Native Integration
Zoho CRM + Books sync accounts, contacts, deals. Deal won in CRM → invoice in Books. One-click.
Invoicing
Generate invoices from deals. Automatic follow-up on unpaid invoices. Payment gateway integrations.
Multi-Currency
Supported across both apps. Exchange rate handling automated. Configure per entity.
Reporting
Combined CRM + Books dashboards — pipeline to revenue in one view. Books P&L, AR aging, cash flow. Revenue forecasting grounded in actuals.
Permissions
Sync respects both CRM and Books permission models. A rep who can’t see an account in CRM won’t see its invoice in Books.