Zoho Books and Projects invoicing integration and Zoho CRM
***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits.
I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team
And I have noticed the following:
1) Customers from Books does not follow across with Projects, at all, even with a sync with CRM
2) Invoices cannot carry across from either Books or Projects.....why?
3) Tasks cannot carry across from Books to Projects after the new project is created in Books
4) Projects created from CRM cannot be applied to Zoho Books
with that in mind, I am trying to find the best way to manage the existing workflow to minimise double handling, please see steps below:
***NB*** This workflow illustrates process only, it does not account for application
1) Customer requests quotation for installation project, quotation provided via Zoho CRM (using Zoho Books plugin) - Person responsible: Sales Rep.
***quote is listed in Zoho Books to be sent to the customer for progress payments by the customer (i.e. deposit)***
2) Customer Accepts estimate, triggers project creation in Zoho Projects/Books
3) Project tasks added (zoho projects), sync with zoho books
4) Timesheet added in zoho projects, sync with zoho books for final billing, invoices generated in Zoho Books
the aim is to sergregate Sales, Install and Accounts personnel to CRM, Projects and Books respectively. Please see attached snapshots for clarity.
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