Customer Focus is solution that includes order management, inventory management, warehousing, CMS, E-mail marketing, CRM, and general accounting functions. E-Commerce web stores are also included in the solution.
$50
# of stores and users
Zoho Books
Score 8.0 out of 10
N/A
Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows.
The vendor offers a 14 day free trial.
$0
For businesses with turnover <50K USD per annum
Pricing
Customer Focus
Zoho Books
Editions & Modules
Standard
$50
# of stores and users
Ultimate
$99
# of stores and users
Free
$0
For businesses with turnover <50K USD per annum
Standard
$15
Per Organization/Month, Billed Annually
Professional
$40
Per Organization/Month, Billed Annually
Premium
$60
Per Organization/Month, Billed Annually
Offerings
Pricing Offerings
Customer Focus
Zoho Books
Free Trial
Yes
Yes
Free/Freemium Version
Yes
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
$249 Site setup and training
$15 Per Organization/Month, Billed Annually
Additional Details
—
Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get a discount.
Today, with a globalized competition and without truce, a company must evaluate and take into account its size, and use this to analyze which of the tools available in the market is more suited to their needs. If it is a small company, you can improve your customer service by incorporating a chat. But a company of national level must evaluate other aspects like: marketing, tastes, preferences, tendencies, etc. To achieve the effective management of relationships with our customers, this technology provides us with effective tools and easy access.
If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.
Facilitates the interaction between the company and customers, through various communication channels, thanks to the storage of information of interest, such as the needs and preferences for products or services.
Access data of interest (about the clients, their histories, products, prices, etc.,) from any place with access to the internet
An extensive knowledge about the clients allows the company to present commercial offers adapted to their needs, so the income is also higher, through a lower sales cycle. The CRM allows to enhance sales and marketing functions.
Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.
Cost is always an element to consider when purchasing a computer solution, both for the purchase of the software and for its maintenance, many forget about the ongoing support costs that come with software.
Many systems are backed up automatically through the cloud or through some other solution, but not all. So there is a good chance that the data will be lost. it is therefore necessary to take the safe backup forecasts in the event of any unforeseen occurrence and cause us an unpleasant surprise.
There is a difference between being served by a real person when making a phone call, to an automated attention system. Sometimes it is good to make the tasks more automatic, but it is also good to have a little personalized help to avoid losing the human value of relationships.
Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error.
The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US.
On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing.
The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math."
It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles.
The software is used by so few people that there is concern that we might never find a skilled bookkeeper.
Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.
The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.
Sales management is based on the management of customer relationships and must be centralized so that its analysis is effective. The data that is collected must be available for the generation of statistics for decision making by the directory. This tool allows us to generate the necessary data to generate results, save time and production cost. The other products did not fit our objectives.
We had a lot of problems with Exact Online, support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.
With the information available, about the clients, the company can know and segment the markets and develop effective and successful marketing campaigns.
With the information the employee can develop more personalized relationships with the client.
This customer service tool facilitated the administrative processes of sales to achieve higher performance and better results in the company.
Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
Flexibility makes Zoho Books great!
Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.
