Zoho CRM is used by companies to streamline their sales, marketing, and customer support activities and Zoho Books helps them is managing core accounting tasks. All businesses are unique with their own process and business financial logic to create estimates, invoices, sales orders, purchase orders, etc.
Monthly Archives: July 2022
Zoho CRM can be integrated with Zoho Books in two ways. Native Integration(Zoho finance suite) Custom Integration Zoho finance suite is a selected set of modules from Zoho Books, Zoho Expense, Zoho Subscriptions and Zoho Inventory that can be integrated into Zoho CRM to view and analyse invoices, estimates, purchase orders, sales orders, expenses, expenses