Home/Compare/Zoho Books vs Zoho CRM
Updated on: November 28, 2020

Zoho Books vs Zoho CRM

89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Zoho CRM CRM Software
(6699 Ratings)
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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
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
(6699 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. ..read 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. ..read more

Features

Accounts Payable

Accounts Receivable

Bank Reconciliation

Billing and Invoicing

CPA Firms

Call Logging

Cash Management

Collections

Contact Management

Customer Support

Expense Tracking

Fixed Asset Management

General Ledger

Lead Scoring

List Management

Marketing Automation

Multi-Currency

Payroll

Product Catalog

Project Accounting

Project Management

Purchasing

Quotes (Proposals)

Referral Tracking

Revenue Recognition

Spend Management

Tax Management

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Pleasanton, CA - 94588 / +1 (888) 900-9646

Pleasanton, California / +1 877-834-4428

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

Basic Plan
$90 /Year

$90 Per Organization Per Year billed Annually

$9 Per Organization Per Month billed Monthly

Features

  • 50 Contacts
  • 2 Users (1 user plus 1 Accountant)
  • 5 Automated Workflows
  • Bank Reconciliation
  • Custom Invoices
  • Expense Tracking
  • Projects and Timesheets
  • Recurring Transactions
  • Sales Approval (New)

Add-ons

  • Additional User :
    • $2 per Month billed Monthly
    • $200 per Year billed Annually
  • Snail Mails : $2 per Credit
  • Auto-scans : Buy 50 Scans per Month ($5 per Month or $50 per Year)
Standard Plan
$190 /Year

$190 Per Organization Per Year billed Annually

$19 Per Organization Per Month billed Monthly

Features

  • 500 Contacts
  • 3 Users (2 users plus 1 Accountant)
  • 10 Automated Workflows per Module
  • Includes Features of Basic Plan, plus
  • Bills
  • Vendor Credits
  • Reporting Tags
  • Purchase Approval (New)
  • Includes features of Add-ons
Professional
$290 /Month

$290 Per Organization Per Year billed Annually

$29 Per Organization Per Month billed Monthly

Features

  • Unlimited Contacts
  • 10 Users
  • 10 Automated Workflows per Module
  • Includes Features of Standard plan, plus
  • Purchase Order
  • Sales Order
  • Inventory
  • Custom Domain
  • Includes features of Add-ons
View Price Page
Free
Free

Features

  • Free for 3 Users
  • Leads
  • Documents
  • Mobile apps
Standard
$18 /User/Month

Features

  • Includes features of Free plan, plus
  • Scoring Rules
  • Workflows
  • Multiple Pipelines
  • Mass Email
  • Custom Dashboards
Professional
$30 /User/Month

Features

  • Includes features of Standard plan, plus
  • SalesSignals
  • Blueprint
  • Web-to-Case Forms
  • Validation Rules
  • Inventory Management
Enterprise
$45 /User/Month

Features

  • Includes features of Professional plan, plus
  • Zia AI
  • CommandCenter
  • Canvas
  • Multi-user Portals
  • Advanced Customization
  • Mobile SDK & MDM
Ultimate
$55 /User/Month

Features

  • Includes features of Enterprise plan, plus
  • Advanced BI - bundled with Zoho Analytics
  • Enhanced Feature Limits
View Price Page

SCREENSHOTS

Zoho Books Screenshots
View 17 screenshot(s)
Zoho CRM Screenshots
View 4 screenshot(s)

INTEGRATIONS

    NA
  • Office 365
  • Slack
  • Zoho Creator
  • SurveyMonkey
  • Zoho Survey
  • Zoho SalesIQ
  • Zoho Desk
  • Quickbooks
  • PandaDoc
  • Zapier
  • ClickDesk
  • Zoho Projects
  • PieSync
  • Eventbrite
  • Xero
  • Knowlarity
  • Zoho Forms
  • Zoho Cliq
  • ActiveCampaign
  • MailChimp
  • Zoho Meeting
  • Constant Contact
  • Unbounce
  • Zoho Campaigns
  • GoToWebinar
  • GetResponse
  • Front
  • Shopify
  • Zoho Social

ALTERNATIVES

Top alternatives to Zoho Books

Quickbooks
Xero
Wave
Freshbooks
Sage Accounting (Sage One)

Top alternatives to Zoho CRM

HubSpot CRM
Salesforce
Bigin by Zoho CRM
Pipedrive
SugarCRM