Overview
ZeyOS offers an integrated customer relationship management (CRM) solution for managing leads, billing, and contracts in one workspace. Its real-time collaboration and automation tools enhance team efficiency. While customization of ticket workflows may be limited, its streamlined data handling and audit-proof billing still make it a reliable choice for businesses.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
ZeyOS Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is ZeyOS?
ZeyOS is a cloud-based CRM software tailored for growing businesses that need a unified platform for customer interactions, sales, and support. The software offers features such as lead and opportunity management, quotes and billing, contract management, and more. It simplifies deal flow by connecting customer data, sales activities, and support tasks into a single workspace.
With mobile access and customizable forms, ZeyOS supports real-time collaboration and data-driven decisions across teams focused on client engagement and service delivery.
ZeyOS Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
ZeyOS Integrations
ZeyOS integrates with the following third-party software, such as:
- CalDAV
- CardDAV
- Yahoo
- Apple iCloud
- POP3
- Dropbox DocSend
- Google Drive
Who Is ZeyOS For?
ZeyOS software serves a wide range of industries and sectors, including:
- Retail
- Healthcare
- Media
- Education
- Finance
- E-commerce
- Consulting
Is ZeyOS Right For You?
Are you looking for a CRM system that seamlessly connects billing, customer data, and support operations in one workspace? ZeyOS eliminates fragmented workflows, reduces invoicing errors, and improves contract visibility through automation and unified customer management.
Its REST API foundation, secure cloud deployment, and scalable architecture support long-term growth and enterprise-grade security. ZeyOS is useful for growing businesses that need to manage customer interactions, track sales, and automate workflows.
Still not sure if ZeyOS is right for you? Contact our customer support team at (661) 384‑7070, who will help you make the best decision.
ZeyOS Features
sales teams can monitor every stage of a deal using integrated CRM tools that sync emails, meetings, and tasks with customer records. ZeyOS makes collaboration seamless via mindlog, empowering teams to track opportunity status, set revenue forecasts, and drive better follow-ups across the pipeline.
ZeyOS features a complete billing module that supports the entire lifecycle, from generating quotes to handling deliveries, invoices, and refunds. Users can build custom PDF templates and ensure compliance through audit-proof transactions. The module simplifies pricing through flexible discount rules and customer-specific rate lists.
The platform centralizes customer and supplier data into a single dashboard, allowing teams to track communications, contracts, and activities with ease. Users can customize form fields to store critical business-specific data, improving segmentation, searchability, and account visibility for long-term client success.
ZeyOS allows businesses to manage customer contracts and subscriptions with automated billing cycles. Teams can attach pricing details, export custom PDFs, and apply dynamic templates. The result is a faster billing workflow, reduced manual errors, and improved control over recurring customer engagements.
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