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Measure ROI on business travel cost with Zoho Expense and Zoho CRM integration
Quantify your business travel returns, compute customer acquisition costs, and plan budgets for sales expenses accordingly.
Key benefits
Capture and submit business travel expenses directly from Zoho CRM
Auto-sync customers, contacts, and users
Derive customer acquisition costs accurately
Identify spend patterns on deals
Never miss out on recording another
expense on your sales deals
Sync customers, contacts, and users
Zoho CRM auto syncs all accounts, contacts, and users with Zoho Expense. When a user is created in Zoho CRM, it automatically becomes a user in Zoho Expense.
Convenient expense reporting for sales teams
Sales team members can directly record expenses from their cards as well as mileage expenses, and associate them to the particular deals, contacts, and accounts right within Zoho CRM.
Analyze spending patterns
Run reports to find expenses versus closed deals and expenses versus lost deals to calculate customer acquisition costs. Create custom dashboards to keep a tab on all expenses done by sales teams.
Track ROI from all deals
Capture expenses from start to finish to track profitability and ROI for particular deals or campaigns. Get an accurate cost spent per lead after marketing costs and optimize your spending patterns to acquire new customers.
Ready to try the
Zoho Expense integration?
What else does Zoho Expense have to offer?
say about us
For our accounting team, the integration between Zoho CRM, Zoho Books and Zoho Expense helps keep track of the entire sales and expense cycle in a single system and removes the redundancy of entering key information multiple times manually. Everything can be associated and allocated without getting lost in separate systems.
Puma has recently expanded the usage of Zoho Expense to multiple new regions around the globe, and throughout, the Zoho team has been extremely supportive to the unique requirements of each region and helped to make the onboarding experience painless.
what made us go with Zoho Expense is the fact that it comes integrated with Zoho Books. Our finance team doesn't have to re-enter the expenses in Zoho Books. All approved expense reports automatically appear in Zoho Books without a single click
Zoho Expense is a constantly evolving software that can be customized to the needs of the customer, and suitable to businesses of all sizes. Especially for the APAC market which is diversified in terms of language and different currencies.
