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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Keep track of meetings, emails, calls, and internal notes all in one centralized system. You can easily store both generated and uploaded documents, ensuring that the entire history of collaboration is accessible in one location. This approach not only aids your own productivity but also enhances the service quality for your colleagues. Instead of forcing your organization to conform to the application, you can implement a customized solution that fits your needs. Tailor the forms to your specifications and utilize pre-existing solutions for efficiency. By sharing information centrally, you can significantly reduce the risk of duplication. Furthermore, information can be tagged and categorized for better organization. You can specify which details are essential for completion, and the recorded data can be filtered and compiled into detailed reports. This process allows you to gather insights for a deeper understanding of client preferences. Consequently, you can send out relevant quotes at the most opportune moments. Managing business relationships has never been more straightforward, making it easier to foster connections and drive success. With a streamlined system, you'll find your workflow significantly improved and more efficient than ever before.

Description

ZeyOS allows users to access, compose, and dispatch emails from any location, provided they have a web browser. It simplifies the process of sharing individual messages with groups and other users, helping to eliminate unnecessary email forwarding and reduce inbox clutter. Instead of inundating your team's email accounts with irrelevant discussions, you can share emails and include internal remarks for clarity. Additionally, ZeyOS enables the display and linking of pertinent events associated with objects, like upcoming task deadlines, contract expirations, and payment dates. The platform encompasses four primary applications to streamline your workflow, including projects, service tickets, tasks, and activities. With its time tracking feature, both you and your colleagues can maintain a clear view of the real-time progress and time invested in specific projects and tasks. Furthermore, users can directly link notes to various ZeyOS elements; for instance, you can attach a note regarding a client meeting to the corresponding sales opportunity, enhancing collaboration and organization. Ultimately, ZeyOS promotes efficient communication and project management in a seamless manner.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$27 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Helmdeck

Founded

2015

Country

Poland

Website

helmdeck.com

Vendor Details

Company Name

ZeyOS

Founded

2009

Country

United States

Website

www.zeyos.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) Yes 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

eCommerce

CRM Yes 
Catalog Management No 
Channel Management No 
Customer Accounts Yes 
Data Security Yes 
Email Marketing Yes 
Inventory Management Yes 
Kitting Yes 
Loyalty Program No 
Mobile Access Yes 
Multi-Store Management No 
Order Management Yes 
Product Configurator No 
Promotions Management No 
Returns Management No 
Reviews Management Yes 
SEO Management No 
Shopping Cart No 
Templates Yes 

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