Zoho

A global cloud-software suite that brings together CRM, inventory, finance and business process tools in a modular, scalable platform used by organisations from small businesses to mid-sized enterprises.

Zoho offers an expansive range of applications — from Zoho CRM for managing sales and customer relationships to Zoho Inventory for stock and order control, and custom ERP solutions built with Zoho Creator — all designed to help businesses streamline operations and improve productivity. The platform is built to integrate core functions such as inventory, sales, finance and customer data into a unified environment that supports growth and visibility.

Key Features and Benefits

Customer & Account Management (Zoho CRM): Zoho CRM helps wholesalers manage customer accounts, pricing structures, contacts and sales history in one place. This is particularly useful for businesses with repeat customers, negotiated pricing and account-based relationships. 

Inventory & Stock Visibility (Zoho Inventory): Zoho Inventory provides clear oversight of stock levels, product movements and warehouse locations. Wholesalers can track availability across channels and locations, helping teams make informed decisions around purchasing and fulfilment. 

Finance & Invoicing (Zoho Books): Zoho Books supports invoicing, VAT handling, payments and financial reporting, giving wholesalers a structured view of revenue, margins and cash flow while staying compliant with local accounting requirements. 

Connected Business Data: Zoho applications share data across modules, meaning customer, product and financial information stays consistent. This reduces duplication and helps teams work from the same set of figures across sales, finance and operations.

Custom Wholesale Workflows: With Zoho Creator, businesses can build tailored applications to support wholesale-specific needs — such as customer-specific pricing logic, internal approvals, reporting dashboards or operational tools that sit alongside standard Zoho apps.

Cloud-Based & Scalable: Zoho runs entirely in the cloud, making it accessible for office teams, sales reps and management. Its modular structure allows wholesalers to start with what they need today and expand as operations grow.

How We Work Together

Orderlion connects with Zoho to support digital order capture for wholesale businesses that already rely on Zoho for customer, inventory and financial management.

Instead of manually transferring orders between systems, the integration helps wholesalers:

• Bring customer orders from digital channels into Zoho
• Keep customer records, products and pricing aligned
• Reduce manual entry and administrative effort
• Improve data accuracy across sales and back-office teams
• Support modern customer ordering without changing internal systems

Zoho remains the system used to manage customers, stock and finance, while Orderlion provides an easy way for customers to place orders digitally.

Integration with Orderlion

Orderlion can be connected to Zoho so that orders placed via web or mobile channels are transferred directly into the relevant Zoho applications. This keeps customer and product data consistent and removes the need for re-keying information.

If you’re using Zoho and want to simplify how customer orders enter your system, get in touch to see how the integration can work for your setup.

💡 System not listed?
Orderlion supports a wide range of ERP and business systems. Contact us to check compatibility.