Dashboard by ZeeRM combines ERP and CRM capabilities
April 21, 2021 | 12:01 pm CDT

WEST PALM BEACH, Fla. – ZeeRM will demonstrate Dashboard, a full-service ERP/CRM software that manages customer engagement, enhances sales, tracks jobs and more at the Closets Expo, co-located with Wood Pro Expo Florida. The two-day exhibition takes place June 9-10 at the Palm Beach County Convention Center.
Because Dashboard is cloud-based, it can be accessed from anywhere and with any device with a web browser.
Customer engagement
According to ZeeRM, Dashboard offers “360-degree customer communication” from lead intake to sending thank you emails and future follow ups. Its customer experience suite of features includes:

  • Customizable email templates that communicate installations, service appointments, thank you letters and follow ups;
  • External scheduling that allows customers to schedule appointments directly through sales staff’s calendars without all the back-and-forth emails;
  • Lead intake screens and APIs that allow leads to flow directly into Dashboard from the company’s website or URLs provided to prospects;
  • SMS customer communication for appointment reminders and more; and
  • NPS surveys that provide instant feedback and build trust. 

Salesforce automation
Dashboard provides the sales team with a single place to track prospects, appointments, customer communications, proposals, etc. Features include: 

  • Automated to-do lists that provide alerts to action items;
  • Performance management for setting sales team goals; and
  • Track appointments and sync to client Gmail or Office365 emails.

Job tracking
End-to-end job tracking keeps all activities in one place. Features include:

  • Lead to job to installation to payment to follow-up;
  • Scheduling for design and service;
  • Task tracking;
  • Document storage;
  • Invoicing;
  • Workflow management; and
  • Special order tracking.

Dashboard offers a full suite of reports to help make data-driven business decisions. They include: 

  • Financial reporting;
  • Sales statistics;
  • Workflow management;
  • A/R reports; and
  • Installation productivity. 

Multiple integrations
Dashboard is designed to work with other software and applications, including: 

  • QuickBooks online and desktop;
  • Constant Contact;
  • ClosetPro;
  • DocuSign; and
  • WorldPay.

Learn more about Dashboard by ZeeRM at booth #107 or visit zeerm.com.

About the 2021 Closets Conference & Expo and Wood Pro Expo Florida
The Closets Conference & Expo is the annual national event for closet and home storage professionals. It is co-located with Wood Pro Expo Florida (WPE), a regional marketplace for the woodworking professionals. The events are organized by Closets & Organized Storage and FDMC magazines respectively, each part of Woodworking Network. The twin-billing event is scheduled for June 8-10, 2021, at the Palm Beach Convention Center in Palm Beach, Fla.

The Closets Expo and WPE both lead off with a separate full-day conference on June 8, followed by the two-day expo, June 9-10, featuring woodworking machinery and supplies. Additional educational programming is offered on both days of the expo. Tours of local manufacturing plants and the popular Top Shelf Design Awards networking reception are also key components of the event.

For information about exhibiting, and sponsorship opportunities, contact Laurel Didier, publisher of Closets & Home Storage. For inquiries about WPE, contact Harry Urban, publisher of Woodworking Network. 

Additional 2021 Woodworking Network events
Wood Pro Expo Lancaster, Oct.14-15, 2021, Warehouse at the Nook, Lancaster County, Pa. -- Annual woodworking trade show and conference

Executive Briefing Conference (EBC) Sept. 8-10, 2021, The Broadmoor, Colorado Springs, Colo. -- Annual forecast of economic, technology and design trends for the North American woodworking industry.

Woodworking Machinery & Supply Conference & Expo (WMS), Nov. 4-6, 2021, International Centre, MIssissauga, Ontario -- Canada's national woodworking show.

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About the author
Rich Christianson | President/Owner/C-Level

Rich Christianson is the owner of Richson Media LLC, a Chicago-based communications firm focused on the industrial woodworking sector. Rich is the former long-time editorial director and associate publisher of Woodworking Network. During his nearly 35-year career, Rich has toured more than 250 woodworking operations throughout North America, Europe and Asia and has written extensively on woodworking technology, design and supply trends. He has also directed and promoted dozens of woodworking trade shows, conferences and seminars including the Cabinets & Closets Conference & Expo and the Woodworking Machinery & Supply Conference & Expo, Canada’s largest woodworking show.