Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.
Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.
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Triggers when a Deal (Negócio) is set as lost.
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Triggers when a Deal (Negócio) is set as won.
Triggers when a new Deal (Negócio) is created.
Triggers when a new Organization (Empresa) is created.
Triggers when a new Person (Pessoa) is created.
Triggers when a new Task (Tarefa/Comentário) is created.
Triggers when a Deal (Negócio) is edited
Triggers when an Organization (Empresa) is edited.
Triggers when a Person (Pessoa) is edited.
Triggers when a subscription is canceled
Triggers when a new Invoice is created
Triggers when a new subscription is created
Triggers when a payment received successfully
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
Agendor is a cloud-based ERP spution that allows businesses to manage their entire inventory and sales activities from a single location. Customers can use Agendor to manage their finances, create sales orders, import data from external sources into Agendor, generate custom reports and much more.
Zoho Subscriptions is a subscription-based invoicing and billing software from Zoho. It can be used to invoice customers for recurring payments such as memberships, annual fees, subscriptions and other types of recurring payments. In addition to invoicing, Zoho Subscriptions can also track payments made by customers, add new subscribers automatically and send reminder emails to late payers among other things. Before Zoho Subscriptions was released in 2012, Zoho had already been offering a number of online invoicing and payment sputions such as Zoho Invoice and Zoho Payments.
Agendor provides a number of features that would allow users to successfully run their business operations. These include inventory management, sales order management, accounting, customer support and reporting among others. The integration of Agendor with Zoho Subscriptions would make it easier for users to invite new subscribers, create invoices and receive payments. For example, users would be able to create an invoice directly from within Agendor by selecting a subscriber from a list of all subscribers arranged according to the frequency of invoicing. This means that they won’t have to visit a separate online invoicing software such as Zoho Subscriptions to create invoices every time a subscriber requests for one. In addition, users can also generate custom reports from within Agendor using information from both Agendor and Zoho Subscriptions.
The integration of Agendor and Zoho Subscriptions would allow users to achieve a number of benefits which include:
Users would be able to create an invoice directly from within Agendor by selecting a subscriber from a list of all subscribers arranged according to the frequency of invoicing. This means that they won’t have to visit a separate online invoicing software such as Zoho Subscriptions every time a subscriber requests for an invoice.
When a subscriber pays an invoice using either a credit card or online payment options such as PayPal, the payment details will be reflected on the Agendor dashboard. Users would only need to confirm the payment through the payment options provided by Agendor and click on “confirm payment” button to immediately confirm the payment.
Users can send an invoice to any subscriber or multiple subscribers at once and then approve them individually. This would speed up the approval process as users wouldn’t have to approve each invoice separately.
Agendor has the ability to store terms and conditions for each subscription so that subscribers can view them at any time. This means that users can update these terms and conditions any time they want instead of writing new terms and conditions every time they send out an invoice. They could also upload different terms and conditions depending on the type of subscription that has been purchased by each subscriber and then assign them to the appropriate subscriber depending on the type of subscription that has been purchased by each subscriber.
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