The Zoho ecosystem has everything a business might need and from a single sign-on you can have access to 45+ Apps. This includes Zoho Expense, as one of the Apps in the Zoho Finance suite, which includes everything from invoicing to order management and accounting. In this blog we focus on Zoho Expense and specifically…
We’ve completed several migration projects, helping customers move from older desktop Accounting systems (Peachtree, Sage 50, QuickBooks) to the online, cloud-based Zoho Books, and one of the project deliverables typically involves integration with Zoho CRM. Once set up correctly, this seamless integration enables powerful collaboration between Sales, Operations & Finance. You can synchronise Customers, Vendors,…
I am writing this article as it is surprising how few of us use MS Outlook effectively, and even fewer of us take advantage of the excellent integration with Zoho CRM! Whilst other forms of customer engagement are gaining in popularity (I have written a separate blog on WhatsApp integration here), there is no doubt…