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Zendo

Sell & Deliver Services All In One Place·getzendo.io

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Zendo is a white-label client portal where agencies and service businesses manage the entire client relationship, from intake forms to communication, delivery, and billing, under their own brand. It supports selling productized, subscription, and custom services, with automated quotes, invoices, and payment collection via Stripe or bank transfer. It also includes client profiles functioning as a lightweight CRM, customizable workflows, and team/collaboration tools.

What it's for

Selling productized services with fixed pricingOffering subscription/recurring services with automatic billingOffering custom, tailored servicesHandling general client requests and feedbackCreating and automating quotes, invoices, and payment requestsBuilding customizable order and intake forms with unique URLsDisplaying a public service catalogCollecting payments via Stripe or bank transfer with flexible payment termsReal-time chat communication and collaboration with clientsWhite-labeling the client portal with custom domain and brandingStoring client information and history in a client profileManaging client work with statuses, custom fields, and workflowsManaging client teams with roles (Admin, Editor, Viewer)

Features 19

  • Automated quotes, invoices, and payment requests
  • Client portal with per-client branding
  • Client profile (CRM) storing history, orders, and requests
  • Custom workflows with statuses and status triggers
  • Customizable order forms with unlimited custom fields
  • List, table, or Kanban views of client requests
  • Mobile-responsive client-facing views
  • Multi-currency payment support
  • Multiple payment requests within one order
  • Multiple payment terms (up-front, split, on-delivery)
  • Notifications and permissions management
  • Productized, subscription, and custom service types
  • Publicly accessible service catalog
  • Real-time chat communication hub
  • Removal of 'powered by Zendo' branding
  • Stripe and bank transfer payment collection
  • Team management with roles (Admin, Editor, Viewer)
  • White labeling with custom domain and branding
  • Zapier integration for automation

At a glance

free tier
TypeWeb app
DeploymentCloud
PlatformsWeb
LanguagesEnglish, German, French
Forcreative agencies, marketing agencies, web development shops, translation firms, consultants and coaches, accounting and legal professionals, solo freelancers, service businesses handling client work
CompanyZendo · 2021

Integrations

ZapierStripeMake

Complianceself-reported

GDPR

Resources

Pricing

A Free Forever plan with no credit card required is explicitly stated. A separate Pricing page is linked from the site, but specific paid plan prices were not present in the reviewed content.

Free ForeverFree

Described as a permanent free plan, not a limited trial.

Free Forever plan allows selling subscriptions and starting a business at no cost; no credit card required.

Last checked 20 days ago·