Discussion....How do these Zoho apps play together and who steps on whom???
I have been trying to decide which Zoho apps would work for us here and I'm having some difficulty. It appears at first I have identified the apps to use....
Creator,
Books,
CRM and
Invoicing.... But it also appears that there are
overlapping features. I need KISS... Don't want 14 different apps.
I know for sure that we need Creator. This will give us our inventory items that we can then use the "relationship" functionality of Creator to do all kinds of really fun and cool things!
I see why we need Books also. In order to give us our bill paying, bank account tracking, Track assets for depreciation everything QB does.... I get that.
I can see the advantages CRM would give us for customer tracking and so forth.
Now..... where do I track an item..... its cost.....its supplier.....the ordering..... the receiving..... Payable for that receivable..... the selling.... tracking the receivable for that selling...... and how about price increases? or complete a year end inventory that would be reflected in accounting?
I like the feature of taking payments in Invoicing.... We are mobile, deliver and accept payment on the spot. But what does Invoicing give us that we can't get in 1,2 or 3 (not sure) of the other apps?
And with that being said why would we really need CRM? It seems like we could do all that in Creator? We don't have a sales force in the field. We only have a few employees. Our customer base is small also under 100 right now.
The biggest most important things right now are inventory tracking, ordering, receiving, selling and BEING MOBILE. WE ARE CLOUD BASED and use our androids and laptop. Very important.
So can some of you more experienced users please comment on the overlapping of features. I don't need the learning curve for duplication.
I'm afraid to ask about Zoho Gadgets!
I know for sure that we need Creator. This will give us our inventory items that we can then use the "relationship" functionality of Creator to do all kinds of really fun and cool things!
I see why we need Books also. In order to give us our bill paying, bank account tracking, Track assets for depreciation everything QB does.... I get that.
I can see the advantages CRM would give us for customer tracking and so forth.
Now..... where do I track an item..... its cost.....its supplier.....the ordering..... the receiving..... Payable for that receivable..... the selling.... tracking the receivable for that selling...... and how about price increases? or complete a year end inventory that would be reflected in accounting?
I like the feature of taking payments in Invoicing.... We are mobile, deliver and accept payment on the spot. But what does Invoicing give us that we can't get in 1,2 or 3 (not sure) of the other apps?
And with that being said why would we really need CRM? It seems like we could do all that in Creator? We don't have a sales force in the field. We only have a few employees. Our customer base is small also under 100 right now.
The biggest most important things right now are inventory tracking, ordering, receiving, selling and BEING MOBILE. WE ARE CLOUD BASED and use our androids and laptop. Very important.
So can some of you more experienced users please comment on the overlapping of features. I don't need the learning curve for duplication.
I'm afraid to ask about Zoho Gadgets!