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!
Why ZeeRM?
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 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 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.