Key Benefits for Your Business
Eliminate human error and tedious manual data entry. The extension automatically fetches and pushes live rates from trusted financial sources directly into your Zoho CRM exchange rates module.
Align currency updates perfectly with your operational hours. Schedule automated refreshes at specific intervals (e.g., every 2 hours) or set a custom daily time before your sales team starts work.
Easily account for bank commissions, transaction fees, or market volatility. Automatically adjust fetched rates by a fixed digit or percentage (markup/markdown) before they apply to your CRM deals.
Maintain full visibility over your multi-currency transactions. Access and review a detailed log of exchange rate history over time to ensure transparency and bulletproof reporting.
Your Free Trial Includes:
Connect instantly to trusted financial platforms like the ECB and Open Exchange Rates.
Set custom update intervals or specific daily times to refresh your rates hands-free.
Adjust fetched rates by percentage or digits to automatically cover bank commissions.
Control decimal counts and rounding rules to perfectly match your accounting standards.
Force an instant update of all exchange rates with a single click at any time.
Request integrations for specific regional banks directly from the extension settings.
View and track detailed historical exchange rate changes directly inside Zoho CRM.
Enjoy completely unrestricted access to all premium features throughout your 10-day trial.
4 Simple Steps to Boost Your CRM
Discover on Marketplace
Activate Full Access
Easy Configuration
Unlock Endless Value
Switch to a paid subscription after your trial to keep your business running smoothly without interruption.
See How Businesses Succeed with Our Extension
"We used to update our exchange rates manually every morning, which was a nightmare for our global sales team. This extension completely automated the workflow. It runs flawlessly in the background, and our multi-currency deals are always 100% accurate."
"The automatic rate correction feature is a game-changer for us. We were able to add a small percentage markup to the fetched rates to cover bank conversion fees automatically. Now our CRM deals reflect true costs instantly."
"Excellent extension that does exactly what it promises. We scheduled it to refresh rates every two hours to track market volatility, and it runs perfectly without a single glitch. It is an essential tool for any enterprise dealing with international clients."
"Super easy to install and configure. When we needed to integrate a specific regional financial source that wasn't in the standard list, the support team helped us set it up right away. Great product and top-notch customer service!"
Our Pricing
$19/m
Per Organization
Compatible Zoho CRM Editions:
Professional,
Enterprise,
CRM Plus,
Zoho One,
Ultimate
$228/y
Per Organization
Compatible Zoho CRM Editions:
Professional,
Enterprise,
CRM Plus,
Zoho One,
Ultimate
