Get More Out of Zoho CRM with RunSmart
Extend Zoho CRM Revenue Forecasts In RunSmart for a Complete Financial Picture
- Turn Pipeline Forecasts into Strategy — Your Zoho CRM deal projections become the foundation for real business planning, not just sales tracking.
- See the Ripple Effect — Understand how shifts in revenue flow through to profits, expenses, cash flow, and overall financial health.
- Plan with Confidence — Know the impact of different growth paths on hiring capacity, runway, and sustainability — before making big decisions.
- Stay Grounded in Reality — RunSmart ties your Zoho CRM sales forecasts back to QuickBooks, ensuring projections stay practical, reliable, and financially aligned.
From Pipeline Forecasts to Full Business Impact
Pairing Zoho CRM with RunSmart gives founders a complete, future-focused view of their business.
Your sales forecasts shouldn’t exist in isolation. In RunSmart, they become the foundation for a full financial model — showing how each Zoho CRM projection impacts cash flow, profit margins, hiring capacity, runway, and long-term sustainability. No complex spreadsheets. No manual number-crunching. Just instant clarity on how today’s pipeline translates into tomorrow’s financial outcomes.
Zoho CRM gives you sales forecasts by tracking deals and projecting revenue. But until now, those forecasts stopped at the pipeline.
With RunSmart, you can take those same sales projections and instantly see how they flow through your full 3-statement financial model — from cash flow and profitability to hiring budgets, runway, and long-term sustainability.
Use Case 1: Revenue Forecast to Financial Impact
Bring your projected revenue from Zoho CRM into RunSmart to see how it translates into profits, expenses, and cash flow — turning a simple sales outlook into a complete financial plan.
Use Case 2: Funding Readiness
Use a high-growth revenue forecast from Zoho CRM, then let RunSmart show how it impacts runway, when outside funding may be needed, and how much to raise — all with full 3-statement support.
RunSmart measures your business across 13 KPIs spanning profitability, liquidity, solvency, and more — giving you a clear picture of your financial health today. And with forecasts from Zoho CRM, you can forecast what that health will look like into the future, so you’re always prepared for what’s ahead.
Take your projected revenue from Zoho CRM, expand it into a full 3-statement financial plan in RunSmart, and set it as your budget. Then track and monitor progress against it each month — so you always know whether your business is on plan or drifting off course.
RunSmart brings all your data together — revenue, expenses, cash flow, and forecasts — and turns it into clear, interactive charts. See the big picture at a glance, follow trends over time, and understand the story behind your numbers instantly.
To ensure reliable forecasts, we require a minimum of 2 consecutive years of historical financial data in your QuickBooks Online account to use RunSmart. Anything less than 2 years does not provide enough data to effectively identify any seasonal patterns or trends that may exist.
No. RunSmart currently requires QuickBooks Online. We use your historical data to build forecasted financial statements, and your Zoho CRM forecasts provide the revenue foundation that flows through to expenses, cash flow, and the balance sheet — giving you a complete view of your business.
Yes. Forecasting in Zoho CRM is only available on their Standard plan or higher. If you’re on the free or entry-level tier, you’ll need to upgrade your Zoho plan to access their forecasting feature and bring those projections into RunSmart.
Zoho’s plan features can change, so be sure to check their website for the most up-to-date details.
You can forecast up to 5 years in RunSmart, with the exact limit depending on your plan. If your Zoho CRM pipeline doesn’t extend that far, you can instead use RunSmart’s revenue forecast, which is based on your historical data rather than pipeline projections.
