Work Tools: information, activities and decisions in a single environment
Zelo ERP connects people, processes and data, so information, activities and decisions live in one place instead of scattered across emails and spreadsheets.
Request your free demo
Everything you need to work better, together
Less chaos, more control
Calendars, activities, notes, documents and operational information flow into a single digital space. The team works with clear priorities, visible deadlines and always-current context, without chasing emails, spreadsheets or scattered notes.
Collaboration that speeds up decisions
Notifications, chat, sharing and histories linked to ERP data make every update immediately available to the right people. Unnecessary steps, waits and misunderstandings are reduced: the company responds faster.
Secure information, instantly available
From global search to encrypted vaults, Zelo ERP helps you find data, procedures and credentials without compromising their security. Each user accesses only the information they need, exactly when they need it.
Personal and shared calendar
Organize appointments, meetings and commitments in a personal and shared calendar with the whole team. Zelo ERP syncs deadlines with projects, quotes, orders and support: every event is linked to the right documents and people, no appointment is left unfollowed.
Discover all features for Calendar management
Contacts and partner address book
Centralize customers, suppliers, agents and contacts in a single always-up-to-date registry. Zelo ERP eliminates duplicates and inconsistent data, links contacts, activities, opportunities and documents: the team quickly knows roles, terms, interaction history and reference people for every commercial or operational relationship.
Discover all features for Contacts managementCommunications and notifications
Turn communications, updates and alerts into an integrated operational flow. Chat, discussion channels, followers and automatic notifications keep collaborators and partners aligned on the status of documents, orders, projects and activities: fewer internal emails, decision delays and lost information.
Discover all features for Communications management
Activities and reminders
Organize phone calls, follow-ups, meetings and operational actions directly in the context of quotes, orders, invoices, contacts and projects. Zelo ERP sends reminders, logs feedback and suggests next activities, helping the team meet deadlines, standardize processes and not leave opportunities unanswered.
Discover all features for Activities managementNotes and digital post-its
Collect ideas, reminders, documents and micro-tasks in a collaborative, customizable Kanban board. Tags, attachments, comments, followers and planned activities turn scattered notes into organized, shared and traceable information: every team works with greater continuity, visibility and speed.
Discover all features for Notes management
Encrypted vaults
Protect passwords, tokens, access keys and sensitive data in a company-wide encrypted vault. With granular permissions, strong password generation, tags and integrated search, Zelo ERP reduces the risk of scattered credentials or improper sharing: security, operational continuity and control.
Discover all features for Encrypted Vaults managementCompany know-how
Turn procedures, instructions and company expertise into a living operational manual, connected to everyday processes. Information can be organized, updated and made available directly in projects, job sites and ERP areas: fewer dependencies on individual people, recurring errors and training times.
Discover all features for Company Know-How management
Quality and risk management
Manage quality manual, risks, non-conformities, checks and corrective actions in a single traceable environment. Zelo ERP links quality to customers, suppliers, orders, projects and production: issues, responsibilities and corrective activities are clear, and processes and results continuously improve.
Discover all features for Quality and Risk ManagementGlobal search
Quickly find documents, registries, activities and information across the different areas of Zelo ERP. A single search queries CRM, sales, accounting and projects; filters, groupings and saved searches let you go from raw data to useful information, without navigating across menus and different screens.
Discover all features for Global Search
Custom dashboards
Build your own dashboards with KPIs, charts, lists and real-time data from the areas of the ERP system that matter to you. Each user can arrange their widgets with drag and drop: the numbers you work with every day are always on one screen, ready to monitor and decide.
Discover all features for Custom Dashboards management