We launched Zoho Invoice earlier last year, as sophisticated invoicing software and one of our first products that is completely free for all SMEs. It was our small act of kindness to the SME community that aided our growth. However, the fact that our program will be completely free does not change our view; Zoho Invoice offers no hidden fees, advertisements, or commitments.

We've increased our pledge to make your life simpler by adding 12 additional, fully free add-ons that you can connect to Zoho Invoice without writing a single line of code. Set up triggers and processes, automatically synchronize data between platforms, and more with Zoho Invoice.

1. Slack

Notifications regarding events affecting your estimates, invoices, payments, and customer activity should be posted to your designated Slack channel on the customer site. This saves time for your whole team because all of this information is in one location.

2. Office 365

Import Office 365 contacts and employees into Zoho Invoice quickly and easily. Invite people from your Office 365 account, monitor email discussions from Outlook to Zoho Invoice, and more.

3. Google Workspace

Connect e-mail discussions to transactions like estimates and invoices so you may simply refer to them at any time. Import users and contacts from Google Workspace into Zoho Invoice, upload transaction files directly from Google Drive, and more.

4. Zoho Expense

For invoicing and cost management, connect Zoho Invoice and Zoho Expense. By classifying costs by kind of cost, client, or project, you may avoid repetition when entering costs and payments and gain a better understanding of your organization's spending.

5. Zoho Analytics

To see and track critical KPIs from your Zoho Invoice data, create several custom reports and dashboards. Use the full-featured Business Intelligence (BI) tool and Zoho reporting tool to translate and extract your Zoho invoice data to generate any report or dashboard you want.

6. Zoho Cliq

Notify your selected Cliq channel about critical occurrences involving your estimates, invoices, and payments. This way, your entire team can keep up without having to log in to Zoho Invoice each time.

7. Zoho Desk

Invoices and estimates may be created, viewed, and managed from Zoho Desk cards, contacts, and accounts. Get contextual billing information for Zoho Desk contacts and accounts, such as unused credits, outstanding receivables, and billing addresses.

8. Zoho CRM

Synchronize Zoho Invoice client information and deliver all relevant information to the sales team in one location, including customer contact information and transaction history. You can generate estimates and invoices for your customers straight from Zoho CRM, eliminating the need to transfer between applications.

9. Zoho projects

Make it easy for your project managers and financial assistants to estimate and invoice their clients' costs at the start of the project. Use Zoho Projects to sync project details and schedules, and then use Zoho Invoice to deliver professional bills.

10. Zoho people

Transfer employee and contact information from Zoho People to Zoho Invoice. Directly from Zoho Invoice, view the projects and activities specified by Zoho People. Track your staff' precise working hours and pay your clients depending on the amount of hours done.

11. Zoho SalesIQ

Connect Zoho Invoice and Zoho SalesIQ to strengthen your customer connections by offering complete help to your customers via live chat on your client site. Create message templates or use a robot to address commonly requested inquiries and cut down on support time.

12. Zoho Mail

From Zoho Mail to Zoho Invoice, you can see all of your email discussions. Attach email attachments to Zoho Invoice estimates as invoices instead of downloading, uploading, and reattaching them.

Zoho Assist is cloud-based remote support and remote access software that helps you support customers from a distance through web-based, on-demand remote support sessions. Set up unattended remote access and manage remote PCs, laptops, mobile devices, and servers effortlessly. A few seconds is all you need to establish secure connections to offer your customers remote support solutions.

What are the Key Updates in Zoho Assist?

Self-Service Portal:

Customers may access a technician faster and more easily through Assist's Self-Service Portal. When they submit a request, a qualified technician will be assigned to them, and they will be helped as quickly as feasible.

Public Client Portal:

This is a significant enhancement to Assist's Self-Service Portal function. Customers will no longer be required to undertake portal authentication in order to submit service requests following the release of this update.

Multi-Monitor Navigation:

This Assist navigation tool will assist technicians in navigating via many monitors at the remote user's side. To make it easier for technicians to move between the monitors, our team of specialists incorporated view kinds, a notice button, and a preview option.

Session Supervision:

The Session Supervision feature in Zoho Assist now allows you to monitor inbound and outbound sessions. The monitor option has been added to the list of ongoing remote assistance sessions. As and when needed, the technician might use this option to supervise the session.

Guest User Invitation:

If a technician with a Zoho Assist account needs additional input or support during a session, they may now invite secondary technicians from inside and outside the business. After completing the authentication procedure, the secondary technician can take control of the session.

File Transfer for Android devices:

During an active remote assistance session, Assist for Android now has a File Transmission capability that allows for quick transfer of files up to 2GB. The technician and the customer can share demo movies, driver data, and more.

App Lock for Mobile App:

A new layer of protection has been added to the Assist mobile app. The app lock function in mobile apps allows you to establish a PIN or biometric lock, after which the app will automatically lock when the time restriction has passed.

Enhanced UI for Customer Console – Mac:

Our team improved the Mac customer console's user interface to make it easier to access important services including File Transfer, Audio/Video Chat, and the Participants list.

Our list of useful Assist integrations is growing.

Zoho Assist is now connected with many other Zoho and third-party applications, allowing users to conduct remote sessions directly from the app. Let's have a look at the new Assist integrations.

Zoho Bookings:

Bookings with Assist makes it easy for technicians to stay on top of their sessions. They can schedule, sync and cancel sessions; request information about any changes in the session; and more, all quickly.

Zoho CRM:

Assist's integration with CRM makes it easy to summon a technician from anywhere in your business. Simply add the CRM from the Zoho Marketplace and you’re good to go!

Zoho Flow:

Flow-Assist integration gives you the ability to automate your business workflow according to your needs. You can, for example, set up a trigger to start a remote support session when a customer has been absent from their system for more than 24 hours.

Slack:

With an account on Slack, you can now initiate, cancel, schedule, and view scheduled remote support sessions with the help of slash commands. Open a chat window in Slack and enter the relevant slash command to access Zoho Assist quickly.

Along with these broad capabilities and connections, our teams have created and launched other upgrades to maximize Assist's functioning and user experience for both technicians and their clients. Our team would also want to express our deepest gratitude to all of our consumers throughout the world for their help.