CRM & Sales
Accounts and contacts, a deals board, a catalogue with tiered pricing, and quotes, orders and packing slips that become QuickBooks invoices.
Accounts, deals, catalogue and prices, quotes to invoices.
Leads and deals
Every new caller or sender becomes a lead you can qualify, hand to a colleague or close; the promising ones move across a pipeline board as deals.
Accounts and contacts
Group your accounts the way you sell (dealers, clinics, retailers...) and keep their contacts and history together. Every Zamilo app shares them.
A catalogue that does the arithmetic
Landed cost, margins and up to six price tiers per product, rounding the way you price, and every change kept in a price history you can read back.
Price lists people can open
Share a dealer price list as a link that stays current, or download it as a spreadsheet or a catalogue PDF.
Quotes, orders and packing slips
Number them per business, send the customer a link to view and accept a quote online, and email or text the PDF from the record.
QuickBooks Online in one click
Connect your own QuickBooks company. Invoices and purchase orders are sent when you press Send, never on their own, and documents made in QuickBooks are matched back.
Shopify and Magento
Orders, products and customers from your Shopify stores, and price and stock pushes you switch on per store. Magento (Adobe Commerce) price pushes too.
Make it yours without code
Pick-lists, custom fields, document layouts, automations (when this happens, if that, do this), tasks and reminders, reports and your own dashboards.
Volume breaks, price books and credit limits
Price breaks by quantity, contract price books per customer, and a credit limit that puts an order on hold automatically until someone releases it.
Get paid from the quote or invoice
Customers pay by card through your own Stripe account, with a surcharge that follows the invoice's tax if you choose, or by bank transfer and Interac, matched when the payment email arrives.
Dealers order from their price list
The dealer price list link becomes a place to order: dealers add quantities and send an order you confirm. Storefront feeds keep a reseller's catalogue current.
A customer's PDF purchase order, read for you
Drop in a PO and Zamilo proposes a draft sales order, matching each line to your catalogue; you check every line before anything is saved.
Works with the other apps
The same accounts, products and team, whichever app you open.
Ready when you are
Zamilo is free while it is in beta. We invite companies in small groups and help each one move in.