System 360

Maintain good relationships with your customers

zistemo helps you maintain relationships with your customers:

• You can see the lifetime value of each customer with an overview of past projects completed for them and the revenue generated.
• You can let your customers log into zistemo to receive their bills and message you.
• Save time and energy in administration by organizing your customers with zistemo. Time you can invest in productive work.

Smart team management

zistemo offers role-based access control. This makes it easy for you to manage your team. Even when you're on the road, of course. Wherever you are, you can

• add team members or contractors to your team,
• monitor their progress on projects, and
• view detailed capacity reports within seconds.

Managing teams and departments

Easily manage teams and departments:

• Allow supervisors to approve vacations and other absences.
• Deliver reports from teams and departments.
• Assign customized working time templates to different departments.

Creating bids and offers made easy

It's never been easier

• to make and send offers and bids,
• convert cost estimates into projects or invoices with just one click,
• attach notes to show any changes from the original offer,
• add individual sections and terms of payment to the documents, or
• create documents in any layout of your choosing and with your corporate design.

Online billing

Take advantage of online billing to

• easily create invoices in different languages and different currencies,
• keep an eye on the conversations with your customers about past projects and payments,
• send automatic payment reminders, and
• save time paying recurring bills.

Documents 100% in your corporate design

zistemo offers you a unique editor for creating invoices and offers. Easily put everything in your corporate design. And all in one tool.

Super easy to customize, no design skills needed.

Enjoy 100% freedom of design.

Change layouts simply by dragging and dropping.

Build professional layouts to preserve your brand identity.

Apply services to retainers/pre-paid services

If your client has paid a retainer or otherwise prepaid for your services, this functions like a payment method in zistemo: a feature that hardly any other software offers. The main advantages of using retainers/prepaid services are:

• The retainer is kept on account for the client and do not count as revenue until you apply services to that account.
• You are free to choose the method of billing: you can choose between billing per person, per task, etc., because the retainer is treated like any other billing method.
• You can create bills frequently so the retainer isn't tied up for too long.

Get paid faster thanks to zistemo

Every entrepreneur knows that it's not just the bottom line, but cash flow that keep your business going. zistemo helps you optimize your company's cash flow:

• Define when you want late payment reminders to be sent.
• Keep an eye on everything: fully paid, partially paid, and outstanding invoices.

Requests for bids and orders

Send one-time requests for bids to multiple merchants, review them, and choose the best ones.

With just a few clicks, you can create an order from your approved request.

zistemo offers an elegant procurement system instead of doing your buying haphazardly.

Orders and receipts

If you mark an order as "delivered," the receipt process will start automatically.

You can print out receipts at any time based on the delivery date.

With zistemo, there are no more unchecked deliveries.

Manage your operating costs professionally

zistemo makes your bookkeeping so much easier. You

• will have well-categorized records at all times because you easily match each item to the tax categories common in your country;
• archive your receipts throughout the year ready to plug into your tax returns;
• get cost reports at the click of a button.
• With zistemo you can manage your bookkeeping without a headache, because you will be working with the best app for managing your costs.

Expense categories

zistemo includes a standard list of expense categories.

In addition, you can add expense categories and subcategories.

You can also change the numbers of all categories to match your accountant's numbering system.

Linked to project time recording

zistemo is the all-in-one tool for all your operational processes.

With one click, you can switch from business process management to project time recording and back.

And, of course, all project-relevant invoices for the accountant can be stored and managed here.

Linked to attendance management

Payroll can also be managed and processed in zistemo.

The data is taken from zistemo's attendance management module.

Banking

zistemo lets you connect your bank accounts in two possible ways:

Either through the bank feed: link your bank statement with zistemo and import all your transactions with a single click

or via a CSV file: even without the intelligent CSV file analyzer, you can easily import your bank statements as a CSV file into zistemo.

Create transactions from expenses

Assign transactions directly from the data of your imported bank data

Either assign a transaction to an existing expense or create a new expense from the bank transaction.

Smart business reports

Fuel your business success with smart and detailed reports.

It has never been easier to report profit and loss, expenses, and time tracking.

Thanks to zistemo's reporting software, you can immediately see how much you are spending and where you can save money.

Direct cooperation with your accountants

Give your accountants access to zistemo.

This way they can see and organize all your invoices and expenses directly in the system.

Allowing them to export all data relevant to their work as a CSV file or even in DATEV format will save them a lot of work and reduce their charges.