Customer Portal: A smarter way to share, collaborate, and deliver.

Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting quotes approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner.

Well, Zoho Books can offer some relief to weary business owners. Learn how the Zoho Books Customer Portal can take tasks off your plate and even enhance your customer relationships.

Here's what we'll cover in this 30 minute webinar:

Introduction to the Customer Portal
Collaborating with customers
Empowering customers
Getting customer feedback online

SPEAKER BIO

Varun Singh is the product marketing manager for Zoho Books. He specializes in SEO, lead generation and conceptualizing social media campaigns.

What's next

Here's what our customers are saying about us

I switched from QuickBooks to Zoho Books because it's incredibly user-friendly. Zoho Books has simplified our financial processes, especially with features like inventory management integrated with CRM. The platform is well-crafted and efficient, perfect for our small company. Plus, their customer service is fantastic. I trust Zoho Books.

Mathew O'Brien

ECM MEDIA LLC
Creating quotes, acquiring signatures, processing payments, and reporting revenue and taxes has gone from slow and arduous tasks to effortless tasks! Zoho Books does everything its counterparts do but is more customizable. Their customer service team goes above and beyond and is almost always available, all at a fraction of the cost compared to its competitors.

Justin Kase Conder

JKase Inc, USA