QuickBooks CRM
Power-CRM has a full integration with QuickBooks
Two-way Synchronization of Accounts & Contacts
Full QuickBooks Transaction History in Power-CRM
Synchronizes Quotes, Invoices, Payments and Products
Aging Information Displayed on Accounts in CRM
Includes an Accounting Dashboard
Real-Time Synchronization
- Two-way Synchronization of Accounts & Contacts
- Full QuickBooks Transaction History in Power-CRM
- Synchronizes Quotes, Invoices, Payments and Products
- Aging Information Displayed on Accounts in CRM
- Includes an Accounting Dashboard
- Real-Time Synchronization
Power-CRM has a full integration with QuickBooks
QuickBooks CRM
Finally a QuickBooks CRM solution! Your systems work much better when they are connected, in fact it has been proven that employees lose 20% productivity when they have to switch to different software applications. That’s a lot of lost productivity!
Power-CRM is a full-featured, next generation, Microsoft powered CRM tool that is fully integrated with QuickBooks Online. Our integration is bi-directional (two-way), enter a company or contact into CRM and click one button to push it to QuickBooks. If you start with a company or contact in QuickBooks, it will automatically sync to Power-CRM.
View full QuickBooks information inside Power-CRM. Our integration synchronizes all the main records from QuickBooks including:
Previous
Next
- Quotations
- Invoices
- Payments
- Products
- Aging Information
Our integration allows non-QuickBooks users to view full accounting information right from Power-CRM (no QuickBooks license needed).
Note: Our integration currently supports QuickBooks Online only. If you have QuickBooks Desktop we offer a separate integration solution, contact us for more information.
Additional Features & Benefits
Workflow
Because Power-CRM has a full workflow module you will be able to easily automate tasks. For example:
Notify Sales Rep when a Quote is Created
Alert Sales when a customer is overdue
Schedule activities in CRM based on QuickBooks data
Reports/Dashboards
QuickBooks uses a custom (and limited) report tool. Power-CRM has built-in dashboards that are easy to create and also integrates with Microsoft Power-BI.
Easily visualize accounting data in Power-CRM
Full Accounting dashboard included in Power-CRM