Business Simplified

ZeeRM is a full-service software solution to manage your business. Features of an ERP system as well as a CRM system in one.

It’s completely cloud-based so you can access it from anywhere. No software to download, all you need is a web browser. All-in-one operational management at your fingertips!

Association of Closet and Storage Professionals
The Closet Institute of America

Why ZeeRM?

Improved customer experience

360-degree customer communication. From lead intake to final thank you emails and future follow-ups. ZeeRM enables you to provide a better customer experience through a suite of features.

  • Customizable email templates that communicate installations, service appointments, thank you letters, and follow-ups.
  • External scheduling is where you can allow customers to schedule appointments directly with your sales staff’s calendars without all the back-and-forth emails.
  • Lead intake screens and APIs that allow leads to flow directly into ZeeRM from your website or URLs you provide them.
  • SMS customer communication for appointment reminders and more.

Increase sales productivity

Allow your sales staff to be more efficient. Give them a single place to track prospects, appointments, customer communication, important job details, etc.

  • Track appointments and sync to your email client (Office 365, Gmail, etc.)
  • Automated reminder rulesets to ensure your sales team is following up with customers every step of the way.
  • Create tasks and get alerted when you need to take action.
  • Reminders that can notify you via customizable system alerts, emails, and text messages.
  • Performance management where you can set goals for your sales team.

Get paid faster with less run-around

With our integrated payment processing, you can request payment from your customers via email and they can pay right from there. The payment then records directly into ZeeRM.

  • Get paid quickly and securely.
  • Contact-free payment experience.
  • Securely store customer payment info (with their consent) for processing final balances.
  • Sync payments from ZeeRM right to QuickBooks.

End-to-end job tracking

Track job-related activities all in one place.

  • Lead to job to Installation to payment to follow-up.
  • Scheduling for design and service.
  • Task tracking.
  • Document storage.
  • Invoicing.
  • Workflow.
  • Special order tracking.

Enterprise features at a small business price

There isn’t a system out there that can compare to the amount of features and functionality you get for the price.  Feel free to look around and compare.

  • Flat rate license model.
  • A robust feature set is included.
  • Personalized boarding. We have experienced business process flow specialists who will assist you with setup and questions at no additional costs.

Franchisor platform

The ZeeRM franchisor platform can provide you with key operating metrics from across all your franchisees.

  • See how your entire franchise system is performing from one easy-to-use dashboard.
  • Stay on top of key indicators that can highlight areas that need improvement.
  • View individual franchise metrics and set goals for individual franchisors.
  • View summarized franchise metrics.

Features & Integrations

Customer Management

Manage your customer contact information, appointments, and jobs all in one place.

Job Tracking

Track all aspects of a job. Lead tracking, appointment scheduling, task management, note tracking, invoicing, document storage, and more.

Invoicing

Create customer invoices quickly and easily. Additionally, if you use QuickBooks for your accounting, ZeeRM supports syncing between the two applications.

Scheduling

Manage your sales rep and service tech scheduling.

Email Templates

Create custom email templates, then use ZeeRM to notify customers of upcoming appointments, service visits, etc.

Document Storage

Store customer and job-related documents right in ZeeRM.

Reporting

Robust reporting to measure things like leads, conversion rates, sales rep performance, and more.

Developer API

Integrate your website so leads flow right into the system. Additionally, leverage our API to query or add data into the system.

Payment Processing

Activate payment processing within ZeeRM and you can process credit card payments right in the application.

SMS Notifications and Communication

Send appointment notifications to your customers and communicate with your service techs in the field and more.

Automated Customer Surveys

Find out how you did from your customers. Surveys can be internal only, or you can allow customers to share them.

Commission Tracking and Payroll

Track commissions, draws, and expenditures from within ZeeRM.

Customer Testimonials

Darin – Scottsdale, AZ

This is a must-have software for anyone in the home remodeling space. The team has been wonderful to work with through the vetting, onboarding, and training process.

Adam – Nashville, TN

ZeeRM was written for the closet business and it is very user-friendly. We love it!

Mckenzi – Kaysville, UT

We use Dashboard by ZeeRM and can’t recommend it enough. We can not only track our jobs from the initial call to installation, but we can also use it for advertising and purchasing tracking. It’s been a game-changer for us!

Neil – Madison, NJ

I have been in the business for 8 years and implemented 3 other CRM systems. For a Closet or Kitchen business, ZeeRM will help you more out of the box than anything else out there. I endorse ZeeRM.