What's new
What's new in Back to Zero, from newest to oldest.
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Investment fund: part of every sale for the future
On paid plans, turn it on in Settings ▸ Commissions: every payment the client has already made sets aside a part for the company's investment fund. By default it is the same % as the commission, and you can raise or lower it when registering each sale. Administration sends it every month and marks it as sent. The Owner and Administration see what was contributed in «Investment fund»; the team sees on Home whether it is on. To follow its value, we recommend Viernes de Invertir.
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A notice when a recurring client cancels
When the cancellation of a recurring sale is recorded, its sales reps get an email with the client, the monthly amount and the cancellation date, copying Admins and Back office. Admins now also get the new-sale announcement that goes to collaborators, so they can confirm it goes out right.
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Short links, easier to share
Your promotion and showcase links are now short, so they look better in your posts, on WhatsApp and in your profile. They work the same: whoever opens them sees your contact details and every visit still counts for you. The long links you already shared keep working.
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Sales by month, with search
Sales opens with the last 3 months, grouped by month with their total, and «Load 3 more months» at the bottom brings the earlier ones. Filters are always visible and there is a search box for client or description at the top; if you are looking for something older, «Search all dates» finds it.
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Generated versus paid, cumulative
The My commissions chart adds up month by month, on a right-hand axis, what you generated in the year (dashed line) and what was already paid to you. The gap between the two lines is what is still to be approved or paid.
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Collections reminders before month-end
Administration gets the expected payments still to mark every Friday at 4 p.m., and on the last business day of the month, at the same time, the closing reminder, so what was collected makes it into the report on the 1st. The Owner gets that report on the 1st at 9 a.m. and, if commissions are still waiting for approval, a reminder every 2 business days.
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Learn what is new without looking for it
When we add something to Back to Zero, you will see a window with what is new since your last visit when you sign in. And the 📣 icon in the menu takes you to the news page whenever you want.
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Sales that start later
Won a sale that begins next month or next year? When you register it, check «The service starts later» and choose when it starts. You celebrate today and the counter goes back to zero; revenue, payments and commissions begin on its date. Meanwhile it shows as «starting later» in Sales and Home.
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Fix the name of who refers you
In Sales, «Who refers us» lists the names typed as referred client or Operations, with their sales. Fix one and it changes in all its sales; if it was typed two ways, they are merged into one.
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Your commissions for the year in a chart
In My commissions, pick the year and see month by month what you generated against what was already paid to you, plus what is still to collect from the client. Admins see on Home what the whole company generated in the year, split into paid, to pay, to approve and to collect.
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Your amounts, only when you want to see them
On Home and My commissions, amounts are hidden (•••••) when you open the page. Tap «👁 Show amounts» to see them; next time you come back they will be hidden again. Handy when you share your screen or someone is next to you.
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Your promotions showcase
One public page with all your current promotions, the one ending soonest first. Each team member has their link in «Promotions to share»: whoever opens it sees their details to reach them and every promotion keeps their personal link. Add it to your WhatsApp or social profile.
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Promotions with their currency and taxes
Each promotion chooses whether its price is in Mexican pesos (MXN) or US dollars (USD) and which tax note it carries: «Plus applicable taxes», «Tax included» or «Plus VAT». The price shows its currency, for example «$1,500 USD», on the image, the promotion page and the email.
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Promotions: your brand without repeats
A promotion takes the brand of its category and you choose how it shows on the image: emoji and name, avatar and name or the logo alone. That way the logo does not appear twice on the promotion page. Your whole team also sees every current promotion to share it.
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Commissions on what is collected
When Administration marks a payment as collected, commissions for the reps and for the collaborator who referred the sale are calculated. On the 1st the report arrives for approval, each person is told what they will receive and «Commissions» shows what was earned, paid and pending.
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Commission schemes and collections
On paid plans, define how much each category pays: a percentage or a fixed amount, how many months recurring sales pay and the payment plan for projects. Each sale creates its expected payments and Administration marks the collected ones in Collections. Coming soon: commission calculation and the monthly report.
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Promotions to help your team sell more
Publish a promotion with its price and dates and Back to Zero creates the image and a page with your brand. Each rep and collaborator gets a personal link: whoever opens it sees their details to message them on WhatsApp. You see who brought the most visits and clicks.
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Several brands in one account
Does your account group several companies or business units? Add each brand with its logo in Settings and choose which one each category uses: postcards of its sales carry that brand. You can also turn the white background behind your logo on or off.
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Your brand on your postcards
Upload your company avatar or logo in Settings and choose how it shows: avatar with the name, or the logo alone. It appears on sale postcards, and soon on your promotions. Each person can also add their WhatsApp and phone in their profile.
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A postcard of every sale for your social networks
Every sale has a postcard ready to share on LinkedIn, Instagram or WhatsApp, in three designs and in feed or story format. It never shows the amount, and the client only if they authorized it. The sales rep gets an email to share it, and your collaborators (Operations, partners) hear about every sale without taking a seat in your plan.
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Prospecting: ready-made prompts for your AI
The «Prospecting» menu has prompts built with your category and area for ChatGPT or Claude: companies that could buy from you, networking events (to attend or exhibit), the first message to a prospect and how to prepare a meeting. One click opens them already written, and you can ask for them to run on their own every morning.
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Filter your dashboard by categories and tags
Give each category tags (for example, who delivers the sale or which brand you sold) and filter the dashboard by several at once. The comparison puts each tag side by side with sales, deals, days without a sale and its share of the total.
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Projections on your dashboard
Using the pace of your last 90 days, the dashboard estimates when your next sale will land, how much you would sell this month, whether you are trending up or down and the recurring revenue you would reach in December against your goal.
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Your billing projected to December
The recurring revenue chart now runs to December: the remaining months appear faded with what you already have contracted. Above it you see how much this year's new sales have billed and where you would land in December without selling anything else; every new sale is extra.
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Where do your sales come from?
When logging a sale, say whether the sales team, Operations or a client referral originated it, and who spotted it. The dashboard shows how much each source sells and who is generating sales outside the sales team. The sale still counts toward its reps' goal.
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Send us your suggestions
From any screen, the «💡 Suggestions» button at the bottom right lets you send us an idea or tell us if something is broken. The Back to Zero team reads it and, if needed, replies to your email.
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A dashboard for leadership
Choose at the top what to see, the whole company, a group or a rep, and the whole dashboard follows: counter, monthly result, clients, streaks, charts and categories. From the company you open each group with one click, and leadership sees when each rep last used the app.
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Each group with its own identity
Give each group a color and an emoji: its daily email carries a card in its color and its name in the subject, so anyone following several groups tells each email apart at a glance.
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One-time sales that run several months
A project billed over 2 or 3 months is logged once: choose how many months it runs and its monthly amount counts in each one, with nothing to cancel afterwards.
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Simulator: how do you sell 100 million a year?
Move your goal per rep, deal size, renewal and team, and see the year you get there, how many sales each rep needs and how often one has to close. Inside the app it starts with your data.
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Review past months and compare periods
On the dashboard, the arrows on the monthly result take you to previous months, and the filters include ready-made periods: this month, quarter, half or year, and the previous ones.
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Guides to help you sell more often
A free guide library: days without a sale, recurring revenue, how to set and split your goal, ways to motivate your team and more.
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Recommend Back to Zero
Share your link on WhatsApp, LinkedIn, X, Facebook or email from the app's footer. You choose who: the app never writes to anyone on your behalf.
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Log the whole year's sales
If you start mid-year, log your sales back to January 1 and the counter starts with your real history.
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Create your account in minutes
Sign up with your email, Google or Microsoft, and a 6-step wizard: company, categories, goal, team, daily email and last sale.
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Groups for larger teams
On the Team+ plan, each group has its own counter, its goal split by rep and its own email, with a ranking between groups.
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Two-factor authentication
Protect your account with an authenticator app; admins can require it for the whole team.
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One account, several companies
If you work with more than one company, use the same account and switch companies from the menu, with a different role in each.
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Export your data anytime
Download your sales, clients and goals in one file, even if you decide to close your account.
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Client catalog
Look up the client when logging a sale; the dashboard shows the year's new clients and how much recurring revenue comes from them.
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The daily sales email
Every morning, the whole team gets days without a sale, the month's goal and who closed. Its tone rises as days go by.