The Partner Address Book of Zelo ERP collects customers, suppliers and agents in a single master data file, with branchable internal contacts and dedicated sales assignments. Every module of the software reads the same data: you type it once, with no duplicate entry and fewer communication errors between departments.
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An always up-to-date address book means fewer communication errors, faster collaboration between departments and, over time, more revenue.
When the partner address book is up to date, your customers get faster answers and solutions that fit them.
Add a new partner by filling in name, company and role.
Associate activities, opportunities or quotes with the contact you just created.
View interaction and performance reports in real time.
A partner can be customer, supplier and agent at the same time, in one master data card. One address book means no fragmentation and no duplicates, and Zelo keeps the data consistent across every area of the software. Each role has its own parameters, so you never create different records for the same entity.
Map company contacts with roles, areas of responsibility, offices and direct contact details. Each partner can hold a branchable list of key figures, such as purchasing managers or warehouse supervisors. Anyone in the company can see who to contact for what.
Link each partner to a dedicated internal sales representative and, at the same time, to an external sales agent. Both the sales force and the sales office see the same master data: this cross visibility prevents territory conflicts and makes sales performance easier to monitor.
Zelo synchronizes the Partner Address Book with accounting, warehouse, project management and CRM. Any change to the master data is immediately reflected on orders, invoices and delivery documents. Nothing is re-typed by hand, so there is less risk of errors in daily operations.
Set personalized payment terms and dedicated price lists for each type of partner you register. The customizable fields adapt the database to how micro, small and medium-sized enterprises actually work.
Answers to the most common questions about features, integrations and costs.
See all the tools integrated in Zelo ERP.
No licensing cost per installed module, per number of users or per enabled stations
