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Description
Salesforce customers have smarter optimization options with 100% Native and 100% Lightning managed packages that are easy to implement and use right out of the box. We connect with our customers to make intelligent software & process decisions that optimize revenue growth. Open communication builds strong relationships. This is where we start and continue to build. You can connect to existing solutions using a pre-built connector. Simply add your login credentials, and you're connected. With a single click, you can pro-rate and co-terms. You can also collaborate with your team to sell future renewals. Pricing and profitability, excellent user experience, quick, accurate, and simple. Salesforce allows you to accept payment from any location in the world.
Description
Zoey is a B2B ecommerce and wholesale ordering platform purpose-built for distributors and manufacturers. Buyers get a fully branded self-service portal with account-specific catalogs, customer-level pricing, reorder from history, and invoice management. No phone calls, no emails, no manual processing required on your end.
The portal is built and managed with a no-code drag-and-drop editor. No developers or agency partners needed. Your team controls the buyer experience, catalog visibility, pricing rules, and account access without writing a line of code.
Inside sales teams and customer service reps handle quotes, approvals, and order entry from a web dashboard without switching tools. When customers call or email, orders are created in seconds on their behalf. Field reps, delivery drivers, and trade show teams write orders from a native mobile app that works without internet and syncs automatically when back online. The app supports barcode scanning, quick order entry, and AI ingestion that converts PDFs and photos into order drafts without manual re-entry.
Built-in CRM, order management, quoting, and invoicing replace third-party tools. Native integrations include NetSuite, QuickBooks Online, and ShipStation. A data mapper connects to any ERP or back-office system without custom development. A full REST API is available for additional integrations.
Onboarding is instructor-led. Businesses go live without hiring developers or agency partners. Distributors use Zoey to cut manual order entry, scale without adding headcount, and sync to existing back-office systems without disrupting current operations.
API Access
Has API
API Access
Has API
Integrations
Authorize.Net
Avalara
QuickBooks Online
Salesforce
Cybersource
Descartes Sellercloud
Google Ads
Katana
Klaviyo
Microsoft Dynamics 365
Integrations
Authorize.Net
Avalara
QuickBooks Online
Salesforce
Cybersource
Descartes Sellercloud
Google Ads
Katana
Klaviyo
Microsoft Dynamics 365
Pricing Details
$35 per month
Free Trial
Free Version
Pricing Details
$600/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SAASTEPS
Founded
2017
Country
United States
Website
www.saasteps.com
Vendor Details
Company Name
Zoey
Founded
2014
Country
United States
Website
www.zoey.com/
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
eCommerce
CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics
Product Features
Headless eCommerce
API
Content Management
Conversion Tracking
Customer Touchpoints
Integrated Development Environment (IDE)
Inventory Optimization
Web/Mobile App Development
Order Fulfillment
Choose Shipping Service
Global Shipping
Inventory Management
Multi-Channel Support
Order Management
Production Logistics
Recycling
Returns Management
Supply Chain Management
eCommerce Integration
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
