Zoho Books vs Agile CRM Comparison

Remove All ADD PRODUCT Zoho Books Agile CRM Freshbooks	94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Zoho Books Accounting Software (1112 Ratings)	89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Agile CRM CRM Software (1842 Ratings)	96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Freshbooks Accounting Software (6280 Ratings)
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ADD PRODUCT	94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Zoho Books Accounting Software (1112 Ratings)	89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Agile CRM CRM Software (1842 Ratings)	96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Freshbooks Accounting Software (6280 Ratings)
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Overview

Summary

Zoho Books is a simple and affordable accounting software that specializes in keeping a detailed track of the cash flow of your business and helping you track your expenses and income. The software also provides you with multi-currency features that is helpful for an organization making transactions in multiple currencies across the globe. Zoho Books also offers professional invoice services along with a tax filing portal that allows you to directly file your returns. The software also provides other accounting services like Bank Reconciliation, and handling your general and accounts, letting you concentrate more on the core activities. ..show more

Agile CRM is a gamification-driven software that offers excellent customer relationship management functionalities as well. It can provide Marketing, Sales and Service automation in a single platform. The software comes featured with gamification features like collaboration tools, leaderboards or activity tracking and is perfectly suitable for sales. Free version and free trial of the software are available. It comes with three deployment options, which include Cloud, SaaS Web; Mobile - Android Native and Mobile-iOS Native. Besides gamification features, Agile CRM also features web analytics, contact management, telephony, sales tracking, marketing automation, two-way emails, etc. ..show more

An accounting software focused on providing expert accounting services to small scale businesses. It is best suited for self-employed professionals, small scale agencies, firms and consultancies. The software expertise in handling accounting tasks related to billing, invoicing and expense tracking. Freshbooks time tracking feature will provide you information so that you can invoice your bill for exactly what you’re worth. This easy-to-use software also provides a mobile app which allows you to keep a check on the accounting processes all the time. Freshbooks was awarded as “Leader in the Fall 2017 Small-Business Accounting Grid Report” based on customer satisfaction and market presence. ..show more

TECHNICAL DETAILS

Access Monitoring
24/7 (Live rep)
Business Hours
Online

Contact Number/Address

Pleasanton, California / +1 844-316-5544

Dallas, Texas / +1 800-980-0729

Toronto, Canada / +1 866-303-6061

API

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Installed - Windows
Installed - Mac

Customers
Individuals
Freelancers
Large Enterprises
Medium Business
Small Business

Pricing

Pricing Model
Free Trial
Freemium
One-time license
Open-source
Subscription
Quotation Based

Plans
	Free Free <50K USD per annum For businesses with revenue Features 1 User + 1 Accountant Manage Clients Manage Invoices (Up to 1,000 per annum) Client Portal Online/Offline Payments Automate Payment Reminders Multi-lingual Invoicing Credit Notes Recurring Invoices Expenses & Mileage Tracking Add Multiple Bank and Credit Card Accounts Import Bank and Credit Card Statements Bank Rules & Reconciliation Chart of Accounts & Sub-accounts Manual Journals Reports Invoice Customization Manage 1099 Contractors Payment Gateways Integrations Zoho Apps Other Apps Support : Email Standard $20 /Month per Organization Features Invite 3 Users Includes features of Free plan, plus Manage Invoices (Up to 5,000) Recurring Expenses Connect and fetch bank & credit card feeds via bank feeds provider Predefined User Roles Track Project Expenses and Invoice Bulk Updates Transaction Locking Custom Views Custom Fields Reporting Tags Track Sales Tax Payment Gateways Integrations Avalara Zendesk Support : Email, Voice, Chat Add-ons Users (Add an additional user) : $3 per User per Month Advanced Autoscans : $10 (50 Scans per month) Snail Mails : $2 per credit Professional $50 /Month per Organization Features Invite 5 Users Includes features of Standard plan, plus Sales Approval Retainer Invoices Bills Payments Made Vendor Credits Recurring Bills Sales Orders Purchase Orders Purchase Approval Multi-currency Handling Automatic Exchange Rates Currency Adjustments Stock Tracking Price Lists Landed Costs Custom Roles Time tracking and billing Timesheet Approvals Timesheet - Client Approvals Retainer Invoices for Projects Project Profitability Journal Templates Recurring Journals Workflow Rules (Up to 10) Email Alerts In-app Notifications Field Updates Support : Email, Voice, Chat Includes features of Add-ons Premium $70 /Month per Organization Features Invite 10 Users Includes features of Professional plan, plus Custom Domain Vendor Portal Budgeting Custom Buttons Validation Rules Related Lists WebTabs Custom Functions Custom Schedulers Webhooks Workflow Rules (Up to 200) Integrations Zoho Sign Twilio Support : Email, Voice, Chat Includes features of Add-ons Elite $150 /Month $120 Per Organization/Month/Billed Annually $150 Per Organization/Month/Billed Annually Features Invite 10 Users Includes everything in Premium + Unlimited Custom Reports Multi-currency Transactions for Each Contact Advanced Inventory Control Integrate Shopify Stores (Up to 2 stores) Warehouse Management (Up to 5 warehouses) Serial Number Tracking Batch Tracking Print Shipping Label Shipment Tracking Support Email, Voice, Chat View Price Page	Free Free For 10 Users Features 50,000 Contacts & Companies Custom Data Fields Lead Scoring Unlimited Deals, Tasks & Documents Appointment Scheduling Custom Deal Milestones Email Tracking 2-Way Email Integration Custom Deal Tracks 2-Way Telephony Starter $8.99 Others Features Email Campaigns Web Engagement Contact Level Analytics Form Builder Email Templates Builder Landing Page Builder 5,000 Emails (Branded) Web-to-Lead Marketing Automation Social Monitoring Mobile Marketing Regular $29.99 Others Features Helpdesk Groups Labels Canned Responses Views Activities Reports Enterprise $47.99 Others Features 50+ Plugins/Integrations Email & Phone Support Google/Shopify/Stripe Sync Chrome Extension Basic & Email Reports View Price Page	Lite $15 /Month Features 5 Billable Clients (Send unlimited invoices to up to 5 clients) Track unlimited expenses Send unlimited estimates Get paid with credit cards and bank transfers Track sales tax & see reports Access anywhere on iOS and Android Plus $30 /Month Features 50 Billable Clients Send unlimited invoices to up to 50 clients Automatically track expenses Send unlimited estimates and proposals Get paid with credit cards and bank transfers Set up recurring billing and client retainers Run business health reports Double-entry accounting reports Invite your accountant Access anywhere on iOS and Android Mobile mileage tracking Premium $55 /Month Features Unlimited Billable Clients Send unlimited invoices to an unlimited amount of clients Track Bills, Bill Payments & Vendors with Accounts Payable Track project profitability Customize email templates with dynamic fields Customize email signatures Automatically track expenses Automatically send late payment reminders and bill late fees Send unlimited estimates and proposals Get paid with credit cards and bank transfers Get paid with checkout links Set up recurring billing and client retainers Run business health reports Run financial and accounting reports Invite your accountant Access anywhere on iOS and Android Mobile mileage tracking Select Custom Features Unlimited Billable Clients and Specialized Features Send unlimited invoices to an unlimited amount of clients Access to lower credit card transaction rates Info Tooltip Start with 2 team member accounts Get a dedicated account manager Get help migrating from other software Set up your account with custom onboarding services Remove FreshBooks branding from client emails Contact us with a dedicated support number Get paid with credit cards, bank transfers, and checkout links Set up recurring billing, subscriptions and client retainers Securely accept credit cards over the phone Automatically track expenses Automatically send late payment reminders and bill late fees Invite your accountant Run business health reports Run financial and accounting reports Access anywhere on iOS and Android View Price Page

Compare Zoho Books vs Agile CRM

Zoho Books

Agile CRM

Freshbooks

Overview

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES