Zeller Contact Directory

Smarter contact and customer management.

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Manage business contacts

Store and manage contact and customer information in Zeller Dashboard.

Track payment history

View payments, transfers and invoices by contact in a click.

Track business spending

Supplier and vendor details are pre-filled for Zeller Debit Card transactions.

Categorise contacts

Add categories or custom contact notes for streamlined filtering and reports.

Smarter contact and customer management.

Manage business relationships with smarter contact and customer management tools, included free in your Zeller Dashboard.

  • Link payments, transactions, and transfers to contacts and customers.

  • Store contact details for people and businesses you regularly interact with.

  • See information about businesses you spend at with Zeller Debit Card.

  • Build contact-level reports for a 360-degree view of your business health.

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A holistic view of your business contact database.

Store contact information, such as emails, phone numbers, and addresses.

  • Categorise contacts with custom tags such as ‘supplier’ or ‘book keeper’.

  • Add a photo, attach invoices, or upload receipts to contact profiles.

  • Store details for bank accounts you regularly transfer money to.

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Build a better customer relationship.

Understand more about your customers and suppliers with detailed notes and transaction information.

  • Link individual and business contacts for a full view of each relationship.

  • Add contacts to transactions and accounts to track payments and transfers.

  • Store customer information and preferences in a contact profile.

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Send and track invoices by contact.

Get more information about your top customers, clients and vendors with invoice reporting by contact.

  • Assign contacts to invoices sent, then track payment status by contact.

  • Personalise invoices and negotiate payment terms for frequent customers.

  • Zeller Invoices are free to send, and is included free with your Zeller Account.

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Frequently Asked Questions

Zeller Contact Directory is your central hub to manage every business relationship with smarter contact and customer management tools.

You can use the Zeller Contact Directory to store business information about suppliers and vendors; capture customer details and contact information; streamline money transfers between businesses and vendors you work with; and to report on transactions and spend by contact.

You can use Zeller Contact Directory to track all kinds of customer data, including: 

  • Business and customer contact details, including email and phone number

  • Business and customer location details including address or website

  • A record of ll payment transactions and account transfers with a specific contact at a glance, in one location

No. Zeller Contact Directory is included as a free feature in your Zeller Dashboard. To get started, simply sign up for your free Zeller Account here. 

Zeller Contact Directory helps your business grow by providing you with immediate access to important information about the people and businesses you interact with.

This enables you to more easily grow meaningful business relationships, deliver greater customer service to repeat customers to make them feel more welcome in store, and the ability to use rich data attached to the customer’s contact record to suggest new products or services they may like. You can also use Zeller Contact Directory to streamline how you deal with other businesses, suppliers or vendors, to help you better manage negotiations for repeat orders or to better understand your spending.

A Contact Directory is an online directory where your business or personal contacts are posted. The fields within a Contact Directory can help you to record details such as email address, business address or location, website and primary contact names. You can also use a Contact Directory to record transaction information for regular customers or businesses that you deal with.

To access the Zeller Contact Directory, log in to your Zeller Dashboard. Click Contacts in the left pane of your Zeller Dashboard. From here, click either Add Business or Add Person, and follow the prompts to create a contact. For more information, visit the Zeller Support Centre. 

Zeller Contact Directory is a free feature included with your Zeller Account. Access the Zeller Contact Directory by logging in to your Zeller Dashboard. 

If you're not using Zeller in your business yet, click here to sign up for your free Zeller Account.

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