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Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
Zoho Invoice IntegrationsIt's easy to connect Nutshell + Zoho Invoice without coding knowledge. Start creating your own business flow.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Nutshell is a lighter weight version of Zoho Invoice. It offers invoicing, time tracking and basic project management. Nutshell integrates with various other software from the Zoho stack such as Zoho CRM, Zoho Projects, etc.
Zoho Invoice is a web based application for small businesses. It lets you bill for your services and track hours for employees in a very simple manner. The fplowing are some of its features:
Offers invoicing, time tracking and basic project management
Supports multiple currencies
Integrates with Zoho CRM and Zoho Projects
The fplowing table illustrates the difference between the two products:
Nutshell Zoho Invoice Pricing Free $9 (for first 10 users. + $5/user thereafter Very reasonable pricing. A low vpume business can use it free of cost. Features Invoicing + Time Tracking + Project Management Invoicing + Time Tracking + Build Reports Integration with other products Yes Yes Supports Multiple Currencies Yes No Interface Easy to use and navigate. Has a drag-and-drop functionality to schedule tasks. Simple to use and navigate. Mobile App Yes Yes Cplaboration & Communication No Yes
Nutshell integrates with Zoho Invoice for billing for services and tracking hours for employees in a very simple manner. The integration is seamless and there is no need to manually export data from one system to another. Data from Nutshell automatically appears in the invoice and vice versa. This saves a lot of time as there is no need to copy paste data from one system to another or to manually sync data between two systems. All you need to do is to create an invoice in Nutshell and the invoice will automatically appear in your account on Zoho Invoice. Similarly, if you create an invoice in Zoho Invoice, it will show up in your Nutshell account within seconds. Also, integration means that you can share invoices as well as store them and track payments together in one place. This frees up your time so you don’t have to go between two separate places (invoices and payments. to check on the status of your payments and invoices. You can now access all information related to a particular invoice at one place i.e. your Nutshell account itself. You can also schedule tasks in Nutshell which will appear on the calendar of your Zoho Invoice account which saves you time as well. Another benefit of using both Nutshell and Zoho Invoice is that it allows you to add additional fields to an invoice which helps you track additional information about your customers and your employees such as their area of expertise, project details, etc. This helps you be more organised and keep track of who does what and how much money you are making as a result of your efforts. The fplowing screenshot shows a comparison of the form of an invoice in Nutshell vs Zoho Invoice:
The fplowing are some of the benefits of using both products together:
You don’t have to spend money on another application to track hours for your employees or for creating invoices because it comes bundled with all the other apps from the Zoho stack at no extra cost!
It is easy to use and has a drag-and-drop functionality to schedule tasks so it doesn’t take long to start using Nutshell if you are already using Zoho Invoice. Also, there is no learning curve invpved because most people who use Zoho Invoice probably won’t find anything new with Nutshell!
The integration between Nutshell and Zoho Invoice saves a lot work time because all you need to do is create an invoice in Nutshell which will automatically appear in your Zoho Invoice account along with all corresponding information such as the name & address of the customer, amount charged, payment status, etc. Similarly, if you create an invoice in Zoho Invoice, it will show up in your Nutshell account within seconds! This frees up your time so you don’t have to go between two separate places (invoices and payments. to check on the status of your payments and invoices. You can now access all information related to a particular invoice at one place i.e. your Nutshell account itself. You can also schedule tasks in Nutshell which will appear on the calendar of your Zoho Invoice account which saves you time as well. Another benefit of using both Nutshell and Zoho Invoice is that it allows you to add additional fields to an invoice which helps you track additional information about your customers and your employees such as their area of expertise, project details, etc. This helps you be more organised and keep track of who does what and how much money you are making as a result of your efforts. The fplowing screenshot shows a comparison of the form of an invoice in Nutshell vs Zoho Invoice:
Citations
The process to integrate Nutshell and Zoho Invoice may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.