Track your Projects and Sales

Track the status of different projects/ sales for your customers right from inception to collecting the final amount from the customer.
Goodbye to collection woes!

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Project execution simplified

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    Access from anywhere

    Create project specific tasks, schedule meetings and store all the information related to your projects in one place and access it from anywhere.

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    Share deliverables and important documents

    Upload all the documents to be shared with your client and share it with them. Customers can login to Zenys and access the shared documents anytime, anywhere.

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    Invoicing and Collection

    Create and share estimates, quotations and invoices with your customers. Customers can login securely to Zenys customer portal, access the documents and make payments online through Zenys.

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    Record project expenses

    Keep track of all your expenses for a project and easily track your profitability.

Track your projects by stage

Track the progress of your projects either based on confirmation to completion or set up your own stages based on your business.

Prefer to start with the Trial version? Free Trial

Multiple projects for same customer

Create different sales for the same customer and track them separately.

All important details such as start date, end date, estimated value, invoicing and collection are stored for each sales/ project.

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Upload and share documents with customers

Simplify customer interaction and collaboration.

Upload all the customer related documents in one place and share it with your customer once ready. Customers can access all the shared documents by signing into Zenys for free

Customize project stages

Every business is different and so is your project execution.

Easily customize the stages for your projects as per your needs and apply it to all your projects automatically.

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Customize fields as per your needs

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    Add additional fields

    Add additional data capture fields based on your business requirement.

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    Add custom categories

    Create fields with drop down options to categorize your projects.

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Assign contacts to staff

Have a team working with you?

Zenys multi user accounts enable you to assign contacts to your team members. Control who gets to see what information and access which feature easily.

Integrations and Automation

Get more out of Zenys with the enterprise plan.

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Trigger emails

Send email to your contacts as a response to specific events.

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Send messages

Sends messages and notifications using the MessageBird Conversations API.

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eMail marketing

Sync user data with a Mailchimp audience for sending personalized email marketing campaigns..