Import your existing contacts & leads
Load your contacts into Zubifi quickly and easily with our Import Wizard. The wizard accepts most commonly used file formats and allows you to map fields in your file to data elements within Zubifi.
Custom fields enable you to leverage the data that is important to your business. Then use those fields to build new marketing campaigns.
Convert Leads to Customers
Take advantage of the consistently rated #1 marketing tool, Email Marketing, with Zubifi. Take control of your marketing by developing customized email campaigns that segment your contacts based on the data you define.
Our professional email templates will help you build your message quickly. Then use our email message wizard to guide you step-by-step through the entire process of sending your message. Then see how you did with our dashboard insights.
Enable the Contact Management (CRM) features to track the emails, phone calls, and messages that your marketing generates to help you close more sales.
Get Paid for your Work
Create estimates, invoices, and sales receipts and send them to your customers. Add your PayPal® details and enable your customers to pay you fast. All online payments are fully automated so there is no extra steps to import or manage those payments.
Use the integrated timesheet features to track your (and your staff's) time. Then easily create invoices from those timesheet entries. You can even set custom rates & prices per staff member, product/service, and customer.
Optimize your Finances
Use Zubifi to manage all of your accounting. Your account includes our complete and fully integrated double-entry accounting system along with check printing, expense management, and bank reconciliation functions.
Stay in the know on outstanding invoices and get insights into how your business is doing through our customizable Dashboard. And be sure to maximize your tax-time reporting with our built-in mileage tracking.
Manage your 1099 vendors & contractors and pay your Sales Tax right from your Zubifi account. Invite your staff members and use Zubifi's advanced security options to share access at levels that make sense for your business.