Benefits of Integrating Zoho CRM with the Zoho Finance Suite
Are you interested in establishing better lines of communication between sales and accounting? Zoho's popular CRM integrates seamlessly with the Zoho Finance suite of applications. With this integration, you enjoy a single database of customers, vendors and items, making redundant data entry a thing of the past. Additionally, your team gains the financial insights they need right from records in your CRM. Further, Zoho Finance provides you with online payment options, automatic payment reminders and other workflows, as well as a portal for your customers to login, approve estimates and pay invoices. If you're interested in learning more about this powerful combination, please read on or contact us.
In addition to this blog, please review our recent webinar recording on the same topic:
What is the Zoho Finance Suite?
- Zoho Invoice makes and sends professional invoices with your branding.
- Zoho Books manages all of your typical accounting needs, from invoices and payments to tax compliance and financial reporting
- Zoho Inventory manages your stock, order fulfillment and inventory controls.
- Zoho Billing (formerly Subscriptions) manages recurring customer subscriptions and payments.
- Zoho Expense scans receipts and streamlines expense report creation, approval and reimbursement.
- Zoho Checkout builds custom branded payment pages without writing a single line of code or any need to worry about web-hosting.
Overview of Zoho Finance Integration with Zoho CRM
- Zoho Books - Invoices, Estimates, Sales Orders and Purchase Orders
- Zoho Expense - Expenses and Expense Reports
- Zoho Billing - Subscriptions and Recurring Billing
- Zoho Inventory - Products, Stock Updates, Sales Orders, Packages, Shipments, Invoices and Purchase Orders
Need Help? Don't Have Time to Do It Yourself?
At AspenTech CRM we create software solutions that make business simpler. We can assist in determining if the Zoho Finance Suite is right for you, along with implementation, configuration, custom development and integrations, training, and ongoing technical support. If you're interested in learning more about the Zoho Finance Suite or how it can be integrated with Zoho CRM, please Contact us or call 866-880-4228 to start a conversation with one of our experts.