Mapping Zoho Subscription Plans and Products to CRM and Books

Mapping Zoho Subscription Plans and Products to CRM and Books

We have products that are one time products and subscription products.  

1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate copy created in CRM for the purposes of being able to use it in an opportunity.

2) The "Product->Plan" hierarchy does not map into Items in books.   i.e., when a customer is charged on a subscription bases, there is no way to get reports in Books that would be sales by Items.    The charge is simply synced to Books as an invoice with a description.  (Product and Plans needs map to items in Books).

Perhaps I am missing something here, but I would assume our use case is very common.  

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