Plan & Pricing

All plans feature:
  • Zero setup fees
  • A professional process flow specialist to assist with your setup
  • Data importing available
Standard

$50

Best for small to medium sized businesses

per user/per month (5 user minimum)


  • For 5 users
  • Contact management (CRM functionality)
  • Job tracking
  • Invoicing
  • Scheduling
  • Email templates
  • Document storage
  • Reporting
  • Lead import API
  • Workflow templates
  • Payment processing
  • Sync to Office 365 or Gmail
  • Online appointment scheduling
Enterprise

$50*

Best for larger businesses

*per user/per month pricing based on license count


  • For 20 or more users
  • Contact management (CRM functionality)
  • Job tracking
  • Invoicing
  • Scheduling
  • Email templates
  • Document storage
  • Reporting
  • Lead import API
  • Workflow templates
  • Payment processing
  • Sync to Office 365 or Gmail
  • Online appointment scheduling
  • Reduced fees for service licenses
  • 2 free modules

Add-on Modules

QuickBooks Online or Desktop Sync

Sync customer, invoices, and payments to QuickBooks products.

DocuSign

Generate, send, and track DocuSign documents from within ZeeRM.

Commission Tracking and Payroll

Track commissions, draws, and expenditures from within ZeeRM.

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.

Job Costing

Determine your actual job cost adding in additional expenses such as commissions, shop work, travel costs, and more.