Zoho Books Overview
This is a summary of the comprehensive capabilities and benefits of Zoho Books based on over 2450 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Zoho Books, Scoro, Paymo, ARXivar NEXT, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Zoho Books is right for your needs? Our Cuspera AI engine can evaluate how Zoho Books fits your specific business needs, industry, and context. Get your personalized assessment report today.
Zoho Books supports business activities such as:
- Proposal & Quote Management
- Workflow Management
- Collaboration
- Billing And Invoice Management
- Contact List Management
Zoho Books can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Enter New Markets Internationally Or Locally, Scale Best Practices, etc. As a solution, Zoho Books's capabilities include Dashboard, Recording, Templates, etc.
Zoho Books was founded in 1996. Marketing and Advertising Vertical is its biggest customer base.
Reviews
"...The layout, quotes, invoices, automation, reports......" Peer review by Ansar S., CEO, Legal Services
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Zoho Books solved their Revenue Management needs. Cuspera uses 2450 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Zoho Books.
Use Cases
Peers recommend Proposal & Quote Management , Workflow Management , Collaboration , as the business use cases that they have been most satisfied while using Zoho Books.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Proposal & Quote Management |
3.97/5 ★ |
"...The layout, quotes, invoices, automation, reports......" Peer review by Ansar S., CEO, Legal Services |
| Workflow Management |
4.61/5 ★ |
"...Zoho Books is online accounting software that manages your finances, keeps you GST compliant, automates business workflows, and helps you work collectively across departments. ..." Online Accounting Software - GST India |
| Collaboration |
4.95/5 ★ |
"...Easy to customize, collaborate, integrate, manage, secure and us...." Peer review by Mukesh Varghese |
| PEER EXPERIENCES | |
|---|---|
| Proposal & Quote Management |
3.97/5 ★ |
"...The layout, quotes, invoices, automation, reports......" Peer review by Ansar S., CEO, Legal Services |
|
| Workflow Management |
4.61/5 ★ |
"...Zoho Books is online accounting software that manages your finances, keeps you GST compliant, automates business workflows, and helps you work collectively across departments. ..." Online Accounting Software - GST India |
|
| Collaboration |
4.95/5 ★ |
"...Easy to customize, collaborate, integrate, manage, secure and us...." Peer review by Mukesh Varghese |
|
32+ more Business Use Cases
Our AI advisor, Wyz, harnessed 2450 insights from peers and experts to help you assess how these Zoho Books use cases fit your Revenue Management needs.
Frequently Asked Questions(FAQ)
for Zoho Books
What is Zoho Books used for?
What are the top features of Zoho Books?
Who uses Zoho Books?
What are Zoho Books alternatives?
Where is Zoho Books located?
Popular Business Setting
for Zoho Books
Top Industries
- Marketing and Advertising
- Information Technology and Services
- Computer Software
Popular in
- Small Business
- Mid Market
- Large Enterprise
Peers used Zoho Books to Enhance customer relationships and Acquire customers
Zoho Books Alternatives
Peer and Expert Opinion on Features
for Zoho Books
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Dashboard | Read Reviews (64) |
| Recording | Read Reviews (47) |
| Templates | Read Reviews (46) |
| Personalization | Read Reviews (24) |
| Alerts: popups & Notifications | Read Reviews (17) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Dashboard | Read Reviews (64) |
| Recording | Read Reviews (47) |
| Templates | Read Reviews (46) |
| Personalization | Read Reviews (24) |
| Alerts: popups & Notifications | Read Reviews (17) |
IT and Other Capabilities
for Zoho Books
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (221) |
| Data Import | Read Reviews (479) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (221) |
| Data Import | Read Reviews (479) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (13) |
| Phone Support | Read Reviews (10) |
| Chat Support | Read Reviews (13) |
| 24/7 Support | Read Reviews (295) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (13) |
| Phone Support | Read Reviews (10) |
| Chat Support | Read Reviews (13) |
| 24/7 Support | Read Reviews (295) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (39) |
| Custom Reports | Read Reviews (426) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (39) |
| Custom Reports | Read Reviews (426) |
Software Failure Risk Guidance
?for Zoho Books
Overall Risk Meter
Top Failure Risks for Zoho Books
Vendor Profile Details
HQ Location
4141 Hacienda Drive, Pleasanton, California 94588, USA
Employees
1001-5000
Social
Financials
PRIVATE
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