In a dynamic business landscape, brands rely on accounting tools and apps for more streamlined invoicing and financial management. Using accounting and CRM tools offers real-time insights into economic transactions. This benefit allows businesses to manage cash flow better, track expenses, and generate invoices efficiently. Two of the most popular accounting software are Zoho and Quickbooks, and many have been deliberating on which one to use. This Zoho vs Quickbooks review will end that confusion now.
Zoho Overview
Zoho has been in the industry for over 25 years, building products and integrating Silicon Valley trends. The company strives to create products that solve business problems, discover opportunities, and anticipate needs. Since launching 25 years ago, Zoho has made over 55 products.
The drive to build such unique products comes from the passion to help business owners through choice and value. That said, instead of an acquisition, Zoho builds the products themselves. The company invests in product development and customer support.
Zoho Top Features
Zoho is a private company with more than one million users worldwide. Why? It’s because of these products, features, and benefits!
Zoho CRM
Zoho’s CRM tool will help you increase your sales pipeline by 65 percent. It’s so effective that it also transformed brand leads to real prospects by 60 percent. Zoho CRM offers robust automation features, personalized solutions, comprehensive analytics, and more. You may also integrate Zoho CRM with more than 800+ apps.
Using Zoho’s CRM tool offers a myriad of benefits. Apart from a user-friendly platform, the CRM tool has dedicated migration, training, and deployment programs. It also provides an extensive developer platform for more customized usage.
Additionally, Zoho is also an excellent accounting platform due to these accounting tools:
- Track receivables and get paid on time. Create quotes and invoices and monitor receivables.
- Send and create estimates
- Send invoices partially, per project phase, or recurring invoices
- Enjoy the Transaction Matching feature, where Zoho matches payments with invoices for an accurate record of accounts
- Zoho Billing allows you to streamline billing processes and generate insightful business reports
- Use Zoho’s Billing tool to manage one-off invoicing processes to complex billing scenarios
- Provide your customers with a smoother checkout process with PCI-compliant hosted pages
SalesIQ
This is your all-in-one digital customer engagement tool to connect with website visitors. It supports your marketing, sales, and customer service departments and even lets you include a live chat feature.
RouteIQ
Wondering how to create those sales funnels quickly? Zoho’s RouteIQ helps marketers and business owners develop sales route plans within seconds! These route plans are based on appointments, distance, drop-ins, etc., to give you a more accurate funnel.
Bigin
Bigin is one of Zoho’s accounting tools that helps with support tickets, order delivery, onboarding, customer testimonials, contracts, sales deals, etc.
Zoho Bookings
You may also use Zoho Bookings to schedule appointments. Whether you want customers or your team to schedule meetings, Bookings lets them easily choose an availability.
Forms
Zoho offers a robust form builder for free. You can use this tool to gather crucial data and use the data for more personalized marketing campaigns. You can create functional forms with customizable themes and templates. These forms also offer a simple and dynamic user interface with more than 30 field types for more accessible orders, queries, feedback, etc.
Sign
You can also go paperless through Zoho Sign, an electronic digital signature solution that turns around documents faster!
Pricing:
Zoho’s plans come with free trials with no credit card required. Zoho also offers flexible contracts with no lock-ins!
- Standard ($14/user/month)
- Professional ($23/user/month)
- Enterprise ($40/user/month)
- Ultimate ($52/user/month)
QuickBooks Overview
Another accounting and CRM tool option is QuickBooks. If you can’t decide on Zoho vs Quickbooks, read this Quickbooks overview, features, and pricing guide.
QuickBooks is a straightforward accounting tool for small businesses. This tool can customize invoices, track expenses, create and run reports, monitor insights, and more.
Developed by Intuit in 2002, QuickBooks products are made for small and medium-sized businesses. The company offers on-site and cloud-based accounting services that range from payments to payroll.
To date, Quickbooks are not widely used by wholesalers, manufacturers, contractors, nonprofit organizations, retailers, professional service firms, etc.
QuickBooks Top Features
QuickBooks offers powerful accounting tools that make life easier for entrepreneurs and accountants. With QuickBooks, you’ll free up more time and organize your payments and finances.
Here are some top QuickBooks features and benefits:
Invoicing
You don’t have to worry about invoice deliveries and delays because QuickBooks helps you send better invoices. You’ll get paid faster by turning estimates into invoices in one click. Use progress invoicing to split amounts for more significant projects.
Expenses
You can take control of your expenses in one place through effortless organization, import expenses, and monitor deductions. You don’t have to worry about tax season, as QuickBooks tailors your tax categories.
VAT
You can also track VAT in seconds with QuickBooks. Automatically track and calculate VAT using QuickBooks’s pre-filled tax rates, especially if you’re from the Philippines. However, you can also easily set up and edit the tax rates. Additionally, you no longer have to do manual data entry. Save your business receipts and attach them to transactions for a more transparent liquidation.
Inventory
Another crucial feature of QuickBooks is online inventory management. As a business owner, you know how time-consuming conducting inventory is. With QuickBooks, you can organize your products in categories and prices with images. You can also automatically calculate each product sold using FIFO (first-in, first-out).
Insights
Last but not least, QuickBooks offers financial reporting software for smarter insights. This lets you comprehensively view your business’s performance with one click. You can also create and share financial reports to make an informed decision.
