Zimasoft provides integrated CRM and ERP functionalities, helping enterprises centralize business management from a single cloud-based platform. While it can be less adaptable for highly specific business models, its comprehensive feature set for invoicing, project management, and inventory offers a robust, ready-to-use solution that streamlines core operations.
Zimasoft Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Zimasoft?
Zimasoft is a cloud-based software that combines customer relationship management (CRM) and enterprise resource planning (ERP) tools into one unified application. It is designed specifically for Spanish small-to-medium businesses (SMBs) and large enterprises seeking to optimize their commercial and administrative tasks. The platform helps businesses streamline their entire sales cycle through its invoicing and collections management features, while its project management module allows for close tracking of tasks and profitability, ensuring operational efficiency.
Zimasoft Pricing
The software offers tiered pricing packages:
- Essential: €25/month (supports three users) (offers a 30-day free trial)
- Standard: €40/month (supports five users)
- Professional: €80/month (supports ten users)
- Personalized: custom pricing with unlimited users
Disclaimer: The pricing is subject to change.
Zimasoft Integrations
The platform integrates with several third-party applications for a connected work ecosystem.
Who Is Zimasoft For?
Zimasoft software is suitable for SMBs and large enterprises within diverse industries and sectors, including:
- Automotive
- Design
- Technology
- Retail
- Law
- Hospitality
Is Zimasoft Right For You?
Zimasoft is an excellent fit for businesses that prioritize simplicity and regulatory compliance in a single, all-in-one system. Its strength is the tight integration of ERP and CRM functionalities with built-in compliance for local tax laws, including AEAT’s Anti-Fraud Law, eliminating the complexity of managing separate systems. With clients like Toyota and Crema, the software is also GDPR compliant.
Still doubtful if Zimasoft software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Zimasoft Features
This module simplifies the entire billing process, from creating initial quotes and orders to issuing final invoices and managing delivery notes. It provides an intuitive and effective way to control all purchases and sales, ensuring compliance with Spanish tax regulations like Veri-Factu.
Users can create, monitor, and manage projects from start to finish within the platform. The system facilitates the assignment of tasks, attachment of relevant documents, and real-time visualization of project margins and deviations, ensuring ventures remain profitable and on schedule.
Among the notable Zimasoft features, this functionality provides essential tools to deliver impeccable customer service. It enables the management of contacts, scheduling of tasks and appointments with a shared calendar, and visualization of customer timelines to track all interactions and opportunities effectively.
Zimasoft provides a comprehensive dashboard with multiple graphs to measure business evolution from a strategic perspective. Users can generate personalized, filterable reports on sales, top-selling products, and other key metrics, and export them in various formats with just a few clicks.