Pipeline to Payment

Register for an insightful webinar designed for small businesses that want to streamline their sales and finance operations.

Learn how Bigin by Zoho CRM and Zoho Books work together to create a seamless, end‑to‑end workflow—from managing leads to receiving payments—all within one connected ecosystem.

Whether you’re just getting started or looking to optimize your current processes, this session will show you how to simplify operations and scale with confidence.

Agenda

• Overview of Bigin by Zoho CRM and Zoho Books
• Live demo: How to set up the integration and see it in action
• Understanding two‑way sync between sales and finance
• Keeping teams aligned with real‑time data
• Creating, sharing, and tracking invoices, estimates, and more directly from Bigin
• Additional tips to help you streamline your workflow