Zoho integration

Peakflo + Zoho CRM:
Accounts Receivable on Autopilot 🚀

👥 Invite unlimited users with role controls for free
⌛Get paid 2x faster
📝 Eliminate double entry
🔁 2-way sync of invoices, payments, and credit notes
⏰ Save 100 hours/month on manual finance tasks!

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Trusted by 300+ Teams across APAC

Peakflo customers in Asia

Finance Operations Made Easy with Zoho Integration with Peakflo

Without Peakflo

  • Manual payment reminders

AR manager manually sends payment reminders without the option to personalize messaging channels. Follow-ups become randomized as there’s no method to trigger based on specific dates, making it difficult to
get paid on time.

  • Lackluster customer management

Account managers often skip promise-to-pay tasks due to decentralized workspaces. They need to follow-up customers through long chains of emails which is
time-consuming and difficult to track.

  • Complex payment process

Customers are blocked on making payments due to a lack of transparency in their summary of invoices and days outstanding. The AR manager
faces issues verifying payments and
have to reach customers
manually for payment and tax receipts.

  • Disputes never get solved

Customers raise disputes by emailing the account manager, which often gets overlooked. Miscommunications from the AR or collections team often happen due to a gap in understanding the customers’ queries.

  • Manual reconciliation

AR manager has to reconcile each vendor payment and any record mismatch has to be resolved with the finance team. This process can take up to a whole month to finish.

  • Manual collections tracking

AR manager, sales reps, and finance officers need to track status of payments in spreadsheets, causing siloed communications & delay.

  • Simple financial reports

Finance manager needs to create more detailed manual reports using spreadsheets to track customers’ credit control limit and payment behavior and has no access to cash flow predictions.
With Peakflo

  • Automated payment reminders

Set up smart workflows with automated reminders. Reach your customers via WhatsApp, LINE, email, or any preferred channels and trigger based on due date, issue date, and day of the month to get paid 2x faster!

  • Finance CRM

Facilitate an all-in-one workspace with promise-to-pay tasks and one-click ad-hoc follow-ups to streamline collections. Easily track the full course of communications and any changes to the invoice with an audit trail.

  • Seamless payment process

Leverage a self-serve portal where customers can see a summary of their past and present invoices and days outstanding. They can also attach payment proofs, tax receipts, and add queries for an easier payment verification.

  • Solve disputes faster

Manage disputes better in the customer portal where users can raise disputes based on different reasons from incorrect quantity to miscalculated rates. The account manager will receive instant notifications to instantly resolve disputes.

  • Instant reconciliation

Finance teams can save 100 man-hours by utilizing static and
dynamic virtual accounts that help
with instant reconciliation.

  • Real-time collections tracking

All stakeholders can stay on top of invoice status and customer status payments in real-time in an interactive workspace for seamless communications.

  • AI-powered reports & predictions

Finance team can access detailed reports and predictive cashflow analytics, credit control reports, plus customers’ payment status and behavior to improve decision-making and collection strategy.

Connect Peakflo to Zoho CRM in 4 Steps

Leverage one of the top Zoho integration partners and sync your account with Peakflo in a minute! 

Sign up with Zoho now!

What Our Customers Say about Peakflo and Zoho CRM

reduction in bill payment fees

days reduction in invoice collection time

hours saved per month in finance operations

Read customer story

reduction in bill payment fees

Read customer story

reduction in invoice collection time

hours saved per month in finance operations
saved in monthly overdues
reduction in DSO
saved per month in finance operations

Achieve Peak Cash Flows with Peakflo

Ready to cut bill pay time by half & get paid 2x faster?

Let’s start now