Zoho sheets

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Zoho Books At a Glance Zoho Books offers a free plan and five subscription options that range from $15 per month to $240 per month, billed annually. Not only do the higher-level plans allow for more users and invoices, but they also include advanced features like purchase approvals, vendor portals and custom modules.With Zoho, you can send customized invoices and connect to payment gateways so customers can pay for your products and services online. You’ll also be able to link one or several bank accounts to important transactions and categorize them automatically for fast and easy reconciliation.The dashboard will give you a clear view of your highest expenses, total receivables and payables and sales. You may also create a variety of business reports, such as profit and loss statements, balance sheets and cash flow statements. Plus there’s a tax tool you can use to set a default tax rate, calculate sales tax and file 1099s for contractors.No matter which plan you choose, you can take care of your accounting needs on the go with the Zoho Books app, which is available at the Apple Store or Google Play store. The app will allow you to generate and send invoices, record expenses and receive quick business insights.If you get stuck while using the software, you’ll have access to a variety of support resources. You can call Zoho, send an email

And confusing. You’re spinning your wheels without making progress. You know how powerful Zoho CRM is and what doors will open up once it’s properly working in your business. Imagine the free time you’ll have once Zoho automations take the repetitive tasks off your hands. You’re ready to invest a few hours into understanding Zoho CRM and your setup as long as you know that every bit of energy is a strategic and meaningful step toward gaining control of your business. In fact, you’re already investing time in figuring out Zoho CRM. But free YouTube videos, Zoho Support, and trial and error haven’t gotten you very far. You care about making your business future-proof. How long do you think companies will survive that rely on paper or Excel sheets to manage their business? Digitizing your processes with one of the most powerful CRMs on the market means preparing yourself for the future. You feel confident grabbing your login, knowing that you have 30 days to try out the course. Either you’ll finally get your Zoho setup right and implement the automations you’ve been longing for … or you shoot me a message, and I’ll happily refund your money. If you caught yourself nodding your head to at least three of the points above, then I can’t wait to meet you inside the Zoho CRM Course. I received far more value than I expected. The pace of Lior’s explanation and instruction made understanding very easy as well as enjoyable. I’m looking forward to the future results I’ll get from implementing what I’ve learned as well as increasing my knowledge base THE TRUTH IS... 8 out of 10 business owners reading this will “think about it”, bury this page among 15 other Chrome tabs, and then convince themselves that they can figure out Zoho CRM on their own I’ve seen this happen countless times.They’ll continue to struggle, use Zoho CRM in a mediocre way, and eventually hire a consultant to set it up for them.Not only have they lost time that they could have leveraged to grow their business with automated processes…But they’ll also need to pay a hefty amount of hard-earned cash to a consultant without fully understanding what this person is actually doing in their system.And whenever they need to make a change in Zoho CRM, they’ll have to go back to the consultant and pay even more.I sincerely hope that this isn’t going to be you! I'm giving you all the information and support you need to make Zoho CRM work for you. Take control of your business and be prepared to see it soar. Lior has been the absolute best thing that has happened to our business! Definitely highly recommended!!!! Lior’s energy and insight was very fascinating and positive. He was amazing, outstanding and simply brilliant. We learned so much thanks to his expertise. THANK YOU Lior!!! Looking to automate your business and have the best CRM in the world? Searching for a partner to take you to

Promptly, as soon as the form has been submitted.Altivore GlobaSales teams can now create business proposals in seconds and send them to customers to have them accept/deny instantly, giving our customers a sense of innovation in the process (before that, it was manual intervention where customers accepted proposals by replying to the email sent). That gave our team more time to spend on more valuable projects, rather than spending operational time doing manual tasks.Jessica Lum,Coca-Cola Amatil Fiji LtdRodrigo Ferrer, Altivore Global InvestmentsMore than just approval workflowsYou’re not limited to workflows—you can manage every single aspect of your business processes using Zoho Creator’s workflow automation software. Unlike a manual approval process, Zoho Creator’s workflow automation software ensures efficiency and minimizes errors.Data managementBuild powerful databases online, on your own. Import data from Excel sheets, migrate from MS Access, or choose from prebuilt app templates.Learn moreIntegrationsIntegrate with CRMs, payment gateways, external databases, APIs, and more, in a few steps.Learn moreLegacy modernizationModernize or migrate from your legacy systems with ease.Learn moreCustomized application developmentDevelop and deploy applications tailor-made to your business needs, 10x faster than traditional methods.Learn moreEnterprise-grade securityUtilize built-in end-to-end encryption with cloud-based backup.Learn morePrebuilt applicationsChoose from over 60+ ready-to-use applications to fast-track your digital journey.Learn moreFrequently Asked QuestionsIs Zoho Creator approval workflow software?Not exactly. Zoho Creator is workflow automation software that enables businesses to automate a part, or the whole, of their operational activities by designing custom workflows. It also has everything you need to run a business efficiently—forms, reports, dashboards, and even coding capabilities using custom functions, when needed.How can I create an approval workflow?Creating approval workflow on Zoho Creator is a cakewalk.Click the New Workflow button under the Approvals tab.Select the form and the condition on which you want to trigger the approval workflow.Click the Create Workflow button, choose the approver(s), and you're all set!Bonus: By default, an email alert will be sent to approvals and rejections automatically. You can modify the type of alert, content, and other details as you like.Why is approval workflow important?Approval workflows ensure that the processes are standardized, verified, and adhere to organizational guidelines. This, in turn, reduces errors, speeds up processes, and improves overall transparency and efficiency.Why choose Zoho Creator?We've helped 22,000+ brands create bespoke workflows and improve their end-to-end operations across a variety of industries. With over 25 years of experience in catering to B2B and B2C organizations, we have the best tools in

Offers audio and video call functionality.Connect: Team collaboration software that effectively enables you to create your own social intranet, through which employees can share ideas, send files, discuss issues, make announcements and more. Users can even create internal channels for smaller groups to facilitate private conversations.Google WorkspaceLike Zoho Workplace, Google Workspace boast an impressive array of apps designed to promote workplace productivity, collaboration and communication. We’ve listed the apps below that roughly correspond to those included in Zoho Workplace:Docs: Web-based word processor that, like Zoho Writer, allows for real-time document sharing, editing and collaboration; Google Docs also features a built-in chat functionality so users can discuss ideas as changes are made.Sheets: Cloud-based spreadsheet software that enables you to edit files from anywhere, add collaborators to projects, monitor changes as they occur and uncover valuable data-driven insights.Slides: Online presentation builder with a large library of premade slide designs and commenting, chat and real-time editing capabilities.Drive: Flexible file storage and synchronization service that enables you to organize, access and share files all from a single, secure location.Meet: Enterprise-grade video and voice conferencing platform with Chat and Calendar integration. Google Meet leveraged encryption in transit to secure all video conferences.Gmail: Google’s flagship business email hosting service. Gmail includes a long list of features, including:Recall sent emailEmail forwarding/routingActive syncEmail aliasesGroup email aliasesDomain aliasSmart ComposeEmail notificationsScheduled emailsAutomatic sign out from multiple devicesEmail snoozingOffline accessibilityPasscode and expiration date for sensitive emailsUnlike Zoho Workplace, which rolls calendaring and notes into its webmail hosting service, Google Workspace breaks those capabilities out into their own separate apps, Calendar and Keep. As its name implies, Calendar is an online shared calendaring tool that integrates with Gmail, Drive, Contacts, Sites and Meet and enables you to share calendars. Keep is a note-taking service that facilitates team collaboration by enabling employees to share notes, lists, photos, audio and drawings, all in real time.Chat: An instant messaging platform that enables you to have one-on-one or group conversations and to share files and tasks across Google Docs, Sheets and Slides. Chat also integrates with Gmail, so you can simultaneously have multiple conversations across multiple channels.Currents: Internal enterprise communication platform designed to facilitate group discussions, support content management, break down silos and help employees stay connected.Although Google Workspace doesn’t have a social intranet app like Zoho Workplace, it more than makes up for that by featuring a number of other apps that you can’t find in Zoho, including:Forms: Survey administration software that enables you to create custom forms for surveys and questionnaires by selecting from multiple questions, reordering questions using drag-and-drop functionality and customizing values.Sites: No-code development platform that enables you to choose from a large library of themes to create intelligently optimized websites.App Script:

Crystal Reports Competitors starts at $495 per license Crystal Reports is an on-premise querying and reporting software that is installed on the Windows platform. This solution enables the user to write customized reports from various data sources, display KPIs, an... Crystal Reports 43 Competitors and Alternatives 1. Logikcull Logikcull Best for: Small, medium and large size businesses Price: starts at $395 per matter/month Oct 31, 2024 Compare Logikcull Vs. Crystal Reports Logikcull is a cloud-based legal management software for small to large law practice related companies. Its key include drag and drop upload, automatic OCR (using ABBYY), privileged detection, and rendering to PDF, custom slip-sheets, bulk tag or even cull in a single click, and more. 2. Stimulsoft Stimulsoft Best for: Small, medium and large size businesses Price: starts at $799.95 per year Oct 29, 2024 Compare Stimulsoft Vs. Crystal Reports Stimulsoft is a cloud-based business intelligence solution for small to large companies. Its key features include data source connectors, drag and drop, drill-down reporting, financial reporting, sales reporting, and schedules and automated reporting. 3. Zoho Analytics Zoho Analytics Best for: SMBs Price: starts at $24 per 2 users/month Oct 31, 2024 Compare Zoho Analytics Vs. Crystal Reports Zoho Analytics is a business intelligence reporting software that does the market intelligence tracking for you. Through the use of algorithms that target only the most relevant information, your company will be able to figure out those new trends. Then it will create feasible plans and will help yo... 4. Concordance Concordance Best for: Small, medium and large size businesses Price: Oct 28, 2024 Compare Concordance Vs. Crystal Reports Concordance is an on-premise document management and an electronic discovery solution that assists in the management of projects, collaborations, and sharing information around the world. With the software, a user can identify, organize, as well as analyze case-critical information. 5. Logi Analytics Logi Analytics Best for: Small, medium and large size businesses Price: starts at $16,000 per year Oct 31, 2024 Compare Logi Analytics Vs. Crystal Reports Logi Analytics is a cloud-based and on-premise embedded analytics platform that provides interactive data visualization tools

Automated bank feeds, which help you reconcile transactions quickly and accurately. You can also benefit from its time tracking capabilities, allowing you to manage billable hours effectively. Additionally, Zoho Books offers comprehensive financial reporting, giving you insights into your business's financial health.Integrations include PayPal, Stripe, Square, Zoho CRM, Zoho Projects, G Suite, Slack, Office 365, Zapier, and Mailchimp. LEARN MORE ABOUT ZOHO BOOKS: Acumatica is a cloud-based ERP software designed for small to mid-sized businesses, offering advanced financial management solutions. It's ideal for industries like manufacturing, distribution, and retail, focusing on financial operations. Why I picked Acumatica: Acumatica excels in cloud ERP integration, providing connectivity across various business functions. With features like multi-entity accounting and flexible deployment options, it caters to diverse business needs. Its real-time data access and user-friendly interface also enhance financial decision-making, making it a standout option for businesses seeking to scale processes.Standout features & integrations:Features include customizable dashboards that provide real-time insights into your financial data. You can also benefit from automated tax calculations, which help reduce manual errors. Additionally, it offers detailed audit trails, ensuring transparency and accuracy in your financial records.Integrations include Salesforce, Microsoft Power BI, Avalara, Shopify, HubSpot, DocuSign, Magento, Adobe Sign, Smartsheet, and Microsoft Teams. LEARN MORE ABOUT ACUMATICA: SoftLedger is a cloud-based accounting software designed for businesses that require real-time financial updates. It serves industries like finance, real estate, and cryptocurrency, providing essential financial management functions. Why I picked SoftLedger: Real-time updates are crucial for businesses that need current data, and with SoftLedger, users gain access to consistently improved data. The software also provides automated consolidations, which help financial processes across multiple entities, and cryptocurrency accounting processes. With these features, SoftLedger is a unique choice for companies looking for up-to-date financial insights.Standout features & integrations:Features include flexible reporting options that allow you to customize financial reports to suit your needs. You can also benefit from its multi-entity management, which helps manage financials across different branches. Additionally, the software offers automated workflows, reducing the need for manual intervention.Integrations include QuickBooks, Xero, Stripe, Coinbase, Plaid, Twilio, Slack, Amazon Web Services, Google Sheets, and