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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.

Description

Zeleaux (ZEL-OH) offers a straightforward and cost-effective way for businesses to maintain organization and foster growth. It simplifies various tasks such as customer management, quote creation, project acquisition, and team scheduling, all within one automated platform. By utilizing a unified database for customers, vendors, and partners, businesses can streamline their operations. Effective customer management is essential for any company, as not only is it crucial to build a solid customer base, but also to ensure that the team can access and utilize this information to provide seamless service throughout the customer’s journey. With Zeleaux’s Customer Management feature, the challenges of coordinating customer information across your team are significantly reduced, allowing for improved organization and management of customer data, process automation, and database expansion—all in one convenient tool. Additionally, Zeleaux empowers businesses to enhance their success by generating tailored quotes and employing estimations effectively, while also enabling real-time collaboration on projects among team members. This comprehensive approach not only saves time but also enhances team efficiency and customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Google Docs No 
Google Drive No 
Google Sheets No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Business One Yes 
Sage 500 Yes 
Salesforce Yes 

Integrations

Docusign No 
Google Docs Yes 
Google Drive Yes 
Google Sheets Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Business One No 
Sage 500 No 
Salesforce No 

Pricing Details

$75 per month
Free Trial Yes 
Free Version No 

Pricing Details

$129 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BiznusSoft

Founded

2013

Country

United States

Website

www.biznussoft.com/field-service

Vendor Details

Company Name

Zeleaux

Country

United States

Website

zeleaux.com

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking Yes 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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