Technology Snapshot

Made By

Zoey

Market Focus

Enterprise, Mid-market, Small business

Country HQ

North America

Regions Served

North America

Year Launched
2015

Technology Type

Zoey Overview

Zoey is built around multiple order capture methods: a self-service buyer portal, a mobile app for field and route teams, and a web dashboard for inside sales. Orders can be placed by buyers directly, by sales reps on behalf of customers, or by inside sales teams managing quotes and approvals.

The mobile app works without an internet connection and syncs when back online. It supports barcode scanning, quick order entry, and AI-powered order ingestion that converts PDFs, photos, and fax images into order drafts. Delivery drivers can process invoices and collect signatures from the app on the road.

The buyer portal is built and managed using a no-code drag-and-drop editor. Account-specific catalogs, customer-level pricing, and access controls are configurable without developers or outside technical help.

Zoey integrates natively with NetSuite, QuickBooks Online, and ShipStation. A built-in data mapping tool connects other systems without custom development. A full REST API is available for additional integrations. Onboarding is instructor-led.

How do you position yourself against competitors?

Most B2B platforms are designed around one way to order. Zoey is built around how wholesale businesses actually operate: buyers who want self-service, inside sales teams managing quotes and approvals, and field reps or delivery drivers capturing orders on the road.

Key differentiators: a native mobile app with full offline order capture for field teams; AI-powered order ingestion that converts PDFs, photos, and fax images into order drafts without manual re-entry; a no-code self-service buyer portal with account-specific catalogs and pricing; and a single platform covering CRM, order management, quoting, invoicing, and AR without third-party add-ons.

Zoey was built from the start for wholesale distribution and manufacturing. Competing platforms that serve both B2C and B2B require workarounds for standard wholesale workflows like customer-specific pricing, multi-account management, and sales rep ordering on behalf of customers. Those are baseline capabilities in Zoey.

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