Accounting with More Accountability
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
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 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.
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 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 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