Name: Zulu
Author: Zulu

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

WebOps

Development

Business Intelligence (BI)

Collaboration

Visual Collaboration

VoIP

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

API Management

App Development

Browser

Cloud Storage

Component Content Management

Data Observability

Enterprise Architecture Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

MLOps

Network Access Control (NAC)

Network Performance Monitoring

Remote Support

Requirements Management

Security Awareness Training

Session Border Controllers

Voice Recognition

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Content Marketing

Digital Signage

Direct Mail Automation

Email Management

Email Marketing

Event Registration

Marketing Automation

Marketing Resource Management

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Business Caller ID

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Data Loss Prevention

Insider Risk Management

Security

Commercial Drone

Construction Accounting

HIPAA Compliance

Multiple Listing Service (MLS)

Smart Cities

Utilities

Vertical-Specific

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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.

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Zulu

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Zulu

Overview

What is Zulu?