Customers and suppliers
One page per company with its people, notes, deals and orders, whether you sell to them, buy from them, or both.
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Zippter brings order tracking and CRM together. Each company gets its own workspace, its own tracking steps and its own brand on every customer email.
These six come ready-made. Add, rename, reorder or remove steps to match how you work. Keep scrolling to follow one along.
The order is confirmed and given its own unique order ID. The customer receives an email the moment it is placed.
The CRM sits on top of order tracking, so a customer's contacts, conversations, deals and orders all gather on one page.
One page per company with its people, notes, deals and orders, whether you sell to them, buy from them, or both.
Capture an enquiry the moment it arrives and convert it into a customer with one click, history included.
Drag each opportunity across your own pipeline and see what the open deals are worth.
Log calls, meetings and notes, and set follow-ups with due dates so nothing is forgotten.
Each company's super admin turns modules on or off for their team. More are on the way.
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