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Home/Accounting Software/Zoho Books vs Zoho CRMUpdated on: April 18, 2024

Compare Zoho Books vs Zoho CRM

Remove All ADD PRODUCT Zoho Books Zoho 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)	98% 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 CRM CRM Software (6128 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)
Remove All ADD PRODUCT Zoho Books Zoho CRM Freshbooks	Start Free Trial	Get Free Quote	Start Free Trial

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)	98% 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 CRM CRM Software (6128 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)
ADD PRODUCT	Start Free Trial	Get Free Quote	Start Free Trial

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

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..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

Pleasanton, California - 94588 / +1 877-834-4428

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	Standard $20 /User/Month Automate and optimize your sales cycle Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Automation and Process Management Workflow rules Email notifications Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Marketing Automation Email templates Email authentication Mass email Social profile integration Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Professional $35 /User/Month Improve customer acquisition and accelerate growth Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Enterprise $50 /User/Month Manage global CX operations with the complete CRM Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) Ultimate $65 /User/Month Scale exponentially with dedicated BI capabilities Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Zoho Analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) CRM Plus $69 /User/Month Unify sales, service, and marketing on one platform Features Eight apps, all features included Users have access to all apps Fully integrated CRM Flex $14 /User/Month billed Yearly Build a custom sales, service, and marketing bundle Features Select the apps you need Select editions and users for each app Fully integrated 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)

Zoho CRM Screenshots

View 13 screenshot(s)

Freshbooks Screenshots

View 9 screenshot(s)

Zoho Books Screenshots

Receivables

Live Chat System

Twitter profile

Zia for lead enrichment

Competitor Alert

Deal Management

Assignment Rules

Partner Portals

Forecast Summary

Sales Analytics

Realtime Notifications

Target Meter

Documents Library

Configure, Price, Quote (CPQ)

Freshbooks Screenshots

Other Income DB

Freshbooks Screenshots

Dashboard

Freshbooks Screenshots

General Ledger Filter

Freshbooks Screenshots

Billing and Invoicing

Freshbooks Screenshots

Reports - Balance Sheet

Freshbooks Screenshots

Expenses

Freshbooks Screenshots

Mileage Tracking

Freshbooks Screenshots

Project Management

Freshbooks Screenshots

Time Tracking

INTEGRATIONS

NA

NA

ALTERNATIVES

Top alternatives to Zoho Books

Odoo Accounting

SAP S/4HANA Finance (SAP Simple Finance)

Top alternatives to Zoho CRM

Bigin by Zoho CRM

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