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Description

Experience a comprehensive platform designed to address all your back office requirements. Zoho Finance Plus encompasses a wide range of tools, from invoicing and order management to accounting, enabling you to enhance the efficiency of your back office tasks. You can generate professional invoices, automatically send payment reminders, and process online payments effortlessly with Zoho Invoice. Each application within the Zoho Finance ecosystem is meticulously crafted to work in tandem, ensuring that any information inputted in one app is instantly updated across all others, keeping your data consistently accurate. When sales representatives create quotes and orders in one module, these details are immediately accessible to other teams, facilitating prompt order fulfillment, customer invoicing, and payment collection. As businesses increasingly adopt subscription models, the Zoho Finance Suite provides a robust recurring billing solution, effectively merging it with conventional accounting practices. Additionally, Zoho Expense streamlines your reimbursement approval process, making it easier for teams to manage expenses efficiently. Overall, Zoho Finance Plus offers an integrated approach to managing your financial operations seamlessly.

Description

Zoho Marketing Automation helps businesses manage and automate their entire marketing journeys from lead generation to revenue. It unifies data, supports multichannel engagement across email, SMS, WhatsApp, social media, and webpages, and simplifies campaign creation with a drag-and-drop builder.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zoho Books Yes 
Box No 
Eventbrite No 
Facebook No 
GoTo Webinar No 
Google Drive No 
LinkedIn No 
MessageMedia No 
Rootle No 
SMS-Magic No 
Salesforce No 
Sugar Sell No 
SurveyMonkey No 
Zendesk No 
Zoho Analytics No 
Zoho Billing Yes 
Zoho Commerce No 
Zoho Creator No 
Zoho Marketing Plus No 
Zoho Recruit No 

Integrations

Zoho Books Yes 
Box Yes 
Eventbrite Yes 
Facebook Yes 
GoTo Webinar Yes 
Google Drive Yes 
LinkedIn Yes 
MessageMedia Yes 
Rootle Yes 
SMS-Magic Yes 
Salesforce Yes 
Sugar Sell Yes 
SurveyMonkey Yes 
Zendesk Yes 
Zoho Analytics Yes 
Zoho Billing No 
Zoho Commerce Yes 
Zoho Creator Yes 
Zoho Marketing Plus Yes 
Zoho Recruit Yes 

Pricing Details

$149 per month
Free Trial Yes 
Free Version No 

Pricing Details

$19 per month
Zoho Marketing Automation follows three pricing plans. Standard Plan is priced at 19 USD, Premium Plan is priced at 29 USD, and Enterprise Plan is priced at 59 USD for 1000 contacts per month.

If billed annually, Standard Plan starts at 14 USD, Premium Plan at 22 USD, and Enterprise Plan at 44 USD for 1000 contacts per month.
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/us/financeplus/

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/marketingautomation/

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Billing and Invoicing

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

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Shopping Cart

Abandoned Cart Saver No 
Catalog Management No 
Credit Card Processing No 
Discount / Coupon Management No 
Inventory Control No 
Product Configurator No 
Product Ratings / Reviews No 
Refund Management No 
Returns Management No 
Shipping Management No 
Tax Management No 

Subscription Management

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

Product Features

Customer Journey Mapping Tools

Action Management Yes 
Attribution Modeling Yes 
Behavioral Analytics Yes 
Collaboration Yes 
Customer Profiles Yes 
Data Import / Export Yes 
Predictive Analytics No 
Surveys & Feedback Yes 
Templates Yes 

eCommerce Marketing

AB Testing No 
Abandoned Cart Email Yes 
Analytics / ROI Tracking Yes 
Customer Data Profiles Yes 
Dynamic Content Yes 
Email Marketing Yes 
Email Personalization Yes 
Facebook Ads No 
Google Ads No 
Product Recommendations No 
Push Notifications No 
Retargeting No 
SMS Marketing Yes 
Search Marketing No 
Segmentation Yes 
Signup Forms & Popups No 
Social Marketing Yes 
Triggered Emails Yes 
Website Visitor Tracking Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Lead Capture

Business Card / Badge Scanning Yes 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution No 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Generation

Contact Discovery No 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking Yes 

Marketing Analytics

A/B Testing Yes 
Campaign Management Yes 
Channel Attribution Yes 
Customer Journey Mapping Yes 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking Yes 
Social Media Metrics Yes 
Website Analytics Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Marketing Planning

Budgeting & Forecasting Yes 
Collaboration Yes 
Flowchart No 
Goal Setting / Tracking Yes 
Marketing Calendar Yes 
Media Planning No 
Predictive Analytics No 
Presentation Tools No 
Project Tracking No 
Spend Management Yes 

Personalization

A/B Testing Yes 
Abandoned Cart Saver Yes 
Account Based Marketing No 
Behavioral Targeting Yes 
Campaign Segmentation Yes 
Content Analytics Yes 
Contextual Targeting Yes 
Customer Profiles Yes 
Experience Management Yes 
Recommendation Engine No 
Website Personalization Yes 

Web Analytics

Campaign Management Yes 
Conversion Tracking Yes 
Form Analytics Yes 
Goal Tracking Yes 
Keyword Tracking No 
Multiple Site Management Yes 
Pageview Tracking Yes 
Referral Source Tracking Yes 
Site Search Tracking No 
Time on Site Tracking Yes 
User Interaction Tracking Yes 

Alternatives

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