Zulu's affordable pricing plans

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CRM: Client relationship manager

The CRM module allows you to easily create and manage a list of contacts. This can include potential business leads, active prospects as well as clients.

Zulu CRM allows you to create notes against each contact and have a centralised repository of all their information. If you use other Zulu modules, these also tie back automatically into the CRM.

• Contacts database
• Note taking
• Custom fields
• Capture multiple contact methods
• Integrates with Xero

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Invoicing

Invoicing is a critical component of a business as it helps drive cashflow and get money flowing into your account. Zulu's invoicing tool has been developed over 8 years and transacted tens of millions of dollars worth of business. Tailored to be easy-to-use, fast and flexible for any business type, Zulu's invoicing tool is a great addition to new and established businesses.

The invoicing module ties in with a multitude of other Zulu modules. Making it easy for billing inventory for example.

• Create and share invoices via email, PDF with ease
• View and share statements with customers
• Custom brand your invoices and include relevant payment options
• Automated overdue follow-up email features
• Flexible tax and surcharge functionality available

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Digital Forms

Take your paper forms and convert them into simple, digital forms that people can fill-in online. Zulu's powerful forms module allows you to easily and securely capture information with ease from customers and staff.

Organising forms is a breeze with automatic archiving of form submissions, as well as giving easy ability to export forms into PDF and CSV format.

• Flexible forms - field options spanning text input, date, file upload, e-signature and more...
• Instant email notification functions for forms submitted
• Share forms using share link or via email directly from Zulu
• Export easily to CSV and PDF format

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Point of Sale

Easy-to-use point of sale for retail businesses be it selling consumer goods or running a small coffee shop. Zulu's point of sale system has been built and refined with the support of small business operators to ensure its easy to quickly process customer orders and ensure the order is captured and charged to the customer effectively.

• Touch-screen customisable interface for key products
• Easy search & find for adding other products from your inventory list
• Detailed reporting to assist in tracking your operations and sales performance
• Cash till management with change calculator
• Ability to supply Receipt Printer & Cash Drawer
• Works with barcode scanners and barcode printers
• We can supply hardware packages to get you started

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File Storage

Zulu's File Storage module streamlines file management, offering a hassle-free solution for your storage needs.

• Effortless Sharing: Share files seamlessly with direct links, time-restricted access, and optional password protection.
• Organized Files & Folders: Navigate your digital workspace effortlessly with a user-friendly folder and file system.
• Granular Permissions: Control file access with ease, ensuring the right people have access to relevant data.
• Security & Management: Enjoy safe and secure data storage on our servers, with the flexibility to delete, update, or move files at any time.
• Integration Capabilities: Connect files to your projects, quotes, and contacts for enhanced productivity.
• Generous Data Allocation: All plans come with a minimum of 1GB of storage space.

With Zulu's File Storage module, you'll experience efficient and secure file management within a unified platform, eliminating the need for disjointed systems.

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Job Management with Time Tracking

Tracking and billing time is crucial in any service business that bills by the minute. Zulu has a comprehensive, tried and tested job management system that allows you to capture time on big ongoing projects as well as small nuonce one-off jobs.

Projects can be easily delegated to staff members where time can be tracked and signed off. Time tracked can easily be billed in just a few clicks, with the ability to create an invoice for work-to-date or the complete project.

• Ability to create and track notes against projects
• Ability to set custom charge-out rates for billing
• Jobs can have an allocated budget / timeframe, or be billed ad-hoc
• Staff can have jobs and tasks within jobs delegated to them to complete
• Staff timer feature lets your team run timers on jobs for accurate time tracking
• Links with Zulu's invoicing system and allows for easy one-click export of job invoices to the likes of Xero
• Reporting features to identify productivity from staff as well as active financial summaries for each job

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Booking Scheduler

Managing customer bookings and the hiring of certain assets can be a tricky juggling act. Zulu has a comprehensive scheduling system to allow businesses such as Massage Therapists, Counselors and Consultants to collect bookings and even payments via their website, as well as accommodate companies hiring out assets (tools, machinery, equipment etc) the ability to have customers book and pay online.

Bookings can be done by 'service' or by 'asset' depending on your business model, with the added ability for you to configure each items specific availability and its appropriate pricing.

• Interactive calendar system to view and manage bookings 
• Simple online booking interface, easily connects to your website
• Accept payment online up-front for bookings, or a small deposit
• Connects to other Calendars via ICS feed (keep using your existing calendar)
• Automated follow-up reminders via email and SMS* (* additional SMS fees apply)
• Detailed customer notes section for follow-up and meeting summaries

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Event Ticketing

Running an event is no doubt a major undertaking. Managing all the people and resources required takes a lot of time and patience. Zulu's Event Ticketing system is crafted to help event managers sell tickets and manage participant information. Whether you have a small training session occurring every few weeks or are organising a full music festival. 

• Redemption system for checking in ticket purchases at point of entry
• Set event dates, ticket numbers and pricing levels
• Ticket purchasers can print confirmation of booking
• Reporting for tracking event profitability, attendance and more
• Ties in with Zulu invoicing and payment system for easy payment tracking and receipting
• Custom fields and forms for health and safety

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Website Builder

With over a thousand websites using Zulu's Website CMS system, you can be confident of a professional result that your customers will love browsing.

Whether you're marketing services or selling products direct to consumer, Zulu can deliver an easy to use and effective website management solution. All under a single Zulu login.

• Selling online? Links directly with Zulu's product database and stock management tool
• Drag and drop web page builder allowing you to create beautiful webpages quickly
• Easily manage menu layouts
• Custom modules including: Photo Gallery, Testimonials, FAQ's & more

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Timesheets

Managing a large payroll can often be difficult without the seamless automated procedures that allow staff to directly track their staff from the moment they clock-in. Zulu delivers this solution with ease. Staff can easily clock-in and out both in the office and on the job, allowing easy capturing of hours - ready to pass onto your payroll provider.

Zulu has additional functionality to allow for the capture of timesheets on a tablet device at the point of entry, and can even capture the geo-location of the clock-in.

• Fully digital, even your staff can fill-in timesheets online
• Realtime reporting from Zulu’s dashboard
• Manage your staffs information easily
• Automate your timesheets direct to your payroll provider
• Manage staff availability & scheduled roster
• Capture geo-location of the users sign in
• Ability to take a photo of the person clocking-in to validate their attendance
• Export information with ease

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Learning Library

Zulu understands the importance of training a growing team to ensure consistent quality, safety, efficiency and output is maintained. Zulu's simple learning library function allows you to create courses that contain individual lessons that you can give your team access to.

• Ability to enroll and track progress
• Ability to load lessons with mixed content including text and video information
• Delay functionality to prevent user from bypassing learning video material

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Product Database

Zulu's Product Database module empowers your business with the latest technology, making product management a breeze. Easily log your stock list with as much or as little information as you prefer, from SKUs and images to volume and weight.

• Improved Accuracy: Utilise Zulu's various modules to automate and ensure precision in your operations.
• Reduced Administration: One integrated system, working seamlessly with other Zulu features, saves your staff valuable admin time.
• Effortless Import & Export: Easily import products in seconds and export them with ease.
• Comprehensive Product Management: Upload product photos and relevant files, create variants using attributes (size, colour, type), and include thorough descriptions and information.
• Efficient Categorisation: Categorise your products effortlessly and manage stock levels with ease.
• Stock Tracking Optional: If you also use Zulu's inventory management module, you can benefit from integrated stock tracking

With Zulu's Product Database module, you'll simplify product management, enhance accuracy, and optimise your business operations.

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Visitor Management

Visitor management allows visitors to sign in and optionally sign out when they visit locations you list in your Zulu account. (office, factory, warehousing, sites etc...)

This allows you to keep exact track of who has visited the location and collect suitable contact information including their name, company and contact details.

• Records date, time, location
• Simple reporting and exporting features
• Ability to allow visitors to sign in on their own device, or via (for example) a desk mounted tablet
• Ability to print QR sign-in posters for each location
• Ability to have preconditions for entry

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Product Batching

When dealing with perishable stock its key you can easily track and batch products to ensure oldest stock is moved first to prevent wastage. Zulu has a simplified batch management system built in to allow you to easily manage this important process in your business.

• List manufacture and expiry dates
• Track stock levels independently in each batch including expiry dates
• Ability to split / breakdown batch into sub-batches
• Ability to receive new stock into batch or allocate from existing
• Stock counting and wastage functions
• Track movement of stock in and out of batch
  

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Inventory Management

Manage procurement and distribution of stock with Zulu's comprehensive inventory management system. As a starting point, our Inventory management module allows basic stock figure tracking giving you full clarity on what stock is on hand, on order and allocated to sales orders. Further from here, you have access to the full quoting, ordering and procurement of stock to your customer base.

Functionality includes the ability to create purchase orders to suppliers, receipt in stock as well as manage stock-takes and subsequent distribution of stock via shipments to customers.

Developed over several years and with hundreds of thousands of individual stock units moved, this system is aimed to be simple and no nonsense. Great for businesses wanting for clarity on their inventory without a barrage of complicated features that are rarely required.

• Full sales ordering system with invoicing and shipping management
• Allocation of stock available for sales orders
• Comprehensive stock tracking by product with the ability to manage stock in multiple locations
• Live reporting for stock levels including ability to track value of stock
• Stock breakdown feature for material / bulk stock allowing sale by cubic metre, trailer load and/or bag
• Centralised management of ordering by each customer
• Available B2B wholesale portal for customers to purchase through and create sales orders* (Additional fees apply)
• Integrates directly with Xero for seamless flow through to your accounting system

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KPI's & Goals

Key Performance Indicators and Goals are key for any business wanting to have a direction for the future. Goals set the pathway and KPI's ensure all the micro actions are occuring and contributing to the overall goal.

Zulu's KPI & Goal module allows you to create both independent Goals and KPI's. Whether you wish to set overall revenue targets or salesperson cold-call targets.

• Ability to set targets for each period in your KPI
• Ability to report on variation between actual and targets
• Simple coloured visual indicators to show performance at a glance
• Set permissions to allow certain users to input data and others to read only

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Asset Management

Keep track of your business assets - from cars to computers. Zulu's simple asset management tool allows you to log all key assets within your business and keep specific information against them from compliance documents, maintenance information and operating procedures. It also allows you to keep track of the book value and depreciation.

• Track dates acquired and disposal
• Attach files and track notes
• Create reminders and alerts - great for inspections

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Visual Pipeline (KANBAN)

Create visual KANBAN style pipeline / workflow where you can track projects / job cards and lead sales funnels with ease. Ability to log notes and updates against all items within your KANBAN so its transparent as to

• Ability to drag & drop items between each board
• Ability to create custom blank pipeline, or import from existing dataset like Jobs, Contacts & more
• Manage permissions and who can see which pipeline
• Colour code each stage
• Track history of each item on the board