets vs actual
- Won and lost by agent
- Quotations by agent
- Sales by product
- Lead funnel by source and campaign
- Lead source effectiveness
- Lost to competitors
Want to see it with your own data?
Send us a few details and we’ll set up a demo of ZEO Cloud, Odoo, Zoho or Business Central with your company’s name and data. It’s free.