Zoho Books for Zoho CRM

Give your sales team a 360-degree view of your customer data with the Zoho Books integration.

Built for: CRM Developed by: Zoho Corporation
  ( 2 )

Make collaboration easy for your sales and finance team and avoid duplicate data entry with the Zoho Books and Zoho CRM integration.

Key Features:

  • Let your sales team record estimates, sales orders, and invoices directly from Zoho CRM, without having to switch between apps.
  • Get more done with automation. You can set up triggers to automatically create transactions based on the deal stages in Zoho CRM.
  • Give your sales team all the information about a customer—including purchase patterns, credits, and payment details—in one place.

Tags

Deployment type Built-in integrations
Published date Apr 28, 2020
Version 1.0
Category Finance
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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