This feature is currently available for organizations in the EU DC and will be rolled out to other data centers in phases. 

Managing customer relationships and having control of your financial operations go hand-in-hand in a business ecosystem. But that's not the case for businesses who have to juggle between multiple disconnected tools. Finance teams work in isolation, relying on manual data entry to keep CX systems up to date, leaving significant room for human error.

Capabilities added in the upgrade  

Invoice and Accounting

1. Create and send invoices
   
2. Track payments, record partial payments and receive payments online
   
3. Track expenses, manage payments to vendors
   
4. Apply GST and file GSTR (for Indian customers)
   
5. Generate and print bills
   

Expense Management  

1. Scan receipts and record expenses automatically
   
2. Self-serviced platform for travel booking and management
   
3. Manage corporate card expenses throughout the organization
   
4. Analyze expenses and spending for every activity in detail through extensive reports
   
5. Functions as a central travel desk to assist employees in planning itineraries and getting them approved
   

Subscription Management  

1. Automated renewals and customizable billing cycles(varying billing frequency)
   
2. Acts as a customer self-service portal to manage bills, subscriptions, and payments
   
3. Customize plans, pricing models, and transaction documents to suit different businesses and their strategies.
   
4. Use multi-language capabilities to tailor conversations with customer, and expand to new market segments
   
5. Reduce customer churn by sending timely renewal and payment reminders, and focus on customer satisfaction within the product
   

Inventory Management  

1. Accurate stock tracking to ensure optimal stock levels and meet customers' needs
   
2. Calculate inventory value and give alerts when stock runs low
   
3. Manage and track stock movement across multiple warehouses
   
4. Create and manage online and offline sales orders
   
5. Stay updated on inventory performance and get a complete overview on sales of each item
   

Payments Management  

1. Accept and manage payments received and sent via multiple payment methods including UPI, debit/credit cards, bank transfers, and offline/in-store.
   
2. Create customizable payment forms to receive payments and complete transactions without any coding
   
3. Create and manage automatic and recurring payment mandates and subscription billing
   
4. Handle company payroll, employee/vendor reimbursements and refunds securely
   
5. All these finance applications along with CRM, support and marketing applications will provide a unified ecosystem to manage and run your business on Zoho CRM Plus.
   

To access the applications    

1. Click your profile icon in the top-right corner of your dashboard and click Admin Panel.
   
2. On the left panel, click Marketplace and all the finance applications will be listed here.
   
   
   
   
3. Click Try now next to the application you want to try for the first time.

Important terms and conditions for the upgrade

1. This upgrade can work differently for different organizations based on what tools you already use, licenses and other factors.   
   
2. The finance applications are not provided by default in CRM Plus, they can be opted for if required from the Marketplace.
   
3. The license of the applications are not a part of the bundle, and have to be purchased separately.
   
4. Once you enable a finance application inside the CRM Plus suite, you can use it for a 15-day trial period.
   
5. The required edition and add-ons for a finance application can be purchased and managed through the CRM Plus subscription page.
   
   
   
   
6. Availability of features in individual applications depends on the edition and add-ons you purchase. 
   

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