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Create expense reports in Zoho CRM

More time selling, less time reporting expenses!
Expense reports for Zoho CRM accounts.

What is Zoho Expense?

Zoho Expense is an online expense reporting software that simplifies every stage of expense recording.

Scan receipts to automatically create expenses, streamline the approval process, and take control of your business expenditures.

Connect your accounts

Connecting your Zoho Expense and Zoho CRM accounts is simple.Generate a key, enter it in, and watch your accounts sync, all in a few minutes.

Record expenses in Zoho CRM

The perfect combo for your sales team. Capture a lead in CRM, and capture the related expenses right there. Avoid the need for two systems.

Capture expenses and submit expense reports in Zoho CRM

Your expenses are less likely to pile up if you submit them regularly. Do it with the tool you frequently use. Submit the expense reports soon after you capture the expenses.

Know how much you
spent on acquiring customers

With Analytics in Zoho Expense, see how much you spend on each account and optimize your spending patterns to acquire new customers.

Auto-sync all Zoho CRM users

Too many users in Zoho CRM to manually invite to Zoho Expense? Enable Auto-sync to update the users in Zoho Expense automatically every 24 hours.

Get a personalized demo from our experts

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Puma has been using Zoho Expense in Oceania for over 3 years and our users have found the web interface and the phone apps to be feature rich and always improving.The look and feel is modern and pleasing to the eye. 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.

Mark Hawkins

Director, Operations PUMA SEA

We started using Zoho Expense across our whole IFFCO group for Travel and Expense Management as one of the key aspects to keep control on spends. It was a challenge to manage employee spend and expense reporting across our multiple office locations with disparate solutions. We found Zoho Expense as a very powerful and flexible tool which allows us to accommodate many different expense policies and compliances in respect to many different countries' regulations.

Jaroslaw Pietraszko

Director ERP & Digital Transformation, IFFCO Group

The Zoho Expense team has provided us with the best features—especially the receipt auto-scan, which eases our expense reporting journey with its mobile functionality. Our employees use Zoho Expense and its features extensively, particularly the mobile app. Above all, with the Zoho Analytics integration, we always get the insights we need with multiple dashboards to analyze our business spend. We’re one of those happy customers who are looking forward to seeing many new features and integrations within the application.

Amit Rai

CHRO, Tata Play Fiber

Rated by the best

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