Enerpize VS Zoho CRM

Enerpize

Zoho CRM

Enerpize features and specs

• Expense & Income Tracking : Yes
• Profit & Loss Report : Yes
• Multiple tax settings : Yes
• Cost centers : Yes
• Chart of accounts : Yes
• Ledger reports : Yes
• Bank/ treasury accounts : Yes
• Manual & Auto journals : Yes
• Recurring expenses : Yes
• Assets Management : Yes
• Assets depreciation : Yes
• Track your staff : Yes
• Multi-currency: Yes
• Pre-filled invoice template : Yes
• Save items and products : Yes
• Email templates : Yes
• Invoice preview : Yes
• Deposit payment : Yes
• Automatic reminders : Yes
• Attaching documents : Yes
• Terms & Conditions : Yes
• Subscription tracking : Yes
• Create estimates instantly : Yes
• Follow up your estimates : Yes
• Email billing : Yes
• Accept payment online : Yes
• Accept payment offline : Yes
• Deposits and partial payment : Yes
• Face-to-face credit card : Yes
• Invoice custom layout : Yes
• Track stock : Yes
• Barcode : Yes
• Salespersons tracking : Yes
• Reports : Yes
• Support A4 and thermal printing : Yes
• Shipping labels : Yes
• Group prices : Yes
• Easy returns and refunds : Yes
• Multiple payment methods : Yes
• Deposits and down payments : Yes
• Receipts and invoices preview : Yes
• Manual discounts : Yes
• Sales order notes : Yes
• Different taxes : Yes
• Custom sales price : Yes
• Orders history : Yes
• Cash management : Yes
• Customer profiles : Yes
• Inventory management : Yes
• Barcode scanner and printer : Yes
• Sales reports : Yes
• Product Report : Yes
• Price Groups : Yes
• Saved items and products : Yes
• Custom fields : Yes
• Activity log : Yes
• Appointments and actions : Yes
• Attach documents and forms : Yes
• Attach invoices and expenses : Yes
• Assign to staff members : Yes
• Track work orders statues : Yes
• Employees permissions : Yes
• Real-time communication : Yes
• Organizational structure : Yes
• Payroll management : Yes
• Employment types : Yes
• Contracts management : Yes
• Limitless products : Yes
• Low stock notification : Yes
• History of stock transactions : Yes
• Average price calculations : Yes
• Import & export : Yes
• Multiple warehouse : Yes
• Warehouse management : Yes
• Warehouse permissions : Yes
• Stock requisitions : Yes
• Packing slips : Yes
• Clients timeline : Yes
• Clients statements : Yes
• SMS: Yes
• Contacts management : Yes
• Clients Geolocations : Yes
• Appointments and booking systems : Yes
• Convert booking to invoice : Yes
• Track your booking : Yes
• Online service booking : Yes
• Upfront payment for bookings : Yes
• Set durations for each service : Yes
• Confirmations via sms: Yes
• Easy and simple dashboard : Yes
• Branch-level scheduling : Yes

Zoho CRM features and specs

• Sales Force Automation: Lead, Deal and Contact Management; Workflow Automation
• Process Management: Sales Process Builder; Processing Rules
• Omnichannel: Email; Telephony; Social; Customer Portals
• Analytics and Reporting: Reports; Analytical Components; Capabilities
• Sales Enablement: Quotes and Finance; Partner Portals; Calendar; G Suite and Office 365
• Performance Management: Forecasting; Currencies; Territory Management; Gamification
• Predictive Intelligence: Lead and Deal Prediction; Macro Suggestions; Zia Voice
• Customization: Layouts; Custom Components; Views and Filters; Global Selling
• Marketing Automation: Customer Segmentation; Lead Nurturing; Google Ad Integrations; Event Management
• Team Collaboration: Yes
• Mobile Apps: Yes
• Security: Roles, Profiles, Teams; Data Security; Compliance
• Developer Platform: REST API; Widgets; Web and Mobile SDK; Functions

Incomes and expenses

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Get to know Zoho CRM

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