CONTACTS AND COMPANIES

If you're selling to medium to large organisations you'll need to manage leads (contacts) at companies (or organisations). ZBS has you covered. We've got a simple 1 check setting to enable 'B2B Mode' which lets you do just that.

CONTACTS

You connect with people, you can manage each contact in Zero BS CRM

COMPANIES

Contacts can be assigned to Companies

TRACK REVENUES

Invoices and Transactions can be assigned to contacts or companies

Easy to Edit & Manage

Easily add, edit, or allocate companies

Our intuitive UI lets you easily add, edit, delete, or merge contacts, optionally assigning them to a parent company. It's even easier to manage companies!

View a Company in B2B mode in Zero BS CRM (WordPress)
Enabled B2B Mode in ZBS CRM settings

Enable B2B Mode in Settings

Enabling B2B Mode is easy, just check the box in the ZBS CRM Settings.

You can also optionally choose to call companies "organisations" (useful for non-profit stakeholders).

Optional B2B Mode
Turn on/off at any point via Settings
Supports Companies or Organisations

Assign Contacts Easily

B2B Sales require up-to-date contact information, you're still selling to people, after all. It's super quick to assign a contact to a company, simply start to type the company name in the contact edit screen metabox.

Easily Assign Contact to Company
Supports many thousands Companies+
Assign contacts to companies for managing b2b sales

Get More out of B2B Mode:

B2B Mode is built into the main CRM Core, but to get the most leverage on your CRM setup we recommend a bundle from the below options. These CRM bundles give you a chunk more functionality which super-charges your sales activities.

Note: This pricing is pre v3.0 launch.
v3.0 Launches next month and after that these prices will go up.

Freelancer

$129 $259

per year

  • Access to 4 Extensions
    (Inv Pro, Gravity Forms, PayPal Sync, Woo Sync)
  • Basic Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates

Best Seller

Entrepreneur

$199 $499

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates
Reseller

$649 $1,299

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • 10 Site License & Rebranding Platform
  • Access to Slack Community
  • 12 Months Support & Updates

Limited Offer Pricing

Lock in your price - Purchase a bundle at this reduced price, and we'll never put your yearly renewal up.

*Prices listed are in USD. All licenses are auto-renewed after one calendar year for continued software updates and support access. All purchases are subject to our terms and condition of use.

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