Release notes January 2023
The new Zegoal features. Mobile app - Remarks to tasks, "Instructions" for Filling in the Fields of the Tasks...
The intuitive tool interface for forming customer relations history with customer locations, assets, and contacts.
Zegoal is a CRM system with an advanced customer database. Our cloud-based CRM system is more than just a set of customer cards with a task and job history. We have picked the best practices and created a simple yet comprehensive tool, which is particularly suitable for companies with field staff.
The key concept underlying our CRM system is the associations between the basic elements: company, location, contact, assets. Every Customer has an address or service location — its office, home, or any other location. These locations are home to their assets that require maintenance, repair, or record-keeping. Naturally, it is crucial to have contact information for effective communication. A task can be attached to any of these items so that the entire chain of events and connections can be tracked later.
Gives you all the capabilities you need: from setting tasks and streamlining your mobile employees’ schedules to taking orders and performing routine and regular maintenance of equipment and other assets. The Zegoal CRM system is designed for businesses that provide services at Customers’ premises: home, office, or any other location.
Helpful information about our product, how to improve staff performance, as well as latest industry trends.
The new Zegoal features. Mobile app - Remarks to tasks, "Instructions" for Filling in the Fields of the Tasks...
What's new: New Checklist Task Field Type (Beta Testing), CRM. Comments to Companies, Locations, Contacts and Assets, Tasks. Viewing...
How many times have we witnessed a ‘too big to fail’ bubble burst? There is an ever growing list of...
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