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Zoho CRM VS Zoho Books

Compare Zoho CRM VS Zoho Books and see what are their differences

FreshBooks
The ideal accounting software for small business owners. featured
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Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website

Zoho Books logo Zoho Books

Smart Accounting for Growing Business
  • Zoho CRM Landing page
    Landing page //
    2022-03-09

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.

  • Zoho Books Landing page
    Landing page //
    2022-03-08

Online accounting software designed for business to manage invoices, bills, banking and inventory. Sign up for free today.

Zoho CRM

Website
zoho.com
Pricing URL
Official Zoho CRM Pricing
$ Details
freemium $14.0 / Annually ($14 USD/monthly on Annual Subscription.)
Platforms
Cloud Web iOS Android iPhone
Edit details

Zoho Books

Website
zoho.com
Pricing URL
Official Zoho Books Pricing
$ Details
paid Free Trial $9.0 / Monthly
Platforms
Web Android iOS Windows
Edit details

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

Zoho Books features and specs

No features have been listed yet.

Zoho CRM videos

+ Add

Get to know Zoho CRM

More videos:

  • Review - Zoho CRM vs. Salesforce Sales Cloud
  • Review - ZOHO CRM Review - CRM software review
  • Review - Zoho CRM Review (2019) - Yes, It's Cheap. But Is It Also Good?
  • Review - Zoho CRM 2021 Review: What Is It, Key Features, Pros And Cons, And More
  • Review - Zoho CRM Review 2021
  • Review - Zoho CRM Review: Good value, but flawed a lot of non-essential ways
  • Tutorial - How to use Zoho CRM | Free CRM Software for Small Business [2023]

Zoho Books videos

+ Add

Zoho Books Overview | US Edition

More videos:

  • Tutorial - Zoho Books Accounting Software Review / Tutorial - Part 1
  • Review - Quickbooks vs Zoho Books
  • Review - Zoho Books Review
  • Review - Zoho Books Review 2021
  • Review - QuickBooks vs Zoho Books: Which Is Better?
  • Review - What is Zoho Books - Zoho Books Review - Zoho Books Pricing Plans Explained
  • Review - Zoho Books Review - 3 Reasons Not To Use Zoho Books - Walktrough, top features, Pros And Cons

Category Popularity

0-100% (relative to Zoho CRM and Zoho Books)

Zoho CRM

Zoho Books

CRM
100 100%
CRM
0% 0
Accounting
0 0%
Accounting
100% 100
Sales
100 100%
Sales
0% 0
Bookkeeping
0 0%
Bookkeeping
100% 100

User comments

Share your experience with using Zoho CRM and Zoho Books. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Zoho CRM and Zoho Books

Zoho CRM Reviews

  1. Web-based online office suite

    Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Zoho CRM is one of several programs available in Zoho’s app ecosystem, which is similar to Salesforce’s app exchange. Zoho CRM’s reporting is solid, allowing users to report across products, locations, and applications. The CRM provides basic contact management as well as automation, such as transforming website visitors into leads.
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
Zoho offers a cloud-based CRM designed to help businesses create, manage, and organize data to boost sales and revenue. The company attracted more than 10 million users in 2020, reaching over 60 million users. For full-year 2021, Zoho’s revenue surged to $690 million.
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Zoho CRM is a reliable Copper CRM alternative that helps you engage with customers more effectively. You can connect with your prospects and customers using their preferred communication channels, including emails, social media, etc. Zoho CRM helps conserve time and resources by automating time-consuming tasks. Real-time reporting and analytics help you track relevant KPIs...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Many companies use this CRM tool to help out their customers. We love how you can link Zoho CRM to your Facebook and Twitter pages - this could be especially useful for eCommerce stores that focus on these areas to market their company.
Source: www.3dsellers.com
What is CRM?
Zoho was born as an Open source alternative to Saleforce. Once it achieved a relevant market share, it switched to a closed cloud model. It is tremendously similar in its operation and characteristics, its differential point being the slightly lower price.
Source: prokom.es

Zoho Books Reviews

5 Best Alternatives to QuickBooks Accounting Software
Excellent navigation and help: The user interface of Zoho Books is clean, intuitive and attractive, with easy navigation links on the side pane to quickly go to Sales, Purchases, Documents, Reports, Dashboard and Banking. There are also numerous support tools, including forums, FAQs and documentation, as well as different ways to contact experts via phone, email and chat.
Source: www.businessnewsdaily.com
The 8 Best QuickBooks Alternatives for Small Businesses
Zoho Books includes a long list of features normally available in much more comprehensive applications. With its easy to use interface and tons of help options, Zoho Books is great for the tech novice who is more comfortable with a spreadsheet application than a software application.
Source: www.fool.com
7 Best QuickBooks Alternatives for Small Businesses
Zoho Books is part of the Zoho One suite of services — which includes over 40 different business apps, including customer relationship management, HR tools and reporting options. Zoho Books’ four plans range in functionality, number of users and workflows that are included. First, Zoho offers a free plan. Then, the Standard plan costs $20 per month, the Professional plan...
Source: www.fundera.com
8 Best QuickBooks Alternatives You Can Use in 2021
Zoho Books is another impressive bookkeeping service. This gives an endless number of features, for instance, inventory management, banking integration, etc. The basic plan comes at $9 per month.
Source: techdator.net
The Top 11 Cloud-Based Accounting Solutions for Small Businesses
It’s ideal for small business owners who are looking for a simple way to manage their finances and prepare for their taxes. You can use Zoho Books to automate workflow tasks across all your departments as well.
Source: navitance.com

Social recommendations and mentions

Based on our record, Zoho CRM seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Zoho CRM mentions (1)

  • Program for managing missed call messages?
    Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago

Zoho Books mentions (0)

We have not tracked any mentions of Zoho Books yet. Tracking of Zoho Books recommendations started around Mar 2021.

What are some alternatives?

When comparing Zoho CRM and Zoho Books, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

FreshBooks - The ideal accounting software for small business owners.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

QuickBooks - Business runs better with QuickBooks, the #1 accounting solution for small business.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Xero - Xero is online accounting for your small business.

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