Home/Accounting Software/Zoho Books vs Zoho CRMUpdated on: January 30, 2023

Compare Zoho Books vs Zoho CRM

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
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
Zoho CRM CRM Software (8849 Ratings)
97% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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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
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

Zoho CRM

CRM Software (8849 Ratings)
97% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Start Free Trial

Get Free Quote

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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

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 / +1 877-834-4428

Toronto, Canada / +1 866-303-6061

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

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
View Price Page
Free
Free

Features

  • Free for 3 Users
  • Leads
  • Contacts
  • Accounts
  • Deals
  • Tasks, events, call log, and notes
  • CRM views
  • Advanced filters
  • Page customization
  • Rename tabs
  • Custom list views : 5 per module
  • Workflow Rules
  • Email Notifications per day : 50 emails/user license, 150 emails/day (whichever is lower)
  • Standard reports
  • Email templates : 10
  • Email opt-out
  • Email Authentication
  • Web-to-lead form : 1 form/module
  • Web-to-contact form : 1 form/module
  • Calendar
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow-up rules
  • Business hours
  • Folder sharing
  • Attach documents
  • File versioning
  • Reviews
  • Free storage/org : 1 GB
  • Data Administration
    • 1-200 Users
      • Data storage : 5,000 records (10 MB)
    • Above 200 Users
      • Data storage : 5,000 records (10 MB)
      • Import data (per batch) : 1000 records
      • Export module data
      • Additional Data backup : $12 per request
      • Import history
  • Profiles
  • Organizational hierarchy (Roles)
  • GDPR Compliance
  • Multiple Organization Support
  • API : 5,000 credits per day per org
  • Website visitor tracking
  • Basic : Support
Standard
$20 /User/Month

Features

  • Includes features of Free plan, plus
  • Sales forecasting
  • BCC dropbox for email
  • Email insights
  • Multiple currencies
  • Scoring rules : 10 fields/module
  • Reminders
  • Multiple Pipelines
  • Custom fields : 10 fields/module
  • Canvas Detailed View : 1 view/org
  • Custom list views : 50/module
  • Tab groups
  • Email Notifications per day : 100 emails/user license, 5,000 emails/day (whichever is lower)
  • Custom reports : 100
  • Schedule reports
  • Charts
  • KPI
  • Standard dashboards
  • Custom dashboards : 10 Dashboards
  • Zoho CRM Analytics Mobile App
  • Enrich data with Twitter profile
  • Enrich data with Facebook profile
  • Social tab
  • Automated Lead Generation from social media
  • Social interaction with leads/contacts
  • Social Lite
  • Email templates : 100
  • Mass email
  • Marketing campaigns
  • Web-to-lead form : 5 forms/module
  • Web-to-contact form : 5 forms/module
  • Notify owner
  • Calendar sync through CalDAV
  • Calendar Booking
  • Groups for team collaboration
  • Tagging
  • Free storage/user license : 512 MB
  • Additional file storage : $4 per Month per 5GB
  • Data Administration
    • 1-200 Users
      • Data storage : 100,000 records (200 MB)
    • Above 200 Users
      • Data storage : 100,000 records (200 MB)
    • Import data (per batch) : 10,000 records
    • Free Data backup : 2 backups/month
    • Groups : 20
    • Audit Logs
    • Allowed IPs
  • API : 100,000 credits/day/org.
  • Add-Ons and Integrations
    • Online Meetings : Zoom, GoToMeeting, Zoho Meeting and 12 others
    • Telephony and PBX : Ring.io, Amazon Connect, Zoho PhoneBridge and 106 others
    • Team Collaboration : Slack, Teams, Zoho Cliq and 9 others
    • Office Productivity : Zapier, Trello, Zoho Flow and 26 others
    • Storage : Google Drive, Dropbox, Zoho Workdrive and 4 others
    • Analytics : Zoho Analytics, Google Analytics, dotConnect and 10 others
    • Email Marketing : Mailchimp, Zoho Campaigns and 4 others
    • Customer Service : Zendesk, Zoho Desk and 15 others
    • Finance : PayPal, Quickbooks, Pay U and 18 others
    • Business Operations : Amazon Seller Central and 15 others
    • Maps and route planning
    • Integration with Microsoft 365
  • Integration with Google Workspace
    • Zoho CRM contextual gadget for Gmail
    • Export events to Google Calendar
    • Export to Google Tasks
    • Zoho CRM web forms for Google Sites : 1/module
    • Synchronize Google Calendar
    • Synchronize Google Contact
  • Support
    • Classic
    • Premium : Paid
    • Enterprise : Paid
Professional
$35 /User/Month

Features

  • Includes features of Standard plan, plus
  • Macros
  • SalesSignals
  • Scoring rules : 20 fields/module
  • Assignment rules
  • Email Association with Deals
  • Custom fields : 155 fields/module
  • Custom links
  • Canvas Detailed View : 3 views/org
  • Validation Rules : 5 rules/layout
  • Custom list views : Unlimited
  • Active Blueprints : 3
  • Webhooks per day : 1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)
  • Email Notifications per day : 200 emails/user license, 10,000 emails/day (whichever is lower)
  • Custom reports : Unlimited
  • Custom dashboards : Unlimited
  • Email templates : Unlimited
  • Email relay
  • Zoho CRM for Google Ads
  • Web-to-lead form : 10 forms/module
  • Web-to-contact form : 10 forms/module
  • Web-to-case form
  • Motivator
  • Inventory Management
    • Products
    • Price books
    • Sales quotes
    • Sales orders
    • Invoices
    • Vendors
    • Purchase orders
  • Customer Support
    • Cases
    • Solutions
    • Web-to-case form : 10 forms/module
  • Data Administration
    • 1-200 Users
      • Data storage : 10 GB (5M records approx)
      • Additional Storage per user license : 20 MB
      • Additional data storage : $4/100 MB
    • Above 200 Users
      • Data storage : 10 GB (5M records approx)
      • Additional Storage per user license : 20 MB
      • Additional data storage : $2/100 MB
    • Import data (per batch) : 20,000 records
    • De-duplicate data
  • Security Administration
    • Field-level security
    • Groups : 30
  • API : 500,000 credits/day/org.
  • Integration with Microsoft
    • Plug-in for Microsoft Outlook
  • Integration with Google Workspace
    • Zoho CRM web forms for Google Sites : 10/module
Enterprise
$50 /User/Month

Features

  • Includes features of Professional plan, plus
  • Contextual custom related lists
  • Custom signals
  • Scoring rules : 30 fields/module
  • Email parser
  • Wizards
  • Multiple Scoring Rules : 25 rules/module
  • Custom fields : 300 fields/module
  • Picklist history tracking
  • Web tabs
  • Custom modules : 100 modules (2 modules/user license)
  • Custom buttons
  • Sandbox : Configuration type - 3, Configuration and Data type - 2
  • Page layouts
  • Canvas view : 3 views/user/module
  • Canvas Detailed View : 5 views/org
  • Layout Rules
  • Validation Rules : 10 rules/layout
  • Subforms
  • Translations
  • Approval Process
  • Schedules
  • Active Blueprints : 50
  • Webhooks per day : 1/action 500,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower)
  • Email Notifications per day : 500 emails/user license, 25,000 emails/day (whichever is lower)
  • Review Process
  • CommandCenter
  • Data Enrichment
  • Conversational AI
  • Zia Reminder
  • Best time to contact
  • Macro suggestion
  • Zia Intelligence for Automation
  • Prediction Builder : 2 Prediction models/Org
  • Assignment suggestion by Zia
  • Workflow suggestions by Zia
  • AI for emails
  • Recommendation engine : 1 recommendation model/Org
  • Image Validation : 1 rule/Org
  • Recommendations Notifications : 5 Notifications/Configuration
  • Funnels
  • Target Meter
  • Comparator
  • Cohorts
  • Quadrants
  • Zone
  • Anomaly Detectors (Powered by Zia) : 10 trends Additional 1/user (Maximum 50)
  • Webform Analytics
  • Webform A/B Testing
  • Analytics - Enhancements in Anomaly Component with notifications in Zia
  • Workflow reports
  • Marketing Attribution
  • Customer segmentation
  • Auto-responders
  • Web-to-lead form : 20 forms/module
  • Web-to-contact form : 20 forms/module
  • Web-to-case form : 20 forms/module
  • Case escalation rules
  • Portals
  • Free storage/user license : 1 GB
  • Data Administration
    • 1-200 Users
      • Data storage : 10 GB (5M records approx)
      • Additional Storage per user license : 50 MB
      • Additional data storage : $4/100 MB
    • Above 200 Users
      • Data storage : 15 GB (7.5M records approx)
      • Additional Storage per user license : 50 MB
      • Additional data storage : $2/100 MB
    • Import data (per batch) : 30,000 records
  • Security Administration
    • Reporting Hierarchy
    • Data sharing rules : 15 rules/module
    • Groups : 50
    • Record-level sharing
    • Data Encryption (EAR)
    • Territory management : 150 territories
  • Developers Tools
    • Client Scripts
    • Mobile SDK
    • Web Apps SDK
    • Widgets
    • Connections
    • API : 1,000,000 credits/day/org (1000/user license)
    • Functions : 200,000 credits/day/org (500/user license).
  • Integration with Google Workspaces
    • Zoho CRM web forms for Google Sites : 20/module
Ultimate
$65 /User/Month

Features

  • Includes features of Enterprise plan, plus
  • Scoring rules : 50 fields/module
  • Multiple Scoring Rules : 40 rules/module
  • Custom fields : 500 fields/module
  • Custom modules : 500 modules (5 modules/user license)
  • Sandbox : Configuration type - 7, Configuration and Data type - 3
  • Canvas view : 25 views/org
  • Validation Rules : 25 rules/layout
  • Active Blueprints : 100
  • Webhooks per day : 1/action 1,000,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower)
  • Email Notifications per day : 1,000 emails/user license, 50,000 emails/day (whichever is lower)
  • Prediction Builder : 20 Prediction models/Org
  • Recommendation engine : 10 recommendation models/Org
  • Image Validation : 20 rules/Org
  • Anomaly Detectors (Powered by Zia) : 20 trends Additional 2/user (Maximum 100)
  • Web-to-lead form : 100 forms/module
  • Web-to-contact form : 100 forms/module
  • Web-to-case form : 100 forms/module
  • Free storage/org : 5 GB
  • Free storage/user license : 1 GB
  • Additional file storage : $4 per month per 5GB
  • Data Administration
    • 1-200 Users
      • Data storage : 10 GB (5M records approx)
      • Additional Storage per user license : 100 MB
      • Additional data storage : $4/100 MB
    • Above 200 Users
      • Data storage : 30 GB (15M records approx)
      • Additional Storage per user license : 100 MB
      • Additional data storage : $4/100 MB
    • Import data (per batch) : 50,000 records
    • Free Data backup : 4 backups/month
  • Security Administration
    • Data sharing rules : 100 rules/module
    • Groups : 250
    • Territory management : 250 territories
  • API : Unlimited credits/day/org (2000/user license).
  • Functions : Unlimited credits/day/org (1000/user license)
  • Integration with Google Workspace
    • Zoho CRM web forms for Google Sites : 100/module
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 0 screenshot(s)
Zoho CRM Screenshots
View 4 screenshot(s)
Freshbooks Screenshots
View 9 screenshot(s)

INTEGRATIONS

    NA
  • Leadfeeder
  • Dropbox Business
  • Slack
  • Box
  • Zoho Creator
  • SurveyMonkey
  • Zoho Survey
  • Zoho SalesIQ
  • Google Sheets
  • QuoteWerks
  • Zoho Desk
  • Quickbooks
  • PandaDoc
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Zoho Books
  • Eventbrite
  • Xero
  • Knowlarity
  • Zoho Forms
  • GotoMeeting
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • MailChimp
  • Adobe Sign
  • Zoho Meeting
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Unbounce
  • Zoho Campaigns
  • GoToWebinar
  • GetResponse
  • Google Drive
  • Front
  • Zoho Subscriptions
  • Proposify
  • Shopify
  • Zoho Social
    NA

ALTERNATIVES

Top alternatives to Zoho Books

Zoho One
Zoho One
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Busy
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myBillBook
Freshbooks
Freshbooks
Zoho Inventory
Zoho Inventory

Top alternatives to Zoho CRM

Freshsales
Freshsales
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Zoho Books
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Pipedrive
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Zoho One
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Bigin by Zoho CRM