Automated Business Intelligence

Track your essential business metrics and generate reports all in one place.

Business Insight Automation

Automatically collect and interpret data from multiple programs to provide meaningful insights and recommendations to business owners.

KPI Dashboards

Understand your business’ performance in seconds. Use our customizable widgets to create a truly intuitive dashboard. Segment your data on range of customizable levels including by function, team or individual agent.

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Sales Pipeline

Create and manage your entire deal pipeline on a business and agent level. Our sales pipeline helps you keep your fee earners accountable, focus on the hottest leads and diagnose sales performance improvement opportunities within your business.  Learn More 

Structured Goal Setting

Zipi’s business intelligence platform provides goal tracking for any objective, not just sales. Creating new objectives for your company, team or agent is easy, helping you keep your business goals clear and your team accountable.

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Effortless Report Generation

Creating reports with Zipi takes minutes, not hours. Design your own or choose from a variety of our premade templates. Export your reports in popular formats including excel and PDF.  Learn More 

Accurate Commissions, Every Time

Use our commission validation tool to create and manage commission structures. Build your own commission profile for simple and complex transactions, including royalties, caps and anniversary dates. Include tax and expense budgeting to forecast your net profit accurately. 

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Intelligent Business Forecasts

Control your spending and forecast your future income and expenditures effectively. Zipi allows users to forecast all revenues, projected and actual to help you maximize budget efficiency and protect profit margins. 

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Customizable User Access

Unlike conventional spreadsheets Zipi allows you grant access to multiple users at different visibility and control levels. Collaborate with team members and external partners without compromising security and data integrity.

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Integrations

Stop fighting with complicated spreadsheets and filing between applications. Our powerful integrations keep all of your data in the same place with exportable reports that are recognized by some of the largest applications in the industry.  Learn More 

“Using Zipi allows me to spend less time on reporting and more time improving my business.” 

Randy Plaice • Randy Plaice & Associates

Ready to ditch spreadsheets?