B2B Mode

Manage Contacts at Companies to Secure More Sales Contracts

B2B Mode

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

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

Entrepreneur

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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