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

CRM for 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

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: 

  • 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

Let us show you the best CRM for QuickBooks

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