Compare BrokerSumo vs Zoho Books

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About BrokerSumo

BrokerSumo is a simple back office, commission management and accounting system for real estate professionals. Giving you the ability to manage your agents, create custom commission plans, automatically calculate agent commissions, pay agents and vendors electronically, bill agents for monthly fees, manage your income and expenses and run real estate and accounting reports. All this and it's easy to learn and use and is affordable.

About Zoho Books

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Features

  • API
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Multi-User
  • Notifications
  • Scheduling
  • Organization Management

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Summary

  • Back office, commission management and accounting software for real estate brokerages and agents

Summary

  • Invoicing: create, manage and send customer invoices and accept online payments.

  • Bills: manage vendors and keep track of the bills to be paid.

  • Expenses: upload expense receipts and track business expenses

  • Banking: connect online bank and credit card feeds.

  • Workflows: trigger email notification and field updates in Zoho Books with custom workflows

  • Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L

Pricing

  • Starting from: $10.00/month
  • Credit card required: No
  • Standard: $10/month
    Professional: $20/month
    Premium: $30/month

Free

Free
Included in plan:
  • Online/Offline Payments
  • Automate Payment Reminders
  • Expenses & Mileage Tracking
  • Invoice Customization
  • Multi-lingual Invoicing
  • Support: Email

Standard

$10.00
3 user(s) / month
Included in plan:
  • Everything in Free +
  • Recurring Expenses
  • Track Project Expenses and Invoice
  • Bulk Updates
  • Transaction Locking
  • Reporting Tags
  • Support: Email, Voice and Chat

Professional

$20.00
5 user(s) / month
Included in plan:
  • Everything in Standard +
  • Sales Approval
  • Bills
  • Multi-currency Handling
  • Price Lists
  • Time tracking and billing
  • Project Profitability
  • Support: Email, Voice, Chat

Premium

$30.00
10 user(s) / month
Included in plan:
  • Everything in Professional +
  • Branches
  • Vendor Portal
  • Budgeting
  • Custom Functions
  • Webhooks
  • Support: Email, Chat and Support

FAQs

    Who are the main user groups of this service?
  • Real estate brokerages and agents

  • What is this service generally used for?
  • Managing agent commissions, paying agents their commissions, reporting.

FAQs

    Who are the main user groups of this service?
  • Micro and small-sized businesses
    Medium-sized businesses

  • What is this service generally used for?
  • Zoho Books is used by growing businesses to handle end-to-end accounting. From invoicing to inventory management to payment tracking to banking and reconciliation, Zoho Books helps businesses manage their business finance and helps in automating mundane tasks.

  • What platforms does this service support?
  • Webapp, iOS, Windows, Android

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We have a comprehensive set of FAQs and help documents listed on our website. We also offer tutorial and product walkthrough videos that you can find on our YouTube channel.

  • Does this service integrate with any other apps?
  • Yes. Zoho Books integrates seamlessly with Zoho CRM, Zoho Inventory, Zoho Analytics, Zoho Subscriptions, and Zoho Projects. It also integrates with payment gateways like Stripe, Paypal, 2Checkout, and other business solutions like Slack, Zapier, Google, and Microsoft suite.

  • What are some applications this service is commonly used in tandem with?
  • Zoho CRM, Zoho Inventory, Zoho Projects, Zapier, Twilio

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:

Other

Who uses BrokerSumo
  • Personal
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Zoho Books
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish, Chinese
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada, India, Australia. We also have a global edition for rest of the world.

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