The whole relationship, on one profile.
Every customer's orders, invoices, returns, balance, and notes live together. Trading names, B2B price lists, and credit terms are all supported.
- Order history, invoices, returns, and balances per account
- B2B price lists and per-customer credit terms
- Multiple trading names off one operation
- Notes and a full contact log on every account
Call, log, and resolve — without leaving Zobook.
Click-to-call customers and suppliers, with calls logged automatically against their record. Track support tickets, RMAs, and supplier disputes as cases, assigned and prioritised.
- Built-in VOIP with click-to-call and inbound routing
- Calls logged automatically to the customer record
- Case management for support, RMAs, and disputes
- Cases linked to the order or customer they relate to
Everything in the customers module
Customers & CRM
Profiles, order history, returns, balances, and credit terms, with notes and a contact log.
Trading names
Run multiple brands or trading names off one operation, each with its own branding and invoices.
Built-in VOIP
Click-to-call, inbound routing, and call logging against customer and supplier records.
Case management
Support tickets, RMAs, and supplier disputes tracked as assigned, prioritised cases.
Returns
Customer returns tied to their profile, with refund or replacement workflows.
Contact log
A full history of calls, cases, and notes so anyone can pick up where a colleague left off.
Sell and support from one screen
Book a demo to see CRM, telephony, and case management working together.
Book a demo