LocaliQ is a marketing platform that helps businesses attract and retain ideal customers with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services.
N/A
Zoho Books
Score8.8 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.
Zoho offers a 14 day free trial.
$20
per month
Pricing
LocaliQ
Zoho Books
Editions & Modules
No answers on this topic
Free
$0
For businesses with turnover <50K USD per annum
Standard
$20
per month per org
Professional
$50
per month per org
Premium
$70
per month per org
Offerings
Pricing Offerings
LocaliQ
Zoho Books
Free Trial
Yes
Yes
Free/Freemium Version
Yes
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
LocaliQ offers both self-serve and premium solutions.
LocaliQ’s free, self-serve experience provides access to Free Website Grader, Free Inbound Call Recorder, Chatbot (free and $9.99/month options available), Scheduling Technology (free and $9.99/month options available), and Listings solutions ($9.99/month and $14.99/month options available).
For LocaliQ's premium solutions, users are partnered with a LocaliQ expert to create the best marketing plan for their businesses that utilizes a full suite of marketing products.
Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get a discount.
LocaliQ is well-suited, in our experience, for B2B marketing and, specifically, hyper-targeted and personalized marketing efforts. The geofencing capability is excellent at helping us deliver messages literally to the doorsteps of our target prospects. The proprietary software they use for this targeting is worth the money, and their reps, specifically Nikki Rowell and Sarah Pena, are fantastic and delightful people to work with. The only scenario that was slightly underwhelming was LinkedIn. Their tools don't deliver any additional value to LinkedIn ad campaigns, so it's not worth paying LocaliQ to run these campaigns; we can run them ourselves, which doesn't require much effort. That is just a small downside. We are extremely pleased with LocaliQ and their whole team.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
ThriveHive is a smaller marketing team dedicated to helping small to medium sized businesses perfect their marketing messages. ThriveHive is particularity good at understanding how Google, and other search engines work, and have been instrumental in helping my company to grow and evolve.
With ThriveHive, you get a dedicated coach who is matched to your type of business. This experience with similar businesses gives your coach a better understanding of your business and the challenges your company faces.
My coach is very good at responding to my needs within 1 to 2 business days. Email contacts are fluent and as often as I need, to discuss ideas or questions. I can only speak of my relationship with my coach, and I am very pleased.
I feel that ThriveHive makes every effort to take excellent care of their clients, and makes you feel like you are their most important customer. I definitely believe that this is one of ThriveHives' greatest assets.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
LocaliQ could improve how it tracks and reports on customer journeys across those channels to provide a clearer view of ROI.
The pricing structure is not fully transparent, making it hard to understand the true costs associated with campaigns. Breaking down the fees associated with LocaliQ would make budgeting easier.
LocaliQ is able to provide basic ad creative, but there tends to be a disconnect between our brand voice and what is expected with creative. It would be nice to be able to get all design work within LocaliQ rather than have to use and outside designer all the time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
Overall usability pretty good. If we would have gotten better return on our advertising dollar I would have continued with them - their dashboard was very easy to use and the recaps they provided were helpful. They try to put data in bite-sized pieces for the client that are understandable (unlike google's reporting page itself which can be a bit difficult to understand at times). Their team was friendly, semi-responsive, and provided explanations when requested
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
LocaliQ is more economical that marketing agencies we've used in the past. Our dollar goes farther. We've also used services from phonebook providers that were getting into the online advertising field. At the time, it was just being introduced so the reps knowledge on the topic was quiet limited.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As mentioned prior, their ability to utilize and maximize our resources so that we receive the best results on all avenues of marketing and advertising. We see better lead generation, brand recognition and top of mind awareness due to LocaliQ efforts
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info