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Features  >

Mobile App

 

Zoey's Mobile App Provides Access to Products, Customers and Orders Anywhere

Take orders and create sales quotes anytime, anywhere, even when you're offline. Now available for iOS & Android.

ZOEY FEATURES

Available for iOS & Android

Zoey’s mobile sales rep app is designed to let your salespeople work anytime, anywhere on any device. Zoey has developed a version for iOS and Android, so no matter which device they’re using, they’ll have access to communicate with their Zoey store.

 

Take Orders Anywhere

Designed for the Sales Floor and Tradeshows, the Zoey Mobile App can be used anywhere by anyone. The Zoey App can be hooked up to barcode scanners and printers to be your POS. Set-up a self-serve kiosk for your customers. Invite your customers to the App if they need a faster ordering tool that supports barcode scanning. Add your delivery drivers who can also track their routes, mark which items have been delivered, take payment or send invoices.

 

Offline Support

Zoey’s mobile app does not require an Internet connection to operate. Simply sign in to your staff account while in an area with Internet, and it will cache all critical data to use while in places with challenging or no connection, such as conferences.

Key data, such as product and customer information and the ability to place an order, are fully supported while in offline mode.

Zoey’s app is designed for your team to be able to work in the field, whether at customer locations, major conferences, etc., and still be able to capture sales.

 

Barcode Scanning

Build orders and check inventory with a built-in barcode scanning capability. Make it easy to create orders when the products are in hand, or from a barcode list that you make available to your sales team. See how much stock you have in real time as well.

 

Realtime Product Data

See relevant product information, including product images, within the app, so your buyer can be sure it’s what they’re looking for. The app will respect product settings such as required quantity purchase increments, so you won’t sell an incorrect amount of an item.

Product data is easily synced with your Zoey store whenever Internet is available, so you can pull down the latest product information.

A number of filtering and sorting scenarios are available to make it easy to search for what you’re looking for quickly and efficiently.

 

Full Access to CRM

Manage Accounts, Opportunities and Leads. The mobile app gives your reps real-time access to their customer data. Make informed sales decisions by viewing order data, recently ordered items and sales metrics. Follow-up on open drafts and abandoned carts. Easy access to phone numbers and emails for efficient communication. Review and write notes to follow-up on. Quickly update customer information with google address auto-fill and easy data entry direct from your mobile device.

 

Save/Share Drafts or Sales Quotes

Zoey offers the ability to create Drafts, which is the option to save an incomplete Order or Quote for completion later. The Zoey App can see Drafts created by customers on the Zoey Web and your team in the Zoey Admin, and vice versa.

Drafts can be converted to either a Quote or an Order. Drafts can also be saved to be used as a template for recurring Orders that are similar in scope, saving time vs. starting an Order from scratch. Drafts can also be named for easier identification of what each Draft is set up to be.

You can create a Sales Quote for accounts who may need to review and approve an order’s structure and final cost before completing the order.

A Sales Quote is built to show the items and cost, and a buyer can review, approve the quote and turn it into an order instantly! Or they can request edits or ask questions if they’re not sure.

Learn more about our Sales Quotes features.

 

Accept Credit Card Payments

When online, you can accept payments for orders via credit card using Stripe. Payments can be also made with saved credit cards assigned to the specific Customer placing an order, and coming soon to the entire Account.

Accept payments instantly, while on site, instead of having to wait for payment of an invoice!

 

Manage Your Team & Roles

The Zoey App allows for management of those who have access to the app, and what Roles they can be assigned. A Role is granted specific permissions based on the user type, which allows for information silos to keep those who don’t need access out while allowing those who require it to be able to see it.

The Zoey App allows for selecting among Roles that are already created; new Role types and the permissions they’re granted can be set up in the Zoey Admin.

 

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