Today: ZBS CRM is on Product Hunt with our new v3.0 - Show us some love! 😻

Sell as a Team, Effortlessly

Assign contacts, manage sales as a team and grow your business.

Team

Grow your business faster in a team

As Entrepreneur's it is tempting to do everything yourself. When starting out you may have to, but once you get ready to expand Zero BS CRM has you covered.

UNLIMITED TEAM MEMBERS

You can add as many team members to your CRM as you like, no limits or increase in cost per team member.

PERMISSION MODEL

We have Zero BS CRM specific user roles and permissions which let you control what your team can do in the CRM

ASSIGNMENT OPTIONS

You can choose whether to allow for assignment of contacts to team members. This stops others editing your contact.

Assignment options...

Assignment of contacts is where you can make sure your CRM team are responsible for managing a certain contact. This then stops other users from editing the contact (adding notes, etc). The ownership assigned to any contact can be changed to other team members if the management of the contact needs changing (perhaps to a team manager)
Setup your CRM to support contact assignment and ownership
Assign contacts to a CRM member

Easy Contact Assignment

From your contact edit screen it's really easy to assign a contact to a CRM team member

Assign contact to a CRM team member
Let CRM team members re-assign contacts

Automate your Lead distribution

When used with Automations, assignment becomes much more powerful

Assign contacts based on conditions
Choose a specific contact
Distribute on a round robin basis
Assign contacts to a CRM member automatically

As Many Team Members As You Like

Zero BS CRM gives you unlimited team members. Too many cooks DON'T spoil the broth when you're selling as a team (especially when using assignment)

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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