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Zoho CRM Synchronizes Customer and Inventory Data; Integrates with Asterisk, Avaya, Elastix, and Trixbox Telephony Systems (PBX)

  • Zoho CRM for QuickBooks: Synchronize contacts, vendors, invoices, sales orders, products, and quotes information between Zoho CRM and QuickBooks
  • Zoho PhoneBridge™: Log call details and view key contact details including name, telephone number and email address in a screen pop-up during a call
  • A video tour of Zoho CRM for QuickBooks is available at https://www.youtube.com/watch?v=tG9eYTATdGI.
  • A video tour of Zoho PhoneBridge is available at https://www.youtube.com/watch?v=3UddilfRVCE.

PLEASANTON, Calif.--(BUSINESS WIRE)--Helping people work online, Zoho today announced Zoho CRM gains new integrations with QuickBooks and telephony systems. Zoho CRM for QuickBooks gives SMBs and other users a convenient, automated way to synchronize customer data between the two applications. Similarly, Zoho PhoneBridge lets users integrate Zoho CRM with telephony systems to better manage all telemarketing activities, pre-sale prospecting to post-sale support. A video tour of the Zoho CRM for QuickBooks integration is available at https://www.youtube.com/watch?v=tG9eYTATdGI. A video tour of Zoho PhoneBridge is available at https://www.youtube.com/watch?v=3UddilfRVCE.

"We believe in the value of contextual product integration, both within the Zoho suite as well as with third-party applications," said
Raju Vegesna, Zoho evangelist.

"When performing a task, users want to transparently move from one step to the next, regardless of how many applications it takes to perform that task. Zoho CRM for QuickBooks and Zoho PhoneBridge make it easy for people in accounting departments and contact centers to tap the customer data found in Zoho CRM."

Zoho CRM for QuickBooks

Zoho CRM for QuickBooks helps users synchronize customer data between Zoho CRM and QuickBooks. Transferring customer data helps organizations maintain complete and up-to-date customer information, reduce duplicate data entry, and maintain consistency. Zoho CRM for QuickBooks lets users import, export, or synchronize data either manually or automatically. A Zoho Show of Zoho CRM for QuickBooks is available at https://show.zoho.com/public/ponpavitra.jothi/Zoho%20CRM%20for%20QuickBooks.

Highlights of Zoho CRM for QuickBooks include:

  • Synchronize customers and suppliers data between Zoho CRM and QuickBooks;
  • Import and export contacts, vendors, invoices, sales orders, products, and quotes to and from Zoho CRM;
  • Resolve conflicts while synchronizing data;
  • Set up field mapping for standard and custom fields; and
  • View history of data transfers.

Zoho PhoneBridge

Zoho PhoneBridge lets telemarketers, sales reps, and customer support agents leverage contact data in Zoho CRM to more effectively engage customers and prospects in all cold calling, outbound, and inbound call activities. By storing all customer communications in Zoho CRM, users have a complete history of the customer's interaction with the organization. A Zoho Show of Zoho PhoneBridge for CRM is available at https://show.zoho.com/public/gopal/Zoho%20PhoneBridge%20for%20CRM.

Zoho PhoneBridge supports all stages of customer engagement with the following highlights:

  • Automatically display key contact details – including name, telephone number and email address - as a screen pop-up during a call;
  • Instantly capture and log all call details, including notes added during the call;
  • One-click outbound dial facility; and
  • Support for PBX systems from Asterisk, Avaya, Elastix, and Trixbox.

Pricing and Availability

Zoho CRM for QuickBooks and Zoho PhoneBridge are available immediately. Pricing for Zoho CRM for QuickBooks is $25 per organization per month. Zoho PhoneBridge is priced at $6 per user per month.

For more information on Zoho, please visit www.zoho.com and watch "What is Zoho?" To get breaking Zoho news, visit and subscribe to the RSS feed at https://blogs.zoho.com, and follow the company on Twitter at @zoho and on Facebook at www.facebook.com/zoho.

Additional Zoho Resources

About Zoho

Zoho is a comprehensive suite of online productivity, collaboration and business applications for businesses of all sizes. Over eight million users rely on Zoho apps. Zoho's productivity and collaboration applications include Email Hosting, Document Management, Office Suite, Project Management and more alongside a host of business applications ranging from CRM and Campaign Management to Customer Support, Accounting and more. These applications are offered directly via Zoho.com or through hundreds of partners in the Zoho Alliance Partner Program. For more information about Zoho, please visit https://www.zoho.com/.

Zoho is a division of Zoho Corp., a privately-held and profitable company, which also provides IT Management Software (ManageEngine with over 70,000 customers) and a Network Management Suite (WebNMS with 25,000 Tier 1 carrier deployments). With U.S. headquarters in Pleasanton, CA and offices in Austin, Chennai, London, Tokyo and Beijing, Zoho Corp. serves the technology needs of millions of customers worldwide. For more information about Zoho Corp., please visit www.zohocorp.com.

All brand names and product names are trademarks or registered trademarks of their respective companies.

Tags: Zoho, online applications, CRM software, contact center solution, customer management, telephony, PBX integration, contextual integration, QuickBooks, finance, CTI, computer telephony

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