What users are saying about
59 Ratings
2 Ratings
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Score 9 out of 100
59 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

Customer Focus

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.
Marlon Seijas | TrustRadius Reviewer

Zoho Books

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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Online Storefront

Customer Focus
9.2
Zoho Books
Product catalog & listings
Customer Focus
9.0
Zoho Books
Product management
Customer Focus
9.0
Zoho Books
Bulk product upload
Customer Focus
10.0
Zoho Books
Branding
Customer Focus
9.0
Zoho Books
Mobile storefront
Customer Focus
9.0
Zoho Books
Product variations
Customer Focus
9.0
Zoho Books
Website integration
Customer Focus
10.0
Zoho Books
Visual customization
Customer Focus
9.0
Zoho Books
CMS
Customer Focus
9.0
Zoho Books

Online Shopping Cart

Customer Focus
9.0
Zoho Books
Checkout user experience
Customer Focus
9.0
Zoho Books

eCommerce Marketing

Customer Focus
8.0
Zoho Books
Personalized recommendations
Customer Focus
9.0
Zoho Books
SEO
Customer Focus
7.0
Zoho Books

eCommerce Business Management

Customer Focus
9.0
Zoho Books
Shipping
Customer Focus
9.0
Zoho Books
Custom functionality
Customer Focus
9.0
Zoho Books

Customization

Customer Focus
Zoho Books
7.4
API for custom integration
Customer Focus
Zoho Books
7.4

Security

Customer Focus
Zoho Books
8.4
Single sign-on capability
Customer Focus
Zoho Books
8.9
Role-based user permissions
Customer Focus
Zoho Books
7.9

Reporting & Analytics

Customer Focus
Zoho Books
8.3
Dashboards
Customer Focus
Zoho Books
8.1
Standard reports
Customer Focus
Zoho Books
7.7
Custom reports
Customer Focus
Zoho Books
9.0

General Ledger and Configurable Accounting

Customer Focus
Zoho Books
7.9
Accounts payable
Customer Focus
Zoho Books
7.7
Accounts receivable
Customer Focus
Zoho Books
7.7
Cash management
Customer Focus
Zoho Books
7.9
Bank reconciliation
Customer Focus
Zoho Books
7.3
Expense management
Customer Focus
Zoho Books
8.0
Time tracking
Customer Focus
Zoho Books
7.4
Multi-currency support
Customer Focus
Zoho Books
8.6
Regulations compliance
Customer Focus
Zoho Books
7.5
Self-service portal
Customer Focus
Zoho Books
8.6

Inventory Management

Customer Focus
Zoho Books
8.7
Inventory tracking
Customer Focus
Zoho Books
8.6
Automatic reordering
Customer Focus
Zoho Books
8.9

Order Management

Customer Focus
Zoho Books
8.0
Pricing
Customer Focus
Zoho Books
7.8
Order entry
Customer Focus
Zoho Books
8.5
Credit card processing
Customer Focus
Zoho Books
8.5
Cost of goods sold
Customer Focus
Zoho Books
7.2

Pros

Customer Focus

  • 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.
Marlon Seijas | TrustRadius Reviewer

Zoho Books

  • 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.
Nathan Sichilongo | TrustRadius Reviewer

Cons

Customer Focus

  • 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.
Marlon Seijas | TrustRadius Reviewer

Zoho Books

  • 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.
Mike James | TrustRadius Reviewer

Usability

Customer Focus

No score
No answers yet
No answers on this topic

Zoho Books

Zoho Books 2.0
Based on 2 answers
Super easy to use!
Brandy Perez | TrustRadius Reviewer

Support Rating

Customer Focus

No score
No answers yet
No answers on this topic

Zoho Books

Zoho Books 1.0
Based on 1 answer
The people are great. They follow the party line when working with us. There is clearly no intent to provide integration to the employee expenseThere is no intent to make the bank reconciliations system work in a manner consistent with US Accounting principles. There is no intent make the payroll system one that can easily cut a paycheck. Which brings up the fact that adjusting the printing on a check is very laborious and you only get close. You cannot get perfect
Mike James | TrustRadius Reviewer

Alternatives Considered

Customer Focus

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.
Marlon Seijas | TrustRadius Reviewer

Zoho Books

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.
Mike Koolwijk | TrustRadius Reviewer

Return on Investment

Customer Focus

  • 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.
Marlon Seijas | TrustRadius Reviewer

Zoho Books

  • 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.
Cedric Haynes | TrustRadius Reviewer

Screenshots

Customer Focus

Pricing Details

Customer Focus

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$249*

* Site setup and training

Customer Focus Editions & Modules

Edition
Standard$501
Ultimate$991
  1. # of stores and users
Additional Pricing Details

Zoho Books

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Zoho Books Editions & Modules

Edition
Basic$9
Standard$19
Professional$29
    Additional Pricing Details
    Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get two months off (Basic - $90, Standard - $190, Professional - $290)

    Rating Summary

    Likelihood to Recommend

    Customer Focus
    9.0
    Zoho Books
    7.7

    Usability

    Customer Focus
    Zoho Books
    2.0

    Support Rating

    Customer Focus
    Zoho Books
    1.0

    Add comparison