Monday, December 1, 2014

ZOHO CRM AND BOOKS INTEGRATION

If you're a ZOHO CRM user and are interested in integrating your accounting software with your CRM you should look into using the cloud based Zoho Books application.  Its a nice little accounting application that does pretty much what a small business owner uses out of Quickbooks, and it integrates very nicely with Zoho CRM.

Some key features are the ability to auto-charge a client's credit card (requires the use of external payment gateway account) and a built-in client portal where clients can login, view their invoices, pay their bills and update their account information.

For more information visit https://www.zoho.com/books/ or contact us at The Marks Group for a free demo.

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