Blog tagged as Zoho Books

CRM integrates emails, calls, and social media to track every customer interaction, preventing over-contact and enabling thoughtful engagement. It also gives businesses a complete view of customer activity to personalise marketing at scale.

The last thing you want to do is jeopardize your business image just because your invoices aren't pretty looking. Craft your invoices to fit your brand, this is where you include your personal touch. Zoho Invoice comes with a gallery of beautiful templates for you to choose from.

This step-by-step guide shows how to accept Payex, a Malaysian payment gateway, directly through Zoho Books invoices. Customers pay via a 'Pay Now' link, while payments and fees are automatically recorded under Payex Settlement in Banking — no manual entry needed.

This article identifies cost concerns, resistance to change, and past failed attempts as the three biggest roadblocks to digital transformation in Malaysian businesses. It recommends a phased approach, executive support, a transformation champion, and strong employee buy-in to overcome them.

Businesses still relying on Excel miss out on the automation modern accounting software provides. Look for expense tracking, billing and invoicing, mobile access, and automation — all core strengths of Zoho Books.