CRM & SALES · ZOHO CRM

Zoho CRM knows the deal.CashFish knows the balance.

1,905 accounts on file

Alperton TradingDOMESTIC · 4 WON$8,340

ATTACHED BY CASHFISHInvoices raised2Collected—Days to pay31 open

Vireo FoodsDOMESTIC · MAY 6$5,120

ATTACHED BY CASHFISHInvoices raised1Collected—Days to paydue May 20

Kestrel ImportsEU ACCOUNTS · APR 24$3,980

ATTACHED BY CASHFISHInvoices raised1Collected$3,980Days to pay8 days

Lindenhall SupplyDISTRIBUTORS · 3 WON$12,900

ATTACHED BY CASHFISHInvoices raised6Collected$12,900Days to payon terms

Sorrel & BayDELETED IN CRM · MAY 11$2,450DUPLICATE MERGED

ATTACHED BY CASHFISHInvoices raised1Collected$2,450Days to paypreserved

Coastal PartnersEU ACCOUNTS · APR 9$6,700

ATTACHED BY CASHFISHInvoices raised2Collected$6,700Days to pay17 days

BluepeakDOMESTIC · MAR 30$4,450

ATTACHED BY CASHFISHInvoices raised1Collected$4,450Days to pay11 days

Ironwood Co.DISTRIBUTORS · APR 2$3,200

ATTACHED BY CASHFISHInvoices raised2Collected$3,200Days to pay22 days

CLOSED WON · QUARTER$73,000domestic $38,400 · EU $21,700 · distributors $12,900

CashFish reads the Zoho CRM modules you choose — Contacts, Accounts, Deals, Products — and lines each account up against its invoices, payments and open balance.

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DistributorsMulti-pipeline teamsExportersOperations leads

Zoho CRM · Available·Zoho OAuth 2.0 — read-only access to the modules you select

Growth plan · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01Where the account view runs out

The account page ends
at the last deal.

When domestic accounts, EU accounts and distributors each run through a pipeline of their own, the CRM answers who bought what. The balance question needs a different application, and usually a different afternoon.

ACCOUNTS

Two open invoices, and no sign of them here

Alperton Trading shows four won deals and a tidy activity history. It does not show the $8,340 outstanding, or that the oldest of those invoices is now 31 days old.

$8,340 open · oldest 31 days

MULTI-CURRENCY

A euro deal, a dollar report, and a rounding argument

The deal was signed in euros. The report wants dollars. Somewhere between the two, someone typed a rate into a cell and nobody wrote down which one.

EUR deal · USD report

PIPELINES

Three pipelines, one undifferentiated total

Domestic, EU and distributors close very differently. Closed-won splits neatly by pipeline; what was actually collected does not split at all.

closed ✓ · collected ✗

DEALS

A deal deleted, and a hole where the history was

Someone tidies the pipeline and a closed deal disappears. The invoice it produced is still real, still paid, and now unattached to anything.

deleted in CRM · invoice remains

Zoho CRM is a complete record of the sale. It was simply never meant to hold the ledger that follows it — and pushing your books into it is not the fix.

02What comes across

The modules you tick.
Nothing pushed back.

You choose the modules. CashFish reads only those, maps custom fields one by one during setup, and never gains permission to write.

ZREADS INNEVER WRITES BACK

The sync is one-way into CashFish — read-only access to the modules you choose, with nothing pushed back to Zoho.

01Contacts & Accountseach account lined up with its invoices, payments and outstanding balance

02Deals & stagesamount, stage and closing date from the pipelines you select

03Products on dealsline-item context for what each win actually sold

04Closed-won amountskept in the deal's original currency, with a converted figure for reporting

05Custom modules & fieldsmapped field-by-field to CashFish during setup

Authorization runs through Zoho's own OAuth 2.0 consent flow and can be withdrawn from your Zoho account or from the Connection Health panel in CashFish settings. Data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR).

03The account, with its money attached

Zoho holds the deal.
Here is what happened to the money.

Five accounts from one May, read from a connected organization. The stage on the left is Zoho's. Everything after it is what CashFish attached.

Alperton Trading4 deals won · Domestic2 open invoicesOldest 31 days1 reminder sent$8,340

Vireo FoodsDeal closed May 6 · DomesticInvoice raised May 6Due May 20$5,120

Kestrel ImportsDeal closed Apr 24 · EU accountsPaid in full May 2€3,640 converted at booking8 days to pay$3,980

Lindenhall Supply3 deals won · Distributors6 invoices raisedPaid on terms, 6 months$12,900

Sorrel & BayDeal deleted in CRM · May 11Invoice preservedDeletion flagged for review$2,450

$73,000 closed this quarter · domestic $38,400 · EU $21,700 · distributors $12,900

Zoho CRM stays the system of record for the relationship — Contacts, Accounts, Deals, Products, and the custom modules your team built. CashFish imports what you selected, attaches its own invoices, payments and balances, and never writes back. If you run Zoho Books, it stays your ledger, untouched.

04What becomes visible

Closed by pipeline.
Collected, by the same split.

Three things change once each account carries its balance next to its deals — including the ones nobody wants to ask about.

Closed revenue by pipeline

When domestic accounts, EU accounts and distributors each run through their own pipeline, closed-won totals split the same way — and you learn which book of business actually carries the quarter.

Domestic$38,400EU accounts$21,700Distributors$12,900

Each account's open balance, next to its deals

The account view stops at the deal in Zoho. Here it continues: which invoices are open, which are aging, and who quietly paid in full last week.

Alperton Trading2 open invoices · oldest 31 days$8,340Vireo FoodsDeal closed May 6 · invoice due May 20$5,120Kestrel ImportsPaid in full May 2$3,980

Closed-won matched against money received

Month by month, what your team closed sits against what actually arrived. A widening gap between the two lines is the earliest honest warning you will get.

Closed-won revenue by month ($k), matched against payments received

Forecasts and expected-cash views are estimates built from your own history, receivables, payables and recurring patterns. They are labeled as estimates wherever they appear, and they are never presented as certainties.

05How to begin

Authorize,
select modules, confirm.

You decide the scope twice — once at the consent screen, once at the module list — before a single record moves.

Connections are managed in the Connection Health panel in settings, where each one shows its state and can be disconnected in a click.

Authorize with Zoho OAuth 2.0

Grant read-only access to your Zoho CRM organization through Zoho's own consent flow. You decide which modules are covered and can revoke access at any time.

Select your modules

Contacts, Accounts, Deals and Products are supported — and custom modules too, mapped field-by-field so only what you choose comes across.

Confirm the account pairing

CashFish pairs each Zoho account with its invoices and payments and shows you the result before committing, so the first sync starts clean.

06Connects with

The rest of the Zoho-shaped picture.

Zoho MailInvoices, receipts and contracts read straight from the mailbox they arrive in.OPEN →SalesforceAccounts, contacts and opportunities read in, paired with the invoices they should produce.OPEN →HubSpotContacts, companies and deals read in, so revenue by source means dollars collected.OPEN →PipedriveEvery won deal followed from the pipeline to the invoice and the payment.OPEN →

CashFish also reads Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox, and connects to Google Calendar, Calendly, Stripe, Square, PayPal, Google Drive, Dropbox, OneDrive, Slack and Zapier. Accounting connections to QuickBooks and Xero are one-way imports into CashFish — those files stay your ledger and are never written to.

07The plan for this

Line up Zoho CRM with your books

Authorize read-only access, choose your modules, done. Free for 4 days, with a full refund guarantee inside the trial.

Growth includes CRM connections, Zoho CRM among them. Advanced forecasting and client-level profitability are Scale features.

$29/month billed yearly ($349) · or $39 monthly

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4-day free trial · Full refund guarantee

Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08Questions about Zoho CRM

Five answers
for a Zoho-run business.

No. CashFish reads from Zoho CRM only and writes to no Zoho product, so Books stays your ledger, untouched. What you gain is the cross-view: CRM accounts sitting next to the invoices, payments and balances CashFish tracks.