Organization? setup / cross app integration
Hi everyone,
I'm new to Zoho and 1 day in and I'm completely baffled. My small company is looking to use Zoho for: CRM, Books, and Invoice. My confusion stems from each app asking for my company information and I can't seem to find a way to setup a company umbrella and then access the apps within that organization. Is that how it's suppose to work? Once i've accessed each app they don't seem to play well with each other, I can't use the accounts I create in CRM to send invoices to through Invoice - am I missing something? I appreciate any help/suggestions, but would love it if someone
could give me a simple high level step by step for setting up and integrating these tools.