Automate Business Intelligence
Set goals to
track performance
Integrate with other platforms to streamline processes and eliminate duplicate entries
Forecast
compensation
Forecast compensation and validate commission revenue
Create custom
business reports
Set custom commission structures for individual teams, agents and companies
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.
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.
Accurate commissions
Use our sliding scale commission structures to create and manage complex commission plans. Include tax and expense budgeting to forecast your net profit accurately.
KPI Dashboards
Understand your business's 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.
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.
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.
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.
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.
Using Zipi allows me to spend less time on reporting and more time improving my business.
Randy Plaice
Randy Plaice & Associates
I no longer have to worry about breaking my spreadsheet by adding another row or customizing a transaction. It's hard to go wrong using Zipi.
Lisa Archer
Live Love Homes
See Zipi in Action
Schedule a demo to see how Zipi can help your team spend less time on administration, and more time adding value to your clients. Seamlessly create custom business reports, set commission structures for teams and etc