Resources » Case Studies » Accounting
The video below from Zoho explains how Accounting businesses can make use of integrated Zoho business software such as Zoho CRM and Zoho Campaigns to assist with services such as bookkeeping, auditing and tax filing.
Zoho CRM can be used of course to manage the lead and customer base for any Accounting company:
- Capturing new leads from the business website contact form
- Lead conversion management
- Storing contact data, business related fields, financial information and so on.
- Email templates for repetitive accounting processes
- Workflow alerts based on time triggers such as tax return dates etc.
However, Accountants also need to keep their clients up to date on industry trends and their services, as well as sending reminders to clients about tax filing dates and so on.
This can be done in the form of newsletters and automated reminders, using Zoho Campaigns email marketing software, that just so happens to be integrated to Zoho CRM!
Try Zoho CRM and/or Zoho Campaigns in your business, for free.
We are so confident you will like Zoho's cloud business software we even offer a free Zoho Setup Service, so you can get started and check out the software for free for a trial period, without the need for credit card details or any kind of obligation on your part!
If you are wondering whether Zoho CRM can be integrated to existing third party accounting software, the chances are that it can via the Zoho CRM API, or one of the many 'connectors' that are available - just set up the connection, pay a monthly fee and start.