Introducing Zoho Books. Accounting Software for Small & Medium Businesses

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Here’s the new addition to the growing Zoho portfolio: Accounting. We are extremely excited to announce the immediate availability of our online book keeping application,
Zoho Books.



If you follow Zoho closely, you probably saw this coming. ​Over the past 5 years, we added one application after the other to build a comprehensive suite of online collaboration, business and productivity applications. The idea was simple. We want to build a suite of applications for small & medium business, so they can run their entire business on Zoho. If you looked at our portfolio of products, there was one significant missing piece, accounting. Today, we can almost call our suite “complete”. 



What is Zoho Books?



Zoho Books
is an online accounting application that gives you complete visibility of your finances and helps you manage the money moving in and out of your business. Zoho Books can simply be defined as “accounting for rest of us”. You need not be an accountant to manage your business and make informed financial decisions. 




Here are some of the highlights of Zoho Books:


    Money In




    Get a clear picture of how much money your business is generating. Manage your customers and invoice them either online or by mail. Automate recurring invoices, payment reminders and payment thank-you notes. Get paid faster with our online payment gateways.


    Money Out




    Manage and control your expenses and cash outflow. Record invoices and commitments for purchases, services and even for reimbursable expenses like client travel. Keep track of the outstanding balances with each one of your vendors and pay on time.


    Banking and Credit Cards


    Record and monitor your bank and credit card transactions like deposits, fund transfers, checks, expenses, credits and refunds. Easily reconcile them with your bank and credit card statements.


    Take On the World




    Transact globally with our multi-currency capabilities. Record foreign currency invoices and expenses. Plus, Zoho Books goes with you wherever you go, so your business is always one click away from you, regardless where you are.

     


    Real-Time Collaboration




    Share -or delegate- the accounting duties to anyone in your organization, but set different permissions for you and your employees. Get professional help with your accounting by easily sharing your books with your accountant or financial adviser.



    Stay on Top of Your Business


    Glance through the dashboard to know what’s going well with your business and what’s not. Make smart and quick business decisions with the help of our insightful, available-anywhere reports.



The application


offers lot more. It also integrates with other Zoho Apps. For example, you can import your contacts from Zoho CRM, view data from various modules in Zoho Sheet etc. 
A comprehensive integration between CRM and other Zoho Apps is coming down the road. 


In particular, Zoho Invoice customers will be able to seamlessly migrate from Zoho Invoice to Zoho Books – and go beyond invoicing to full-blown accounting without having to start over.





This launch is not just for Zoho users. 


Zoho Books is also immediately available for Google Apps users through the

Google Apps Marketplace
.





Pricing



Zoho Books is priced at $24/month (or $240/year with a 2 month discount). This includes access for 2 users. If you’d like to provide access for additional users, it’ll be an additional $5/user/month. 


We have been working very hard on this app for a while now and we are extremely excited to unveil this today. We hope you’ll like the app and we can’t wait to hear your feedback. 



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New In Zoho CRM: QuickBooks and Telephony Integrations

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Here are two brand-new integrations that make customer relationship management with Zoho CRM a lot simpler: Zoho CRM’s Telephony integration and the integration with QuickBooks. These two integrations have been top of our list when it comes to new feature requests from customers. So, here goes.


Zoho CRM for QuickBooks

Zoho CRM for Quickbooks will help you keep information in both

Zoho CRM
and your QuickBooks accounting system in sync.

Many of our Customers were helpful in testing this and giving us feedback. Based on their feedback, here’s what we have got for you in this update – it is now possible to integrate both Customer and Inventory data with your QuickBooks system.

What are the implications of using this feature? No more dual entry, complete visibility of customers and you can focus better on your sales cycle, from lead nurture to the close of a sales deal. This means that your Sales and Accounting departments can have a single version of customer data, even when they continue to work independently.

Here are some of the highlights of this integration. Zoho CRM for QuickBooks supports the Contacts, Vendors, Products, Quotes, Invoices and the Sales Orders modules in Zoho CRM and is available for the Premier and Simple Start offline Editions of QuickBooks. We also give you the flexibility to schedule your data transfer between Zoho CRM and QuickBooks at your convenience. That’s not all. You can avoid data entry conflicts between Zoho CRM and QuickBooks by setting your priority and also map any custom fields that you have created.

As a Professional and an Enterprise Edition customer of

Zoho CRM
, you can try this integration at a cost of $25/Month, per Organization. So, all QuickBooks users,

learn more
about this feature and give it a try!


Zoho PhoneBridge: Zoho CRM’s Telephony Integration

As the name suggests, PhoneBridge connects your telephone system(PBX) with Zoho CRM and allows you to interact with your CRM account during all your customer interactions through inbound and outbound calls.

Consider the case of a Call Center. Cold calling, telemarketing calls, telesales calls, customer care, customer support –  these are the typical operations of call centers. Now, how would it be to leverage the data from your CRM System during a call? Zoho PhoneBridge is the answer!

Here’s how you can make your outgoing and incoming call operations simpler with Zoho PhoneBridge:

Make outgoing calls with a single mouse click from the Leads, Contacts and the Accounts modules. All you have to do is to click on the telephone icon next to the telephone number in the record details page. For incoming calls, you have the key details of the call displayed as a screen pop-up (provided you have logged into your account). You can also capture all details of a call with the ‘log the call’ feature, instantly and simultaneously during the call. Logging a call inside Zoho CRM

has plenty of benefits
.

So, how does this work? It’s simple. As an administrator, you can configure PhoneBridge for your Zoho CRM account by entering a few details, such as users, their telephone extension numbers and dial codes for your outgoing calls. You can then install the adapter for your PBX system and you are done.

At present, we support Avaya, Elastix, Asterisk and Trixbox. And if your company has multiple contact centers that are geographically distributed, you can operate them as separate entities by creating a separate PhoneBridge group for each of them.


Learn more about this integration and give it a try. A 15-day Trial version is available in all editions of Zoho CRM and it is priced at $6 per user, per month. If you’re interested in this, and have a PBX system that we don’t support, please don’t hesitate to let us know at support@zohocrm.com.

How do these latest features work for you and what more would you like to see in Zoho CRM? Please write to us,and let us know. Or drop us a comment right here.