Streamline operations and unlock new potentials with Zoho Billing and Zoho CRM

A synergy that enhances your ability to generate potential, close deals, create invoices, and customize subscription plans faster and smoother.

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What can you do with this integration?

Enhance communication between your sales and operations team with up-to-date information.
Streamline billing processes, reduce duplicate efforts, and save time and resources.
Get a holistic view into a customer's journey from being a potential lead to a loyal customer.
Create and manage subscriptions easily in Zoho CRM.

How does this work?

Configuring the modules in Zoho Billing | Zoho Billing

Configuring Zoho CRM in Zoho Billing

Select and map the fields and modules in your Zoho Billing account for which you wish to sync data to your Zoho CRM account.

Managing billing process from Zoho CRM | Zoho Billing

Handling billing through Zoho CRM

Once done, you get to easily access your contacts from Zoho Billing, manage subscriptions, associate potentials, and more from CRM and vice versa.

Integrate, innovate, elevate

Create invoices from Zoho CRM. | Zoho Billing

Create invoices easily

Enhance your workflow by allowing your sales team to generate invoices without leaving Zoho CRM, enabling faster invoice generation for a smooth and efficient workflow.

Create, upgrade, downgrade, and cancel subscriptions easily. | Zoho Billing

Effortless subscription management

Manage your customers' subscription life cycle easily. Onboard, upgrade, downgrade, cancel, or renew customer subscriptions straight from Zoho CRM.

Get insights into a customer's journey | Zoho Billing

Get instant customer overviews

Stay in the known when it comes to your customers with a consistent flow of information between the systems. Get instant access to customer subscriptions, deals, and communication.

Associate potentials with customers to close deals faster | Zoho Billing

Pitch the right deal at the right time

Get holistic insights into your customers' journey through Zoho CRM to tailor prices and plans and associate them to your customers' in Zoho Billing to make offers they can't pass on.

Why Zoho Billing?

From managing one-time invoices and subscriptions to handling payments and generating 50+ reports, Zoho Billing is the perfect go-to solution designed to simplify all your complex billing needs.

Implement billing strategies that suit your business.
Automate and collect payments with ease.
Get data driven insights to be on top of your game.

Zoho Billing home screen with dashboards | Zoho Billing

See what customers have to say

We love the seamless flow of customer informationfrom Zoho CRM to Zoho Billing, and vice versa. Whenever we get inquiries from customers on their billing, our team can look up those details within CRM; this a huge time saver.

Stefan Eichenberger,

Co-founder & Managing Director, mylokalesuche GmBH

"We needed a recurring billing system that is flexible, powerful, and integrated with all our other business platforms. Zoho Billing was our solution. It's intuitive, simple to use, and reliable."

Joseph Hwang,

CEO, Goji Systems

Enhance your efficiency by staying informed 24/7.
Start with Zoho Billing today.

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