CRE Software: Zoho CRM Payment Integration

Process Payments in a Snap: Zoho CRM Payment Integration

zoho crm payment integration

Managing a field services or construction business requires you to be diligent with invoicing and collecting customer payments. Accurate record-keeping is essential to success.  Complementing your existing CRE software solutions, the Zoho CRM payment integration makes accepting payments from customers easier than ever before!

Is the Zoho CRM payment integration the same as Zoho Subscriptions, Books, and Invoice apps?

Although all three of Zoho CRM’s standard finance apps process payment they do so outside of your existing CRM.  This requires you to juggle multiple windows for every transaction, adding time to your payment processing.

When you’re looking to process payment quickly and directly within your existing CRM, there’s no better option then the Zoho CRM Payment Integration.  All payments are processed in one window, ensuring accuracy and reducing time spent completing each transaction.

Let’s do a side by side comparison to see how they stack up.

Zoho Subscriptions Zoho Books Zoho Invoice Zoho CRM Payment Integration
  • Standard  Zoho CRM finance app
  • Monitors transactions
  • Keeps track of company revenue
  • Shows trends over time
  • Excellent option for when you do not require other Zoho CRM apps (i.e.: Subscription based businesses)
  • Processes payment outside of your CRM
  • Standard  Zoho CRM finance app
  • Creates Sales Orders
  • See invoices, estimates, etc.
  • Email function allows you to send your customers a copy of their completed transactions
  • Processes payment  outside of your CRM
  • Standard  Zoho CRM finance app
  • Creates your estimates and invoices with ease directly in your Zoho CRM
  • Processes payment outside of your CRM
  • Customized design by ZBrains
  • Processes credit card payment directly within your Zoho CRM
  • Century Business Solutions partnership
  • Process refunds and voids
  • Custom Payments Zoho module for viewing all transactions, just like your processing gateway
  • Sync to QuickBooks Desktop or Online

zoho payment integration

Custom solution built for your specific Zoho platform

Designed by ZBrains, the Zoho CRM payment integration offers you a completely customized, integrated tool that is personalized to your field services or construction business. It achieves faster payment collection by allowing you to safely store client credit card information, while eliminating unnecessary steps in the payment process.  So that you can get paid faster!

Interested in the Zoho CRM payment integration but not sure how this will work with your existing CRE software solutions?

You will continue to use your existing CRE software to oversee the day to day project management details of your field service and construction business.  The Zoho credit card payment integration will work within your existing Zoho CRM software Sales Order and Invoice modules.

zoho payment integration

3 Ways the Zoho CRM Payment Integration Will Save You Time:

  1. Faster payment processing – Credit card transactions are now processed directly within your Zoho CRM.
  2. Detailed payment logs make it faster than ever to search for past transactions, sales orders and invoices – This makes answering customer inquiries regarding payments seamless.  Simply use the search feature to locate the relevant payment.
  3. Email receipts – No more printing off receipts and mailing them out to clients.  Digital receipts will be sent to your customers with the click of a button. If a customer misplaces their receipt, no problem. Simply search for that transaction and email them another copy for their records.

Get started!

Don’t wait around with your current payment acceptance process.  Enjoy all the benefits of the Zoho CRM payment integration, including peace of mind that you have the most well-oiled payment-taking machine in the business on your side.  Give us a call at (888) 207-4111 or use this form to contact us and we’ll show you a free demo.