Daily Exchange Rate Update For Zoho CRM

The currency extension automatically updates exchange rates in Zoho CRM, eliminating manual currency updates.
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Features

Features

Convenient Rate Comparison

Easily to compare exchange rates.

Automated Updates

Updates currency exchange rates in Zoho CRM.

Base Currency Variability

The exchange rates shall vary depending on the base currency.

Comprehensive Exchange Rates

Live and historical exchange rate for 150+ currencies.
Prerequisites

Prerequisites

  1. You must be the Zoho CRM's super admin.
  2. Zoho CRM Enterprise edition or higher is required.
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

  1. Global Sales and Transactions
    • Businesses dealing with international clients or customers can automatically update exchange rates, ensuring that all sales transactions are accurately converted to the local currency without manual intervention.
  2. Accurate Financial Reporting
    • Automatically updated exchange rates help finance teams generate accurate financial reports, ensuring that profits, losses, and expenses are calculated based on real-time currency values.
  3. Multi-Currency Support
    • Companies operating in multiple countries can manage their sales, purchases, and invoices in different currencies. The extension ensures that currency conversion rates are always up-to-date, providing accurate data for reports and forecasts.
  4. Improved Customer Billing
    • Automatically updating exchange rates allows businesses to send accurate invoices to customers in their preferred currency, ensuring fair pricing based on the current market rates.
  5. Enhanced Decision-Making
    • By always having the latest exchange rates, businesses can make more informed decisions regarding international investments, pricing strategies, and expansion plans.
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.
$5.00
FEATURES
Everything in our free plan plus....
Access to basic features
Remote Assistance
Technical support
Call Support
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Basic plan

Yearly plans offer significant savings.
$60.00
FEATURES
Everything in our free plan plus....
Access to basic features
Remote Assistance
Technical support
Call Support
Pay Now
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