With the growth of their business, the client was finding it difficult to keep track of their customers and invoices using spreadsheets. The client decided to move over to Zoho CRM for customer and supplier management, and Xero for accounting. Unfortunately, due to the intricacies of their business, Zoho CRM did not offer them exactly what they wanted, and neither did Xero.
The client was creating invoices through excel spreadsheets, which required a fair amount of effort for each invoice. Furthermore, the spreadsheet was stored locally, which created problems in sharing it. If they wanted to view the account or potential linked to each invoice, they would need to go to Zoho CRM and perform a search. The client wanted their invoices to be done online, and be linked to Zoho CRM (potentials and accounts).
Unfortunately, Zoho CRM was unable to provide the customization in invoices that The client was looking for.
From the invoices generated, the client needed various revenue reports (daily, weekly, monthly, etc) based on “media”, customer, or both. They also needed pie charts and bar graphs to show this incoming revenue.
Xero did not link up with Zoho, so they needed to enter in the same information on two different platforms.