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Siebel vs Zoho Books comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Siebel
Ranking in Order Management Hubs
7th
Average Rating
7.6
Number of Reviews
6
Ranking in other categories
Field Service Management (5th), Product Configuration and Quoting (9th)
Zoho Books
Ranking in Order Management Hubs
4th
Average Rating
8.6
Number of Reviews
6
Ranking in other categories
Billing Software (6th), Accounts Receivable Automation Software (2nd)
 

Featured Reviews

it_user495873 - PeerSpot reviewer
IT Architect at a financial services firm with 5,001-10,000 employees
I like the assignment management and contact management features. I would like them to extend the possibility for functional segregation.
Extending the possibility for functional segregation would allow us to decentralize certain functions between different areas. In our organization, the administration of users (or executives who access the system) is done by an area. The management of executive skills is performed by another area, according to the current Siebel. These roles should not be independent.
Anurag_Gupta - PeerSpot reviewer
Senior Software Engineer at Nurture Spark Digital
Has streamlined invoicing through instant creation and customizable templates while enabling automation in tax handling and payment reconciliation
With Zoho Books, I have found the most valuable features that we don't need any reports because the reports get already generated based on the sales and purchases. We can easily find all the account receivables and accounts payables, and by the chart of accounts, we can create multiple charts of accounts under the category, whether it is expense, asset, or liability. We can easily verify and check those reports, file the tax in Zoho Books, and use the tax filing system that is available. We can also do e-invoicing in Zoho Books and integrate WhatsApp with Zoho Books, so if the invoice is overdue, the customer automatically gets a WhatsApp notification against the invoice number. There are multiple functionalities, including a banking system that allows us to directly integrate our bank with Zoho Books to reconcile the payments. If any payments come against the invoice, it gets reconciled, and we can integrate multiple payment gateways such as Razorpay, which automatically gets updated on the invoice when payment is received. The integration of Zoho Books with other applications influences my business operations significantly. For example, Zoho CRM provides the customer contacts that sync directly as customers in Zoho Books. The vendor information from Zoho CRM also syncs directly to vendors in Zoho Books. Estimates from Zoho CRM sync to Zoho Books when I enable Zoho Finance Suite in Zoho CRM, and the same vice versa for Zoho Books. Another feature is that I can add data sources in Zoho Analytics, so whatever reports get created in Zoho Books sync to analytics, allowing me to create better dashboards according to my needs. I can join the tables pushed from Books in analytics to gain more insights, and if any reports aren't generated in Zoho Books report section, I can join the tables in Zoho Analytics for that purpose. The financial insights from Zoho Books reporting module that most impact my decision-making processes include features such as transfer orders and adjustments. For instance, if I lose any quantities or items are destroyed, I can easily manage the transfer from one warehouse to another. If items are kept in one warehouse but someone purchases from another warehouse, I can create transfer orders and invoices. Additionally, after delivery, I can create delivery challans for the transportation systems. If I have created an invoice but don't have enough quantity, I can create a purchase order and request for a purchase, which later helps in creating that invoice. These features make Zoho Books more proficient than other accounting software such as QuickBooks and Tally.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Being a single source of information, this provides an authoritative source of information."
"It provides end to end customer management, from marketing all the way to support, meaning you also have sales, product management, literature, asset management, opportunity analysis, maintenance SLA compliance, and support, with all the common features present on modern CRMs including phone sync and email merge capabilities."
"I found that this product had the ability to meet our business needs."
"As far as CRM's go, it's a very flexible solution, and we're able to customize the business rules with code and to integrate it with middleware applications to manage the rules externally."
"With the implementation of the assignment manager, we are now able to automate assignment rules that we previously had in hard, and this feature allows us greater flexibility when incorporating new assignment rules."
"Data migration, data deduplication, and application flexibility with respect to business rules are valuable features."
"The major benefit I've seen from Zoho Books is its positive impact on saving time around CRM and projects, CRM, bookkeeping, and projects as that works very efficiently."
"Almost all the features are there, and they have different plans with lots of features."
"I have worked with multiple clients for Zoho Books, and they are completely satisfied with the implementation and customization automation we did."
"There are extensive capabilities in the reporting features, which makes it really expandable."
"Having used eight accounting software systems, I consider this one among my favorites."
"With Zoho Books, I have found the most valuable features that we don't need any reports because the reports get already generated based on the sales and purchases."
 

Cons

"Pricing is very high."
"Business rules for data duplication can be improved."
"Deployment is still considered cumbersome and the integrations are quite an expense."
"There were issues, mostly due to the lack of capability of the implementation partner who delivered the solution."
"The initial setup was complex. The degree of parameterization required for the initial setup was not made obvious."
"It is a very expensive product and data steward module is very complex."
"In terms of improvement, there are two things which they are going to improve, but they have dedicated products for them."
"I do not have any challenges within Zoho Books, but sometimes if you want to change the currencies for customers, that can be a bit tricky, especially if you want to issue different invoices in different currencies, maybe even for the same customer, that's the only thing."
"The user interface of Zoho Books is frustrating when compared to QuickBooks or other alternatives."
"Areas of Zoho Books that could be improved or enhanced include the requirements for data size, as sometimes there is too much data."
"My professional experience with customer service is somewhat inconsistent because sometimes you can get good customer care service, while other times you might get a representative whom you are actually showing how things should be done."
"They can improve their approval process and access matrix in Zoho Books."
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Questions from the Community

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What needs improvement with Zoho Books?
In terms of improvement, there are two things which they are going to improve, but they have dedicated products for them. Obviously, they are a business as well. If they could give everything in on...
What is your primary use case for Zoho Books?
I use Zoho Books for almost any accounting purposes across any industries. It is not limited to a service-based or product-based approach; I use it in manufacturing, shipping industries, medical, a...
 

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Find out what your peers are saying about Siebel vs. Zoho Books and other solutions. Updated: April 2026.
892,383 professionals have used our research since 2012.