Zoho Billing information in CRM
We have started the process of shifting across to Billing and part of the rationale was we wanted our sales and support team to have better visibility over who was behind on their billing, etc.
Given there is a native integration I just presumed this was part of the integration. We previously used Hubspot/Chargebee and that integration let us do exactly that.
Is this something you guys are looking at?
At this stage my plan is to create a custom module in CRM for invoices and to use Flow/Automations to update it, but that's a massive pain in the neck for something I would have thought would be an intrinsic part of the value of using both platform.
Is this something you guys are looking at?
At this stage my plan is to create a custom module in CRM for invoices and to use Flow/Automations to update it, but that's a massive pain in the neck for something I would have thought would be an intrinsic part of the value of using both platform.
Or am I missing something?
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What's New in Zoho Billing - February 2024
Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with PlansZoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing
Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,Introducing: SMS notifications via Zoho Subscriptions
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