Zoho Integration CRM and Datisa

Data Synchronization:

The integration facilitates two-way synchronization of information between Zoho CRM and Datisa, allowing data such as contacts, customers, products, invoices and orders to be updated in both systems.

This ensures that relevant customer information is available in Zoho CRM for sales teams, and that sales records or orders generated in the CRM are automatically reflected in Datisa for accounting and logistics management.

Order and Invoice Management:

Orders generated in Zoho CRM They can be integrated directly with Datisa to create invoices and manage the accounting process automatically.

This helps businesses avoid data duplication, reduce manual errors, and save time by automatically transferring sales information from Zoho CRM to the Datisa billing system.

Inventory Update:

Inventory updates in Datisa can be reflected in Zoho CRM, allowing sales teams to know product availability in real time.

This is particularly useful for companies that manage stock and want their sales teams to have access to up-to-date inventory information to efficiently offer products and manage orders.

Financial Process Automation:

By integrating Zoho CRM With Datisa, you can automate financial processes such as generating budgets and sending invoices.

Additionally, financial data such as payment balances and accounts receivable information can be viewed from within Zoho. CRM, allowing sales and administration teams to be aligned in managing customer accounts.