This webinar was conducted on 16th March 2016. Watch the recording below:
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 estimates 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 Client 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 Client Portal
Collaborating with customers
Getting customer feedback online
Varun Singh is the product marketing manager for Zoho Books. He specializes in SEO, lead generation and conceptualizing social media campaigns.
My accountant was able to log in and file my tax returns last tax season and that is a big one for me. He did agree with me that Zoho Books works.
Zoho Books is far better than Quick Books. You can customize it to fit your needs and it integrates with other Zoho apps. We map costs for customers from Zoho Projects to Zoho Books and track it in Zoho CRM.