Running your accounting separate from your CRM opens your business up to a world of confusion and fear of an audit. You want to be certain that no money is lost in your business. For example, when a vendor requests payment, you need to know if this transaction is justified. And when you have inventory, your transactions need to affect your inventory levels accordingly.
In this section, you’ll learn how your business can benefit from using a proper money cycle. Find out how the after-sale process works, how to track your money, and how to work with products, purchase orders, sales orders, and invoices in Zoho CRM.