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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A logistics CRM or transportation CRM software serves as a centralized hub for managing customer relationships, enhancing both the presales and post-sales processes to elevate the service quality provided by the sales and customer service teams while standardizing their operations. Additionally, it facilitates freight quote management for logistics and transportation services utilized by various shipping companies, accommodating multiple tariffs and metrics such as payload, TEU, weight, volume, and units. This system enables the seamless sending of quotes via email in diverse formats and currencies, complete with detailed tariffs and personalized layouts. Built on the Dynamics CRM platform, it empowers businesses to concentrate on their core activities, implement a standardized workflow in the sales process, and ultimately drive sales growth while ensuring customers receive appropriate support, leading to a more productive sales team overall. Moreover, this software contributes to streamlining communication and fostering stronger customer relationships, resulting in enhanced operational efficiency across the board.

Description

Zoho Billing is an all-in-one billing and revenue management platform for the entire quote-to-cash process, serving businesses from startups to large global enterprises. One platform, every billing model It natively supports one-time invoices, recurring billing, subscription management, usage monetization and project billing. A single invoice can combine a subscription plan, project hours, a setup fee, and tracked usage — no manual collation needed. Subscriptions and payments The full subscription lifecycle is automated: free trials, upgrades and downgrades with proration, mid-cycle changes, renewals, grandfathering, and cancellation workflows. Dunning sequences retry failed payments via fallback methods to recover at-risk revenue. Real-time dashboards surface MRR, ARR, churn, and customer lifetime value. Zoho Billing connects with Stripe, PayPal, Razorpay, and more, supports multiple currencies, and includes PCI DSS-compliant checkout and a self-service customer portal. Usage-based billing It provides support for metered, pay-as-you-go, tiered, volume, and prepaid credit models let businesses charge for modern consumption types — inputs, messages, actions, and outcomes. Automation, AI, and compliance CPQ turns approved quotes into invoices without re-entry. Workflow automation handles invoice generation, approvals, and event-triggered communications. AI surfaces anomalies, forecasts revenue, and summarizes reports, alongside Zia, a conversational billing agent. GST, VAT, US sales tax, e-invoicing, and localized templates support compliance for global teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

2Checkout No 
Authorize.Net No 
Avalara No 
Freshsuccess No 
Google Analytics No 
Google Workspace No 
LeadMaster No 
Microsoft 365 No 
Microsoft Outlook No 
PayPal No 
Slack No 
Stackreaction No 
StarfishETL No 
SuccessGuardian No 
Upollo No 
Worldpay No 
Zoho Books No 
Zoho Creator No 
Zoho RPA No 
Zoho Sites No 

Integrations

2Checkout Yes 
Authorize.Net Yes 
Avalara Yes 
Freshsuccess Yes 
Google Analytics Yes 
Google Workspace Yes 
LeadMaster Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
PayPal Yes 
Slack Yes 
Stackreaction Yes 
StarfishETL Yes 
SuccessGuardian Yes 
Upollo Yes 
Worldpay Yes 
Zoho Books Yes 
Zoho Creator Yes 
Zoho RPA Yes 
Zoho Sites Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25 per month
Standard - $25 per organization / per month (billed annually)
Premium - $59 per organization / per month (billed annually)
Enterprise - Custom
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MAEIL

Founded

1999

Country

Lisboa

Website

transportersystems.com/crm-logistics-transports.html

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/billing/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing No 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management No 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management Yes 
Usage Tracking/Analytics Yes 

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