Home/Accounting Software/Zoho Books vs EngageBayUpdated on: April 19, 2024

Compare Zoho Books vs EngageBay

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
Zoho Books Accounting Software (1112 Ratings)
78% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Freshbooks
Freshbooks Accounting Software (6280 Ratings)
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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

Zoho Books

Accounting Software (1112 Ratings)
78% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Freshbooks

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

Engagebay is software for growing businesses to streamline their marketing, sales, and services under one roof. It offers powerful email marketing which lets businesses create fully customizable email marketing communications to send to their target audience. With the use of the software, one can fully automate routine and manual tasks to increase efficiency and nurture their audience in the right way. It also includes a CRM and sales dashboard that helps to organize all potential contacts, track deals, and the sales pipeline without having to use another tool for the same. A helpdesk is also offered as a package, using which customers can reach out to the businesses and get their queries resolved. All of this is provided without compromising on quality for any single tool. Another way to look at it would be to consider it as a cheaper alternative to Hubspot for small- and medium-sized businesses. ..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

Mountain House, California / +1 877-509-3570

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
All-in-One Free
Free

Features

  • 250 Contacts
  • Email Marketing
  • Autoresponders
  • Email Broadcast
  • Sequences
  • Lead Grabbers
  • Landing Pages
  • CRM
  • Helpdesk
  • Live Chat
All-in-One Basic
$14.99 /User/Month

$12.74 per User per Month billed Biennially

Features

  • 500 Contacts
  • Email Templates
  • Web Pop-ups
  • Landing Page Builder
  • Lead Scoring
  • SMS Marketing
  • 3rd Party Integrations
  • Social Suite
  • Tag Manager
All-in-one Growth
$49.99 /User/Month

$42.49 per User per Month billed Biennially

Features

  • 5000 Contacts
  • Marketing Automation
  • Push Notifications
  • Site Messages
  • Broadcast A/B Testing
  • Landing Page A/B Testing
  • Custom Domain
  • Call Records
  • Service Automation
  • Products
  • Proposals
All-in-One Pro
$99.99 /User/Month

$84.99 per User per Month billed biennially

Features

  • Unlimited Contacts
  • Marketing Automation
  • Web Analytics
  • Proposal Analytics
  • SSO
  • Role Management
  • Goals
  • Custom Reporting
  • Dedicated Account Manager
  • Uptime SLA
  • Phone Support
Marketing Free
Free

Features

  • 250 Contacts
  • Email Broadcast
  • Sequences
  • Lead Grabbers
  • Landing Pages
  • Email Templates
  • Auto Responder
  • Custom Fields
  • Video Marketing
  • Live Chat
Marketing Basic
$12.99 /User/Month

$11.04 per User per Month billed Biennially

Features

  • 500 Contacts
  • Landing Page Builder
  • Lead Scoring
  • SMS Marketing
  • 3rd Party Integrations
  • Tag Manager
Marketing Growth
$49.99 /User/Month

$42.49 per User per Month billed Biennially

Features

  • 3000 Contacts
  • Site Messages
  • Email Broadcast A/B Testing
  • Code Your Own Landing
  • Landing Pages A/B Testing
  • Custom Domain
  • Marketing Automation
Marketing Pro
$79.99 /User/Month

$67.99 per User per Month billed Biennially

Features

  • 30,000 Contacts
  • Web Analytics
  • SSO
  • Custom Reporting
  • Dedicated Account Manager
  • Uptime SLA
  • Phone Support
  • Marketing Automation
CRM & Sales Bay Free
Free

Features

  • 250 Contacts & Companies
  • Contact Management
  • 360 Degree Contact View
  • Deals
  • Tasks
  • Email Tracking
  • Appointment Scheduling
  • Gsuite Integration
  • Live Chat
CRM & Sales Bay Basic
$12.99 /User/Month

$11.04 per User per Month billed Biennially

Features

  • 500 Contacts & Companies
  • Multiple Deal Tracks
  • Calling
  • Predictive Lead Score
  • 3rd Party Integrations
  • Tag Manager
CRM & Sales Bay Growth
$49.99 /User/Month

$42.49 per User per Month billed Biennially

Features

  • 20,000 Contacts & Companies
  • Email Scheduler
  • Leader Board
  • Multi Currency
  • Sales Automation
  • Products
  • Proposals
CRM & Sales Bay Pro
$79.99 /User/Month

$67.99 per User per Month billed Biennially

Features

  • 30,000 Contacts & Companies
  • Auto Dialer
  • Proposal Analytics
  • Role Management
  • Call Records
  • Call Scripts
  • Goals
  • Custom Reporting
  • Conversational Inbox
Service Bay
Free

Free Help Desk & Free Live Chat for support teams

Features

  • Ticketing
  • Groups
  • Intelligent Views
  • SLAs (Service Level Agreements)
  • Smart Workflows
  • Ticket Labeling
  • Canned Responses
  • Recommendations
  • Reports
  • Integrations
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

SCREENSHOTS

Zoho Books Screenshots
View 1 screenshot(s)
EngageBay Screenshots
View 8 screenshot(s)
Freshbooks Screenshots
View 9 screenshot(s)

INTEGRATIONS

    NA
  • Exotel
  • Jotform
  • Stripe Billing
  • Vox CPaas
  • BigCommerce
  • Integrately
  • Gupshup
  • Thinkific
  • Mailgun
  • Plivo
  • Quickbooks
  • CallHippo
  • Zapier
  • Amazon SES
  • PieSync
  • Xero
  • MightyCall
  • Integromat
  • RingCentral Office
  • Twilio Flex
  • Pabbly Connect
  • DocuSign
  • RingCentral Contact Center
  • SendGrid
  • Digioh
  • JustCall
  • WooCommerce
  • Salesforce
  • Shopify
    NA

ALTERNATIVES

Top alternatives to Zoho Books

Odoo Accounting
Odoo Accounting
Zoho Billing
Zoho Billing
SAP S/4HANA Finance (SAP Simple Finance)
SAP S/4HANA Finance (SAP Simple Finance)
Zoho Inventory
Zoho Inventory
Vyapar
Vyapar

Top alternatives to EngageBay

Agile CRM
Agile CRM
Pipedrive CRM
Pipedrive CRM
MailChimp
MailChimp
ActiveCampaign
ActiveCampaign
HubSpot CRM
HubSpot CRM