Zoho Finance Suite for Zoho CRM

Make Zoho CRM your one-stop shop for all of your financial operations.

Built for: CRM Developed by: Zoho Corporation
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Zoho's finance products offer a wide range of transaction modules, including Estimates, Sales Orders, Expense Reports, and more. Integrate your Zoho Finance Suite with Zoho CRM and manage all of your incoming and outgoing cash flows in one place.

Key Features:

  • Create and track all your business transactions from inside Zoho CRM.
  • Create expense reports and associate them to Zoho CRM records.
  • View and manage your customer subscriptions inside Zoho CRM.

The Zoho Finance Suite Extension is an effective tool for accountants and sales professionals who want to manage billing, send reminders about payment, see transaction history, and have the fuller picture about revenue and expenses.

Tags

Deployment type Built-in integrations
Published date Jul 6, 2016
Version 1.0
Category Finance
Pricing Free
Vendor Website

Compatible Editions

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

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