Features  >

Sales CRM


Empower your Sales Team with a CRM Focused on B2B Sales

Zoey's CRM is the perfect solution for businesses that want to streamline their sales processes and improve customer experience.

Accounts & Contacts

The foundation of Zoey’s CRM is Accounts & Contacts. This means your customers are defined as a business that can have one or more contacts with shared access to login to the store-front, get notified of new Orders, Invoices etc… and more – all built around our Roles & Permissions feature that lets you (or your customers) determine what type of access each contact on the account is given. Within the Account you can further structure “Locations” which represent additional business locations that can have their own preferences and contacts assigned to them.


Leads & Opportunities

Requests collected through Zoey’s Storefront are automatically populated into the Zoey CRM as Opportunities. Your Sales Reps will then be notified of this new Opportunity to contact the prospect and begin the sales cycle that will be tracked using the CRM’s Sales Flow feature.

The CRM’s Sales Flow feature provides a clearly defined process for managing Opportunities and Leads created from webform submissions or by your sales representatives in the field. Each Opportunity or Lead follows a pre-defined workflow, beginning with a sales rep assignment, working and qualification, and progressing to closing and winning. After the lead is marked as “won,” you can send invitation emails to the contacts associated with the Account, inviting them to set up their passwords and log in to the customer portal.

If an opportunity or lead is deemed unqualified or lost at any point, you’ll be prompted to provide a reason, which will be added as an internal note.


Account Dashboard & Reporting

The CRM has a streamlined Account Dashboard that gives users at-a-glance visibility into key sales metrics. Its interface allows users to easily manage their Accounts and send emails and invoices to their Contacts. The CRM Sales tab provides insights into recent drafts, quotes, Orders on the Account, and recently ordered items. It also includes a complete Activity log that allows users to track the date, the time, and the user who makes updates on the Account.


Contact Roles & Permissions

Account Contacts are classified as “Main Contacts” and “Additional Contacts” to determine if the user has access to the full account or only to their own generated data within the account.

Main Contact roles are typically used for:

  • Primary buyer or business owner who has full access to manage their Account

  • Accounts Payable – to receive all invoices/statements and make payments

  • Shipping Manager – to receive all shipments/tracking information

Additional Contact roles are typically used for:

  • Location specific buyers

  • Buyers that require their manager’s approval


Sales Rep Assignments

One or more Sales Reps can be assigned to each Account. This not only helps with ensuring Sales Reps only see the Accounts they are assigned to, but Orders can also be auto-attributed to the Sales Rep regardless of who submitted the Order.


Customer Groups & Price Lists

An Account can be assigned to a specific Customer Group which controls the initial Price List/Price Level they have access to, as well as which products within your catalog that the Account has access to view/order.


Custom Fields

Customer Attributes allow you to add custom fields to the Account, Address or Contact. This can be used for storing documents like contracts or tax exempt certificates, or to collect more information from the business when they fill out an Account Request form.


Mobile App CRM

In addition to taking orders without internet access, the App’s CRM features include the following:

  • Leads and Opportunity capture.
  • Easy access to account notes and contacts.
  • Clear metrics for quick decision-making.

Simplify & Automate Your Business Today!

Book a demo with our customer success team to help you find the best Ecommerce solution for your unique business. See how Zoey can help grow and expand your sales.