Build a relationship with your customers
Zoho Books' integration with Slack tells you when your customers have accepted or declined Quotes, viewed invoices, or made payments. You and your team can follow up with your customers at the right time.
What is Zoho Books?
Zoho Books is a cloud based accounting software that helps you craft beautiful invoices, track income and expenses, automates workflow, and connects with Zoho CRM, Expense, Subscriptions and Inventory.
LEARN MOREOnline accounting and messaging for your team
Receive notification in Slack about your customer's activities. You and your team can reach out and engage customers at crucial stages of a business transaction.
Know when an invoice is viewed
Zoho Books tells you when your customer has viewed an invoice, quotes or a retainer invoice that you sent.
Discuss Quotes without lengthy emails
Get notified when a customer accepts or declines an quotes. When they add comments to discuss quotes, you can respond immediately to close the deal.
Remind customers to pay you on time
Monitor upcoming due dates for invoices or overdue invoices with notifications.
Finish each transaction on a nice note
Keep track of each payment you receive from your customers. Send them a nice thank-you note or request a review of your services.
All it takes is a few simple steps to add Zoho Books to Slack
Log in to your Zoho Books account. Select the organization for which you would like to receive related notifications in Slack.
Click on the Settings button (Gear Icon) found on the top right-hand side corner of your screen.
Select 'Integrations' and click on 'Other Apps' and click on the 'Add to Slack' button.
Add Zoho Books to Slack today
Make an online connection with your customers and stay on top of your accounting.
