What do you like best?
1. It is extremely easy to configure
2. It is affordable
3. Its implementation is fast
4. It displays information in a way that helps people in the company to understand finances
5. I LOVE the Mobile APP
6. The online Chat feature is immediate and very helpful
7. The Customer Portal is a wonderful tool for them to understand what is happening
8. People learn to use it very quickly
9. I can have access to Images of invoices, checks and other documents very quickly
10. The Company is very innovative, offering permanent updates and improvements. I like that
What do you dislike?
1. The money conversion (i use both USD and local currency) sometimes is not accurate. Whenever we transfer money from a USD account to a local currency account, we have differences (maybe its due to the fact that the conversion rate is around 0.00018018 (maybe zoho should extend the decimals). One USD equals to 5550 PYG (my currency)
2. The customization of forms (i.e. invoice, purchase order, etc) works, but could be simpler
3. There are still things to be integrated to ZOHO CRM (i.e. the invoices only have one way integration). I should be able to integrate my invoices directly from ZOHO CRM (right now, even though that i have an existing Invoice in Zoho CRM, i am required to create a NEW Invoice in Zoho Books)
Recommendations to others considering the product
The implementation must be promoted by the Company Leaders, it must be communicated as a Company Goal.
What business problems are you solving with the product? What benefits have you realized?
1. I manage 100% of my company`s finances using ZOHO BOOKS
2. My business associates can have IMMEDIATE ACCESS to our Finances
3. Since its a Cloud Based System, i don't need any servers or local IT services
4. My relation with customers runs smoother, since the automatic invoicing tools does the collecting process
5. I have an accurate vision of our financial health