Customer Rating Extension for Zoho Books

Track payments, rate reliability, and manage customer relationships effortlessly

Built for: Books Developed by: OCTFIS TECHNO LLP
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Assign ratings based on payment and due dates. Ratings are automatically updated with each payment and displayed in the customer module for easy tracking. Simplify processes and focus on growing your business!

Key Features:

  • Set ratings for your Zoho Books customers based on the number of past transactions.
  • View customer ratings in the customer module overview.
  • Automatically update ratings with new or modified payments.
  • Configure rating rules according to your preferences from the extension settings.

Tags

Deployment type Zoho platform
Published date Jan 26, 2025
Version 1.0
Category Sales
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Premium
  • Enterprise
  • Elite
  • Ultimate

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