Auto Update Exchange Rate for Zoho CRM

Support

Frequently asked questions

Everything you need to know about the product and billing.

Is there a free trial available?

Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.

Can I change my plan later?

Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.

What is your cancellation policy?

We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.

Can other info be added to an invoice?

At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.

How does billing work?

Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.

Use Cases

‍Accurate Sales Forecasting and Reporting in Multicurrency Environment
- Sales teams in global businesses can struggle with fluctuating exchange rates, leading to inaccurate revenue projections and reporting.‍
Real-Time Revenue Tracking Across Multiple Regions
- A company selling products internationally needs to track revenue in various currencies and update values accurately in its main reporting currency.
‍Enhanced Customer Quotations with Current Exchange Rates
- Sales reps often provide quotes to customers in different currencies and need the most accurate exchange rate to ensure profitability.
‍Simplified Billing and Invoicing for International Clients
- Billing clients in various currencies can lead to discrepancies if the exchange rates are not up-to-date, especially for recurring invoices.‍
Streamlined Accounting Integration with Real-Time Rates
- Many organizations use Zoho CRM alongside an accounting system like Zoho Books, where accurate currency values are necessary for synced transactions.‍
Improved Inventory Management for Multinational Product Pricing
- Businesses that maintain a global inventory need to monitor product costs across different currencies and update CRM inventory records accordingly.‍
Consistent Partner and Vendor Pricing Adjustments
- Companies with global suppliers and partners require dynamic currency updates to maintain fair and accurate pricing for goods or services exchanged.
‍Enhanced Analytics and Decision-Making for Financial Teams
- Financial analysts rely on accurate, real-time data in CRM for decisions on budgeting, planning, and financial forecasting.

Pricing

Plans that fit your scale

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Basic plan

Flexible monthly pricing options available.

$10.00

FEATURES

Everything in our free plan plus....

Access to basic features

Remote Assistance

Technical support

Call Support

Pay Now

Basic plan

Yearly plans offer significant savings.

$120.00

FEATURES

Everything in our free plan plus....

Access to basic features

Remote Assistance

Technical support

Call Support

Pay Now

Integrations

Get more value from your tools

Connect your tools, connect your teams. With over 100 apps already available in our directory, your team’s favourite tools are just a click away.

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Auto Update Exchange Rate for Zoho Books

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