IQX for Zoho CRM keeps teams in Zoho. A single sign-on and a simple new menu tab inside Zoho CRM make it easy to start.

You'll be able to save as much as 70% on quote processing times and costs with IQX — a single sign-on solution — as part of Zoho.

How it works...

You start in Zoho CRM. Accounts & Contacts come from Zoho into IQX—no re-typing. Build the quote in IQX using your catalog and configurators.

When the integration’s sync point (set during setup) fires, the Quote and all Line Items are created in Zoho, and Deal Amount and Stage can update. Prices, discounts, taxes, totals, and items/SKUs transfer with it.

Pipeline visibility improves because what happens between “sent” and “signed” lives in Zoho, not just in a PDF.

Every Zoho CRM integration is customer-specific: we map your required fields (Deals, Quotes, Line Items) to your setup. No Zapier, no generic bridge—it's a direct integration.

Build while you talk: your catalog first, then configurators

Your catalog structure does the selling work: item relationships suggest the right accessories; bundles let reps add complete sets in one go.

Your configurators in IQX guide the rest—models, sizes, finishes, and rules that prevent bad combinations.

When the quote is ready, send it with e-signature directly from iQuoteXpress. Every quote looks on-brand, every time—and the record lands in Zoho so managers keep the numbers.

The result? Less admin after the call, more time with customers.

Controls sales accepts (and managers trust)

Set margin or discount bands; approvals route to the right person automatically. Keep a clear version history as quotes change, and use roles/permissions so only the right people can adjust pricing or approve.

Hand-off to accounting (Zoho Books, QuickBooks, or any ERP)

As part of the setup we define when the hand-off happens. When triggered, IQX can push the order to accounting—Zoho Books, QuickBooks, or any ERP—including customer, items/SKUs, quantities, discounts, taxes, and totals to the target document (Estimate, Sales Order, or Invoice).

No re-typing, and your finance system receives exactly what sales agreed.

‍

For resellers: the best value-add since “fries with that?”

For anyone selling Zoho, adding IQX to your portfolio will help you grow your customer base, and further support existing customers (as a single sign-on, it’s an easy undertaking to use IQX within Zoho CRM).

Attract new customers

Regardless of how well your customers understand CRM, everyone understands sales proposals. Leveraging prospects’ interest in moving more proposals into the pipeline via CPQ can help you sell more CRM seats.

More revenue from existing customers

Every IQX seat you sell means more additional licenses with each install. It’s extremely flexible pricing, too (starting at only three seats), which gives you a lot of wiggle room with customers.

A natural value-add

Your customers are already using Zoho CRM to track every marketing effort and sales call. IQX further allows them to track every interaction a rep or prospect has with an active sales proposal, from inception to completion.

‍