Power-CRM has a full integration with QuickBooks
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:
Additional Features & Benefits
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
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
Power-CRM is the Microsoft-powered CRM solution for small and medium-sized businesses (SMB). Get your teams working together on one platform for Marketing, Sales, Customer Service & Project Management.
Five Greentree Centre
525 Route 73 North
Suite 104
Marlton, NJ 08053
Why not join our email list?
