A New Way to Manage Customer Engagements
Stay on Top of Tasks
Orchestrate tasks, from creation to completion, within an intuitive and user-friendly interface designed to enhance your productivity and streamline your workflows. Assign tasks effortlessly, set statuses, and track progress in real-time.
Remain Organized with Folders
Say goodbye to cluttered projects and welcome a structured environment where tasks find their rightful place within organized folders.
With the ability to group related tasks, you'll navigate your workload with ease, maintaining a clear overview of your progress and priorities, boosting productivity.
Why Choose Zeforis?
Centralized Task Management
Create, assign, and track tasks, all within an intuitive interface that keeps your projects organized and on track.
Import / Export
Store external links & URLS
Assignable
Labels for organization
Integrated Branding
Tailor the platform to your brand's identity - our custom branding feature ensures your business's uniqueness shines through every interaction, delivering a professional edge that sets you apart.
Custom login page
Color scheme & logo
Light & Dark modes
Customer Facing Collaboration
Provide a transparent and interactive experience, enabling your customers to view progress and/or actively contribute to the engagement.
Invite your customers
Multiple access levels
Additional administrators
More Features and Capabilities
Analytics
Visualize engagement progress with various charts and graphs. Uncover progress trends, task distributions, and upcoming priorities. Make informed decisions and optimize your strategies with data-driven clarity.
Report Generator
Craft customized task reports, aggregating tasks based on your set criteria. Whether for emails, documents, or internal reviews, this tool allows you to deliver essential insights in a snap.
Custom Widgets
Customize widgets for your dashboard, sharing announcements and updates that make the experience truly yours.
2-Way Data Transfer
Experience seamless data flow - import tasks using our downloadable template to maximize efficiency, and export tasks tailored for your engagements.
Mobile Optimized
Enjoy the full power of work management, no matter where you are. Stay productive on the move with ease.
Choose the Plan Right for You
Choosing a plan is simple with our dual plan offering. Our paid plan accommodates team growth and unlimited resources with per-administrator pricing, while our free plan suits individual users with a single administrative account and limited resources.
Starter
Free Forever
Our free plan gives you the tools you need to get started with your first customer engagements.
1 Customer Engagement
200 Tasks
Unlimited Customer Invitations
Custom Login Page
Additional Administrators
ProCompare Plans
| Feature | Free | Pro |
|---|---|---|
Customer Engagements An engagement is a project with one of your customers/clients. | 1 | Unlimited |
Tasks The number of tasks you can create for your organization. | 200 | Unlimited |
Customer Invitations The number of customers you can invite to an engagement - customers have view-only access and cannot make changes to tasks, folders, etc. | Unlimited | Unlimited |
Custom Login Page Shareable custom login page for your customers & admins that incorporates your brand. | ||
Administrators Users who can make changes within your engagement(s). | 1 | Unlimited (cost per admin) |
Report Generator Tool for generating custom reports on task progress. | ||
Analytics | ||
Data Transfer Ability to import and export data to/from the platform. |