zistemo for Agencies

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Keep things flowing smoothly with zistemo

Sure, there are other agency software programs out there. Most at hefty prices. That's already different with zistemo.

Above all, you can also use zistemo to manage your team's time sheets. And record, monitor, and manage each project from the bid to the final invoice, from request for bids to receiving the delivery.

Easy and efficient. All over the world, from any device.


How your agency benefits from zistemo

Attendance Time

Record hours worked

zistemo can handle all sorts of working time models. Manage individual work time accounts and analyze hours worked versus hours budgeted for each project.

Approve time sheets

Write quotes and offers using flexible templates. zistemo supports multilingual offers in all currencies.

Create quotes online and convert quotes into invoices with a single click. Then you can add custom details and units and define individual payment terms.

Manage absenteeism and vacations

Set up and manage time off for your team with a simple and effective approvals process.

Team management made easy

With zistemo, you always have an eye on everyone's hours, tasks, and costs. Personnel management really can be this easy.

Project time tracking

Monitor budgets

Project dashboards and reports help you to keep track of your projects.

Pay your team

There's no simpler way to settle your project invoices than with zistemo. And you have many different formats and levels of detail to choose from.

Project templates facilitate the creation of new projects

You no longer need to start each project from scratch in zistemo. Simply use an existing project as a template and adjust only the calculations and other key data.

Billing projects

You are flexible in your projects and billing methods and zistemo is just as flexible. Bill the way you and your customers want:

  • by hours by each team member
  • by hours spent on each task
  • by hours spent on the project as a whole
  • by the project
  • by a flat rate per task

Analyze and evaluate projects

With zistemo you always have an overview of how your business is currently doing. Create project reports and analyze target and actual values and KPIs in real time. Fast, clear, and intelligent.

Project budgeting

Budget your projects to best suit your business and project:

  • by hours by each team member
  • by hours spent on each task
  • by hours spent on the project as a whole
  • by overall project costs

Monitor projects

Wherever you are, you have access to all the data and performance metrics for your business.

You always know who, when, where, what, and can take immediate action as necessary.

Bill project-specific expenses

zistemo makes managing project-specific expenses quite simple: record expenses such as materials, goods, or travel, assign them to a project, and then bill them later.

Record project times

Record project times with the time tracker or manually. And avoid mistakes because the tracked times are automatically linked to fee and project billing.

Easily assign tasks to employees

Add team members to a project and budget their hours and expenses.

System 360

Writing bids/offers

Write quotes and offers using flexible templates. zistemo supports multilingual offers in all currencies.

Create quotes online and convert quotes into invoices with a single click. Then you can add custom details and units and define individual payment terms.

Balance bank statements in zistemo

Compare expenses and incoming payments entered in zistemo with BankFeed (FinApp) or CSV import of your bank statements. Just to be sure your books are correct, while saving time with good, clean books.

Reports

Use the huge treasure trove of data effectively for real-time business reports. Find all relevant business data uncomplicated and clearly presented. Fast. Simple. Secure. The way to increase your productivity.

Ordering: tracking purchases

zistemo gives you an easy-to-use purchasing system: calculate and send inquiries. Create orders, approve them, and send them off. Easy to check when received.

Prepare your books for accounting

Give your accountant directly access to your invoices and receipts in zistemo. Export your data in DATEV format or as a CSV file. Make bookkeeping as stress-free as possible.

Dashboard

Simple lists of working hours or invoices? Not with zistemo. The dashboard always gives you the big picture, too.

Document archive

You can also find your documents quickly by project in zistemo: simply upload them to the project archive and know that they are safely stored there.

Record expenses

Record your operating expenses paperlessly and send them to zistemo via mobile app, imported bank transactions, or as a PDF.

Be notified when invoices have been opened

Never again will you hear someone claim they didn't get your bill. You will see immediately when the recipient has seen and opened your PDF invoice.

A system that grows with your business

zistemo grows together with your company. As you expand, it's easy to add new users.

Open system

Your business, your data You don't need to worry about your data being "held prisoner" by zistemo. Our system is open: you can export your data whenever you need it.

Integrated online payments

Modern business, modern payment methods. However, "modern" is not yet a criterion for good business. But "liquidity" is. And you often get paid much faster if you accept payments via PayPal and credit card.

In addition, zistemo instantly tells you when payments are overdue and can respond with a payment reminder.

Issue invoices

Create your invoices in any format and design. Of course, zistemo stores all your invoices so that they are always available.

24/7 friendly and competent support

If things are stuck somewhere, we are here for you. In a good mood, 7 days a week, 24 hours a day.

Apply services to retainers/prepayments

This function is not available in any other similar software. Retainers and prepaying for services are an important tool for companies to ensure ongoing liquidity as they take on clients. It is now quite common in many industries to require retainers for services to be provided at a later date. zistemo keeps these in a separate account and applies services to it as you perform them.

180 currencies

The world is getting smaller and many companies are internationally active. zistemo is ready: pay and get paid in all 180 currencies, fast, secure, online.

Recurring bills

Automate recurring invoices instead of copying. This saves work and avoids mistakes. Automate almost everything with zistemo: just quickly add the current hours and expenses and zistemo will handle the rest.