Zeller Contact Directory

Smarter contact and customer management

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Zeller Contact Directory
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Manage contacts

Store and manage customer information from Zeller Dashboard.

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View payment history

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

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Track spending

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

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Organise by category

Add categories or custom notes for streamlined filtering and reports.

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Smarter customer management

Manage business relationships with smarter contact management tools.

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

  • Store contact details for people and businesses you interact with

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

  • Build contact-level reports to track financial health

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Build contact profiles

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

  • Categorise contacts with tags such as ‘supplier’ or ‘accountant’

  • 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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Smarter contact and customer management
Zeller Merchants

Build better customer relationships

Understand customers and suppliers with notes and transaction history.

  • Link individuals and business for a full view of each relationship

  • Assign contacts to transactions and accounts to track cash flow

  • Store customer details and preferences in a profile

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Track invoices by contact

Track your top customers and vendors with invoice reporting by contact.

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

  • Personalise invoices and negotiate terms for frequent customers

  • Send unlimited invoices for free with Zeller

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Send and track invoices by contact

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 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 stored. 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.