For growing businesses. Everything in Starter plus premium features.
For companies in need of a custom plan structure. If you need custom features this plan is for you.
General | |
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File Storage File storage depends on the number of agents you have in your workspace for each agent you get an additional 10GB. | 10GB * no. of agents |
History Do not worry about losing data, your communication and files have unlimited history. | unlimited |
Selling Services | |
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Clients | unlimited |
Client Requests | unlimited |
Predefined Services | unlimited |
Productized Services | |
Custom Services | |
Recurring Services | coming soon |
Add-ons Diversify your offer with add-ons. That way you can upsell additional services or increase the average order value. | |
Quantifiable Service items can be quantified. Set the base number as well as the minimum and maximum values. |
Collecting Orders | |
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Public Service Catalog | |
Order Forms | |
Form Input Fields | unlimited |
Form Input Fields Types | Text, Single-Select, Multi-Select, URL |
Attachments | |
Restricted Access Restrict who can submit Requests. | |
Follow-up Message Automatically send a predefined message after a request has been created. |
Payments | |
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Bank Transfers | unlimited |
Stripe Payments | unlimited |
Multi-currency Support | |
Multiple Payment Requests In Chat | |
Automated Payment RequestsAuto-send payment requests when a quote is accepted or a productized service is ordered. | Premium (5 free uses a month) |
Quotes & Invoices | |
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Issue Quotes | unlimited |
Autogenerated Quotes | |
Quote Approvals | |
Issue Invoices | unlimited |
Automatically Generate and Send Invoices | Premium |
Quote Drafts Save Quotes as drafts for feature use. | |
Payment Due Date | |
Quote States Quote documents support states like: new, awaiting approval, awaiting payment, paid, done or canceled. | |
Tax Support | |
Documents Custom Naming Scheme Decide how your Quotes and Invoices should be labeled (prefixes, suffixes, date formatting) | |
Also available as PDFs | |
Document NotificationsYour clients will receive notifications about new documents and get emails with PDF versions of Quotes and Invoices. | |
Branded Documents |
Work Management | |
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Views | unlimited |
View Manager Save your favourite views with search & filtering for later use. | |
Filtering & Sorting | |
Search | |
Workflows | unlimited |
Custom Statuses | unlimited |
Status Triggers & Automations | |
Custom Fields | |
Assign Multiple Agents | |
Roles & Permissions | Watcher, Agent, Manager, Admin, Owner |
Watchers Watchers are free. They can view assigned requests, but cannot interact with them. | unlimited |
Impersonate |
Communication & Collaboration | |
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Messages | unlimited |
Notes Notes are internal messages, they cannot be seen by your customers. A great way to communicate internally. | unlimited |
Attachements | unlimited |
Message Delivery Status | |
Mentions | |
Edit / Delete Messages | |
Mark Requests as Unread | |
Emoji Support |
Make It Your Own | |
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Branded Workspace | |
Logo Upload | |
Accent Color Customization | |
Custom DomainConnect a custom domain to get rid of the getzendo.io suffix in the URL. | Premium |
Customize Zenbot | Premium |
Remove "Powered by Zendo" Badge | Premium |
Custom Email Footer | |
Custom Help CenterCustomize the help center URL to ensure a more branded experience for your clients . | |
Custom Terms of ServiceSet your own ToS link shown to your customers upon sign up. | |
Customize Sign Up & Log In PagesUpload a custom image to be shown on the side of your sign up and log in pages to align your workspace with your brand. |
Notifications | |
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In-App | |
Web Browser | |
Notification Management |
Workspace Settings | |
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Language selection | English, French, Italian, Spanish, Polish |
Date & Time Format | |
Currency Format | |
Timezone selection |
Have more questions? Contact our support here.
Create your own account at app.getzendo.io to start a free account (no credit card info required). Provide basic information about the workspace, username, set your password, and let us do the heavy lifting.
Yes. Your data is stored encrypted at-store and in-transit on a separate database. Encryption uses an algorithm suite with AES-GCM with an HMAC-based extract-and-expand key derivation function (HKDF), signing, and a 256-bit encryption key.
No. A credit card is not required to create a free account. We will ask you for credit card information only if you decide to upgrade to a higher subscription plan.
You can request a refund within 14 days of the purchase. Please contact us via contact@getzendo.io.
Yes. When you upgrade the plan, we will charge you only the difference between the plans for the remaining billing cycle.
Currently, we accept only credit card payments via Stripe.
As a user on the Starter plan, you’ll receive 5 premium tokens each month, which can be used exclusively for the “Automated Payment Requests” function.
The use of a premium token is only deducted when the end customer completes the payment, not when the payment request is sent.
This ensures that you’re only charged for the service when it’s successfully used, allowing you to make the most of your premium token allocation.
To learn more on premium tokens, read this article.