Sales · a Zeymo module

Sales software built for reps on the road

Quote-to-cash in the office — and a complete field-sales app in your reps’ pockets.

unlimited users · works with the ERP you already have
Quote to cash

From quotation to collected cash

  • Quotations, orders (with bulk upload) and progressive invoicing
  • Partial deliveries with pick lists
  • Returns and credit notes — against invoices or standalone
  • Customer statements and aged receivables
Control

Sell fast without losing the plot

  • Price lists per customer or tier
  • Credit limits enforced on the order
  • Discount rules with approval thresholds
Reps & targets

Manage the team by numbers

  • Sales reps with commissions
  • Target budgets per salesman — monthly, quarterly, yearly grids
  • Rep performance: sales, collection, margin vs target
  • Manager drill-down with profit and peer ranking
✦ Ask Zed

Your sales questions, answered from live data

Zed’s sales specialist ranks customers and products by gross profit, compares reps against targets, reads the funnel and field visits — and can prepare a sales order as a preview you approve.

One question can fan out to several specialists — sales, inventory, finance — and come back as one answer.

Who are my best customers this quarter?
How are my salesmen doing against target?
Show me the sales funnel
Prepare a sales order for my top customer
On the mobile app

The salesman’s whole day, on the phone

This is where Zeymo mobile shines — the complete field cycle:

  • Call-cycle planner: visits, calls and follow-ups by day
  • GPS-stamped visit logging with outcomes
  • Customer 360: balance, statement (PDF/email), history, top products
  • Orders on the road with one-tap “previously ordered” reorder
  • Collect cash & cheques, then hand over to the cashier formally
  • My analysis: targets, commission, peer rank
📱 iOS & Android · biometric login · GPS · barcode
More about the mobile app →
Pricing

Unlimited users

Essentials
$19/mo
Quotes, orders, invoicing
Professional
$49/mo
+ price lists, credit limits, mobile
Premium
$99/mo
+ commissions, statements, API

Full pricing, including Zeymo One →

Questions

Frequently asked

What makes the mobile side special?

It’s a complete field cycle, not a lite view: plan the week, log GPS-stamped visits, take orders, collect cash and cheques, hand over to the office — with manager oversight including profit per rep.

Can reps see cost or margin?

No — reps see sales and targets; profit and margins are manager-only, by design.

Do you support partial deliveries?

Yes — one order can ship in many deliveries with pick lists, and invoice progressively.

See Sales on your own numbers.

A 30-minute walkthrough with your industry’s demo company.