Empower your finance team to make smarter decisions

Streamline financial operations, improve accuracy, and unlock revenue growth with a CRM built for finance teams.

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Use real-time data to accelerate decision-making

Finance teams handle revenue tracking, compliance, and financial planning. Yet they often struggle with fragmented data, manual processes, and delayed information. With Zoho CRM for Everyone, your finance team gets real-time access to customer data, deal values, and financial insights—all in one place. This means faster revenue tracking, smarter financial planning, and a direct impact on your company’s bottom line.

Increase efficiency and revenue

When the finance team is plugged into Zoho CRM, you can:

Reduce revenue leakage by ensuring accurate and timely financial tracking.

Eliminate bottlenecks in financial processes and ensure smoother operations.

Automate repetitive tasks to free up resources and empower your team to focus on strategic financial planning.

Faster financial processes mean better cash flow management and increased profitability.

A space that works for your team

  • Finance modules
  • Your Finance teamspace

Finance modules

At the core of Zoho CRM for Everyone are team modules that retrieve, process, and display relevant financial and customer information. Need to track revenue and expenses across teams? A Revenue Tracker module can handle that for you. Looking to monitor client acquisition costs? A CAC module can help streamline cost analysis. Want to ensure compliance and audit readiness? Use a Compliance module to keep all documentation in one place.

Zoho CRM module creation for Finance

Your Finance teamspace

Create and own your Finance teamspace, where you and your team work with the data that matters, with nothing else getting in the way.

Zoho CRM Finance teamspace

True cross-team collaboration

Keep track of all cross-team requirements using requester modules, which foster collaboration across teamspaces. For example, let's say a member of the sales team submits a request for reimbursement. A record gets added to the Finance teamspace, and the finance team receives a notification. From there, they manage everything from contract reviews to payment and revenue tracking to compliance checks—all in Zoho CRM.

Requester module for Finance

Communication that doesn’t slow you down

Finance teams often juggle multiple communication channels to get work done. Need to verify a payment? Send an email to Finance. Need to approve a contract? Send a message to Finance. Need to resolve a billing discrepancy? Call Finance. And throughout all of this communication, critical information often gets lost. Envision instead a world where processes and information-sharing are automated.

Do more together

Make your daily processes simpler and more efficient using Zoho CRM:

  • Track revenue and expenses
  • Monitor client acquisition costs
  • Ensure compliance and audit readiness
  • Streamline contract approvals
  • Automate financial reporting.

Want to learn more about finance with Zoho CRM for Everyone?

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