Exact Online is a comprehensive financial management system with more than 500,000 clients worldwide. Keep your sales and finance teams on the same page when it comes to client information and cooperation and access a complete view of a client's profile from one screen. Synchronize accounts, contacts, sales orders, invoices, outstanding balance and products between Zoho CRM and Exact Online.
Key Features:
Synchronize all sales orders, invoices, payment balances, accounts, and contacts between ZOHO CRM and Exact Online
Segment clients based on actual turnover from Exact Online against potential turnover as monitored in ZOHO CRM
Create a true 360-degree view of your clients' profile, including their transactional information
Trigger commercial workflows for your team based on actual transactions or financial trends
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
We are marketing, sales & service consultants, making sure our clients can offer the smoothest Customer Journeys and get the most out of their ZOHO Software
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Hello,
I would recommend you to try Exact Online integration for ZOHO CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Payments have not been opened up for users in the EU yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
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