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SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.Zoho Invoice Integrations
It's easy to connect Salesmate.io + Zoho Invoice without coding knowledge. Start creating your own business flow.
– Integration of Salesmate.io and Zoho Invoice – Integration of Salesmate.io and Zoho Invoice is done for the benefit of the users. When a client places an order, Salesmate generates an invoice. The client can download this invoice as a pdf document from the Salesmate account. Afterward, the client can log onto his/her Zoho account and request a PDF invoice through his/her Zoho Invoice account. If the client is satisfied with the work that has been done by Salesmate, then they can pay via their Zoho account by paying the invoice amount in the Zoho Invoice account. Once payment has been made, Zoho Invoice generates an invoice receipt which can be downloaded by the client. This procedure makes the whpe process of billing and receiving payments much easier for both the client and the service provider.
– Conclusion – Integration of Salesmate.io and Zoho Invoice is beneficial for both parties invpved, i.e., client and Salesmate.io. For the client, he/she would not have to worry about creating invoices manually or filing them in order to create his/her accounting records. The whpe process of invoicing is automated when he/she logs into his/her Zoho account after receiving the invoice from Salesmate.io. For the service provider, integration of Salesmate.io and Zoho Invoice also has its benefits. For example, when the client pays via his/her Zoho account, he/she can choose to pay in batches or one time payment for the services rendered by the service provider. Also, when the client pays via their Zoho account, it is much easier for the service provider to keep track of his/her cash flow because he/she no longer needs to wait for cash payments in order to receive his/her money. Since there are no delays in payment processing, it also speeds up the entire business transaction process.
The process to integrate Salesmate.io and Zoho Invoice may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.