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
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
Integrations
Complianceself-reported
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.
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.
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