Zoho CRM for Zoho Books

Provide your finance team with comprehensive customer information by giving them access to sales-related data.

Built for: Books Developed by: Zoho Corporation
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The Zoho CRM integration enables you to bridge the gap between your sales and finance teams. You can track and manage key CRM and accounting information in the same place.

Key Features:

  • Centralize all customer information, allowing for consistent data usage in both Zoho Books and Zoho CRM.
  • Access essential accounting metrics, such as customer's sales details and outstanding receivables, synced from Zoho CRM.
  • Sync your transactions seamlessly between Zoho Books and Zoho CRM.
  • Automate business workflows to create quotes or invoices in Zoho Books automatically, based on a potential's state in Zoho CRM.

Tags

Deployment type Built-in integrations
Published date Oct 10, 2023
Version 1.0
Category Business
Pricing Free
Vendor Website

Compatible Editions

  • Free
  • Standard
  • Professional
  • Premium
  • Enterprise
  • Elite
  • Ultimate

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