ZE extensions · Finance illustrations
ZE Finance Calculator
Compare finance structures and lenders, save consistent calculations and produce auditable client documents inside CRM.
More capability, without leaving Zoho CRM.
Built from real operational needs, with a focus on dependable workflows and a polished user experience.
What it does
Model multiple finance structures
Compare lender products consistently
Map CRM data into calculations
Save assumptions and outputs to the record
Generate clear client illustrations
Improve auditability and consistency
Use cases
Where teams feel the difference.
- Broker teams replacing spreadsheet calculators
- Consistent client illustrations from CRM data
- Audit trails for assumptions and outputs
Requirements
Zoho CRM
Finance product configuration for your lenders
Pricing
Indicative plans for planning conversations.
Guide prices may refine before launch. Nothing is charged until the product is available.
Professional
£49/monthper organisationBusiness
£79/monthper organisationAgency
£149/monthper organisationFAQ
Common questions.
Is this only for UK brokers?
The first design centre is UK finance brokerage, but the underlying pattern—CRM data into consistent illustrations—applies more widely.
Can we customise lender products?
Yes. The product is built so product configurations and assumptions stay controllable rather than hard-coded into a black box.
Early access