Our Features

AccountingAccounting with More Accountability
Customizable Dashboard

INVOICE SOFTWARE

  • Create, print, and email estimates, invoices, and sales receipts
  • Customize the look-and-feel of your documents and email messages
  • Manage products and services with advanced pricing (including per customer pricing/discounts)
  • Apply and track payment terms and due dates
  • Easily convert estimates into invoices
  • Track and Pay Sales & Use taxes
  • Create custom fields to track even more information

EXPENSES AND RECEIPTS

  • Enter and manage vendor bills & payments
  • Track overdue bills
  • Add receipts, contracts, manifests, etc. as attachments to all transactions
  • Print vendor payment checks
  • Create custom fields to track even more information

TIME TRACKING / TIMESHEETS

  • Full multi-user timesheet software
  • Set custom pricing for any combination of product, vendor and employee/user
  • Track employee efficiency through both billable and non-billable time
  • Create invoices from entered timesheets

Track Mileage

MILEAGE

  • Create and manage trips
  • Create, manage, and assign vehicles
  • Separate business vs. personal mileage for Tax reporting
  • Auto-calculate travel distance between starting and ending locations

ACCEPT PAYPAL® PAYMENTS

  • Fully integrated with PayPal Payments
  • Include links in emails to view and pay invoices
  • Automatically saves payments into your accounting (no manual re-entry)
Customer Relationship ManagementCustomer Relationship Management (CRM)

EXTERNAL EMAIL INTEGRATION

  • External email integration puts all your email “touches” in one simple view
  • Allows you to add your existing email account and Zubifi will check for new emails (both inbound and sent messages if selected) and bubble those up through the contact profile/dashboard. That way when you’re communicating with a customer you are immediately “in-the-know” on when the last touchpoint was, what was discussed, and have a complete view of what’s going on with that customer... giving you the best opportunity to close the sale and improve your customer’s experience with your company.

Unlimited Contacts

CONTACT MANAGEMENT

  • Advanced contact profile/dashboard
  • Keep track of contact information for phones, emails, and addresses.
  • Set default payment terms, sales tax rates, and payment methods.
  • Create custom fields to track even more information
  • Add attachments for tracking important items
  • See transactions, emails, calls, notes, relationships, and more all in one view/page.
  • Track calls and add notes
  • Enter and view relationships between contacts
  • Integrate your contacts with your phone/mobile device for easy two-way synchronization. Store Notes, Calls, and Messages Coming Soon
Email MarketingEmail Marketing

CUSTOMIZABLE EMAIL TEMPLATES

  • Create your own templates or use one of ours
  • All templates are fully customizable to meet your branding requirements
  • Upload your own images
  • Use our email-merge functions to personalize every outbound email with your subscriber’s name
  • Automated text-version generation
  • Visual email composure makes changes a breeze
  • Send test messages to make sure you are 100% satisfied before sending to your lists

Marketing Campaign Overview

MARKETING CAMPAIGNS

  • Create campaigns to manage and track messages sent to your email lists.
  • Scheduled delivery options
  • Track your success with our full report for sends, opens, clicks, bounces, and complaints
  • Use our software to insure you stay compliant with all CAN SPAM regulations
  • Send up to 10,000 email messages per month

MAILING LIST MANAGEMENT

  • Create multiple lists to segment your subscribers and provide relevant information
  • Generate lists using custom filters on your contact list
  • Invite your visitors to subscribe to your mailing lists right on your web site with our new Integrated Mailing List Sign-up Forms Coming Soon