My biggest issue with Zoho is the integration between Zoho CRM and Inventory/Books. Making sure they are in sync...is basically impossible. Off the top of my head, inventory, taxation and images do not sync at all without breaking significant portions of the standard Zoho workflow. One can see their org chart through the way the two have been put together. The integration makes the entire thing completely unusable, since now it becomes impossible to track products across the sales lifecycle.
The integration journey of Zoho CRM and Zoho Books has been significant. With the Zoho Finance module seamlessly embedded within CRM, accessing Zoho Books is just a click away.
Furthermore, we are actively pursuing enhancements to further streamline the integration between Zoho Inventory and Zoho CRM. Please reach out to us at support[at]zohocrm[dot]com with a detailed list of your concerns. Rest assured, we are dedicated to resolving them promptly.
