Documentation · Modules

All 23 modules

A reference page for every module in ZI² Square, grouped by category. Choose a module to read its documentation.

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Productivity & Collaboration

How your team works, schedules, and ships together.

Dashboard

Your daily command center at a glance

Calendar

Schedule, manage, and sync all your events

Booking

Public scheduling pages for clients

ZI Project

Kanban project management for teams

Team Notes

Share announcements and notes with your team

CRM & Sales

Every contact, company, and deal in one place.

Contacts

Your CRM relationship hub

Companies

Organize your business accounts

Deals

Visual pipeline for your sales process

Communications

Email, SMS, and inbound triage, built in.

Inbox

Unified email with CRM intelligence

Bulk SMS

Mass messaging campaigns via SMS

Business Sender

Send from your own business address

Mail Guard

Inbound mail triage with ZI² Certified scoring

Mailroom

Mail triage and replies that stay on your own server

Finance

Payments, invoicing, and revenue tracking.

Wallet Up

Payments, invoicing, and financial reports

Operations

Inventory, shipping, production, and leave management.

Shipping

Track shipments and manage inventory

Production

Manage manufacturing workflows

Time Off

Leave requests and team availability

Marketing & Sharing

QR codes, short URLs, and brand-ready public surfaces.

Marketing

Coupons, automatic discounts and affiliate programs

ZenithQR

Enterprise QR code generation and analytics

Security & Compliance

Document vault, retention policies, and audit-ready storage.

Document Vault

Secure document storage, classification, search & sharing

ZI² Sign

Electronic signatures with a seal anyone can check

ZI² Vetting

Files and links that open only for the person you sent them to

Platform

Workspace settings, integrations, and tenant administration.

Settings

Personalize your workspace