Automatic Logging

Automatically Record Contact Events in the CRM Activity Log

Auto-log Events

Start Collecting Data Points

The true value of any CRM is the quality of its data. Entrepreneurs need quick and reliable access to an activity history for each and every contact, and what's more it needs to be as complete as possible. Auto-logging helps by keeping track of key events.

SET AND FORGET

You can (optionally) select which events you want ZBS to automatically log

BUSINESS HAPPENS

Leads are added, quotes accepted, invoices sent. ZBS can Auto-log it all for you

ACTIVITY LOG

Like a map of your interactions, you can see contact history at-a-glance

Auto-log Key Customer Events

Build up an intelligent overview of each Contact, Automatically

Entrepreneurs have to walk a fine line between being efficient with their time, and being decent to customers. Zero BS helps by automatically logging key events, and then displaying them in a meaningful activity history.

View a Contacts History through their activity log - automatically updated in large

Get Automated Support

Automatically log a number of different events with Zero BS CRM.

Contact Creation
Contact Status Change
Company Creation
Quote Creation
Invoice Creation
Transaction Creation
Event Creation
Client Portal User Creation
Automatically log when a contact's details change
Activity Logs are shown in the contact activity history, and on the contact record

Easy to read History

So you sent the client a proposal two weeks ago, they accepted, but haven't paid the deposit yet? Easy to see in our Activity History.

Activity History per Contact/Company
At-a-glance view on Contact View
Supports Automatic Logs and Custom Logs

This saves you having to dig through the records to work out when each event happened in relation to this contact or company. For further automation, we also have our Automations Extension.

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entreprenuer

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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