Ratings and Reviews 3 Ratings
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What is Zoey?
Most B2B ecommerce platforms were built for retail and adapted for wholesale. Zoey was designed from the start for how distributors and manufacturers operate. Customer-level pricing, multi-account management, purchase approvals, net terms, and rep ordering on behalf of buyers are baseline capabilities in Zoey, not add-ons or workarounds.
Zoey covers every order channel in one platform: a fully branded ecommerce website for self-service buyers, a web dashboard for inside sales teams and customer service reps, and a native mobile app for field reps, delivery drivers, and trade show teams. When customers call or email, orders are created in seconds on their behalf without leaving the platform. The mobile app works without internet, supports barcode scanning, and uses AI to convert PDFs and photos into order drafts without manual re-entry. Everything syncs automatically when back online.
The self-service buyer portal is built and managed with a no-code drag-and-drop editor. Buyers get account-specific catalogs, customer-level pricing, self-service ordering, reorder from history, and invoice management without contacting your team. Your staff controls catalog visibility, pricing rules, and account access without developers or outside help.
Built-in CRM, order management, quoting, and invoicing eliminate the need for third-party tools. Native integrations include NetSuite, QuickBooks Online, and ShipStation. A data mapper connects Zoey to any ERP or back-office system without custom development. A full REST API is available for additional integrations.
Onboarding is instructor-led. Businesses go live without developers or agency partners. Distributors use Zoey to cut manual order entry, scale without adding headcount, and sync to existing systems without disrupting current operations.
What is Arbor Order Management?
With the continuous evolution of various asset classes and their alternatives, the complexity of investment workflows is increasing, making it vital for investment offices to improve their operational efficiency through the automation of administrative duties associated with their fundamental tasks. In response to this demand, we have created the Arbor Trade Order Management System, a robust software solution crafted to enhance your investment and trading operations, allowing you to focus more on strategic decisions rather than administrative and compliance tasks. Our cutting-edge technology provides a detailed one-page snapshot of all orders related to the funds in our Portfolio Management System, which incorporates compliance reporting alongside both real-time and historical order analysis, equipping you with the necessary insights to make well-informed choices. Furthermore, adopting this system enables investment offices to substantially minimize the risk of errors while also boosting overall productivity, leading to more efficient investment practices and improved outcomes. In an environment where time and accuracy are paramount, leveraging such an advanced tool can transform the way investment teams operate.
Integrations Supported
Authorize.Net
Avalara
Cin7 Inventory Management
Descartes Finale Inventory
Fishbowl
Google Ads
Google Analytics
Klaviyo
PayPal
QuickBooks Online
Integrations Supported
Authorize.Net
Avalara
Cin7 Inventory Management
Descartes Finale Inventory
Fishbowl
Google Ads
Google Analytics
Klaviyo
PayPal
QuickBooks Online
API Availability
Has API
API Availability
Has API
Pricing Information
$600/month
Zoey offers quarterly and annual plans. Pricing scales based on features, integrations, and account requirements. A one-time implementation fee covers instructor-led onboarding.
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Zoey
Date Founded
2014
Company Location
United States
Company Website
www.zoey.com/
Company Facts
Organization Name
Arbor Financial Systems
Company Website
arborfs.com/hedge-fund-software-order-management-system/
Categories and Features
Headless eCommerce
API
Content Management
Conversion Tracking
Customer Touchpoints
Integrated Development Environment (IDE)
Inventory Optimization
Web/Mobile App Development
Order Fulfillment
Choose Shipping Service
Global Shipping
Inventory Management
Multi-Channel Support
Order Management
Production Logistics
Recycling
Returns Management
Supply Chain Management
eCommerce Integration
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Categories and Features
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management