ZIMOONE CRM

ZIMOONE

About this app

ZIMOONE CRM is a management tool designed for sales representatives and commission agents who manage clients in bars, cafes, and restaurants. It helps you maintain your client portfolio, organize tasks, and track sales from a single platform.

Manage Clients and Business Relationships

• View and update key client information.

• Organize contacts, addresses, authorizations, and reminders.

• Record opportunities, follow-ups, terms of sale, offers, and equipment.

• Mark clients as favorites and use search and filters to find them quickly.

Plan Your Activity

• Review tasks for today, this week, this month, and past due.

• View due dates, reminders, and follow-ups on the calendar.

• Access activity summaries and receive notifications related to your tasks and reminders.

Share Information with Other Users

• Share clients using their ZIMOONE ID.

• Choose the information you want to include in each request.

• Accept or reject requests and check for duplicates before importing data.

Access via the app and web

• Sign in with your email, Google, or Apple ID.

• Keep clients, tasks, and calendar synced between the app and web version.

• View your active plan, subscription status, access date, and client capacity in read-only mode.

• Review your account security, manage your sessions, and access the account deletion process.

If your account enters view-only mode, you can still see the available information, but actions such as creating, editing, deleting, and sharing will be limited until your access is restored.

ZIMOONE is designed for a professional environment and is ad-free. Some device features, such as notifications and location sharing, are optional and require your permission where applicable.