Optimised Workflow: Quickly access segments and groups of Contacts, Transactions, Invoices and More!
As Entrepreneurs effectivity counts. It's great to be efficient, but match efficiency with effectivity and you get efficacy - the art of achieving desired results. This is our central principal at Zero BS CRM. We aim to make you more effective and efficient. Quick Filters is one great example of this principal in action.
We've done the math. Each of us spends a large proportion of our CRM time in the list-view for Contacts, Transactions, Invoices etc. It follows then that we need an optimised workflow surrounding how we deliver these lists of objects. Zero BS CRM does a lot of work behind-the-scenes to make your CRM (and Quick-filters) quick and easy to use.
Currently, there are only a few little settings for Quick-filters, because we've optimised them so much they're pretty much set and forget!
No fussing about doing advanced searches or working out which contacts have a tag. ZBS Quick Filters offer you optimised work flows out-of-the-box. ZBS Quick-Filters work with all of our List views:
With one click from the Contacts list you can jump to any number of sub-groups of contacts - tailored to your company or team's workflow.
Simply click the edit icon next to Filters and then you can drag and drop which filters you want from the available quick filters list.
As you can see in this example, we have a number of different quick filters available in this ZBS Install - each of these could be dragged/dropped into the 'Current Quick Filters' area and used with ease.
Zero BS CRM Quickfilters are just one example of simplification of workflow which are core to our principle-based approach. No-nonsense CRM tools for real entrepreneurs who value their time and data-security. Grab a bundle to get onboard:
Note: This pricing is pre v3.0 launch.
v3.0 Launches next month and after that these prices will go up.
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.