What is Zulu?
Zulu is positioned as an all-in-one business management system that aims to streamline operations and enhance efficiency for small to medium-sized businesses. It offers a wide range of modules to manage various aspects of business operations, including inventory management, customer relationship management (CRM), point of sale, invoicing, time tracking, online forms, quoting, visitor management, file storage, website building, key performance indicator (KPI) and goal management, and booking and event schedule management. According to the vendor, Zulu is suitable for a variety of professions and industries, including retailers, tradespeople, professionals, distribution and retail businesses, service-based businesses, trades and construction, hospitality, engineering and manufacturing, B2B and B2C retail, healthcare, and fitness.
Key Features
Inventory Management: According to the vendor, Zulu allows businesses to efficiently manage stock levels, allocate and fulfill orders, and track inventory in real-time for accurate stock reporting. It also enables users to create purchase orders and seamlessly link inventory management with other modules like invoicing and quoting.
CRM for Contacts: The CRM module in Zulu is designed to help businesses manage customer information and sales opportunities. Users can keep track of customer interactions and communication history, segment contacts into custom groups for targeted marketing campaigns, and integrate the CRM with other modules for a seamless customer management experience, according to the vendor.
Retail Point of Sale: Zulu's retail point of sale feature aims to enable businesses to process sales transactions quickly and efficiently. Users can generate receipts, connect to cash drawers for a complete point of sale system, create touch screens for popular products, and access transparent reporting on sales performance and best-selling items, states the vendor.
Powerful Sales System: According to the vendor, Zulu's sales system streamlines the entire sales process from lead to final invoice. Users can create quotes, sales orders, and invoices in one system, automate sales workflows and follow-up reminders, and integrate with accounting software like Xero for seamless financial management.
Paperless Forms: Zulu offers a paperless forms feature that allows businesses to create, share, and fill forms online. Users can customize forms with various field options like text inputs, e-signatures, and file uploads, collect data in real-time, and eliminate the need for paper forms, according to the vendor. The system also automates form archiving and allows for easy export of form data for analysis.
Job Management: Zulu's job management module aims to help businesses track job costs and labor with one-click invoicing. Users can manage materials and allocate them to specific jobs, generate quotes and sales orders for jobs, and track job progress and profitability with real-time reporting, according to the vendor.
Visitor Management: According to the vendor, Zulu's visitor management feature enables businesses to efficiently track and record visitor information. Users can either print and display a QR code for visitors to scan and sign-in or manually record visitor details directly into the system. The feature allows for effortless recording, tracking of historical records, data collection by location, and easy export to Excel and other formats.
File Storage: Zulu's file storage feature aims to simplify file sharing and organization. Users can create direct links or time-restricted links for file sharing, organize files and folders in a simple and manageable way, and restrict file access to ensure data security, according to the vendor.
Website Builder: Zulu's website builder aims to enable businesses to create responsive web pages with a simple-to-use editor. Users can link Zulu's product list and sell products directly from their website. The system also provides initial template setup assistance to reflect the brand, according to the vendor.
Simplified Product Database: According to the vendor, Zulu's simplified product database feature helps increase accuracy and reduce administration in inventory management. Users can automate and guarantee accuracy in inventory management, streamline processes, and save time. The system also allows for easy bulk import and export of products.
