How CRM Integrate with QuickBooks ?
Establishing a strong connection with the customer is a crucial process that takes your business to the new heights. Clients must be the first priority of the business owners for whom they can go extra mile. If you want to manage your customers with QB accounting software, then it is imperative to integrate the same with QB CRM. This integration will let you know the customer issues instantly so that you can fix them and make the clients happy. Let’s get to know some of the major benefits of QuickBooks CRM Integration along with the ways to find the best CRM that is suitable for your business needs.
Benefits of QB CRM Integration
Want to access the customer financials and issues without leaving the application? If so, then opt for the QB CRM integration now and get it done with much ease and comfort. The best part is that QB CRM integration is available at no extra cost. Below are mentioned some of the benefits that you can enjoy while integrating QB with CRM.
- Free of cost
The major benefit of this integration is that you can get this without spending even a single penny. This integration is available for absolutely free and thus everyone can easily afford the same.
- Manage customer data in real-time
This can easily manage the customer data in the real-time directly from the Company Records in the CRM. It offers you the complete view of all the accounting information including the payment status, current balance, and purchase history in a more synchronized way.
- Promotes CRM sales order to QB
Yet another benefit of QuickBooks CRM Integration is that it promotes CRM sales order to the Intuit and easily creates estimated orders and invoices. In addition to this, it seamlessly integrates your QB and CRM information on contact by work-wise.
Also Read: QuickBooks Connection Diagnostic Tool
Features to look for while getting the CRM software for QuickBooks
There are innumerable CRM software options available out there in the market and, therefore, it is tough to make the choice for the option that is suitable for your needs. Let’s have a look at some of the features that you should look for while choosing the CRM software for your QB.
Long gone are those days when you used to work from your office but now is the time when you have to travel a lot for the business work. Therefore, it is important that your chosen CRM software must be mobile friendly so that you can easily work with CRM and your QB App.
- Easy to use
The next thing that one should look out while choosing CRM software is that it is easy to use and thus needs no special guidance. It must have a simple and easy user-interface, so that the users can easily work with the same.
There is no denying the fact that the price is the most crucial issue that one must look out for while picking the CRM software. Look, some software are available with the annual subscription plan while others are available with the trial version. Don’t go for the annual subscription plan and look out for the software that offers trial version to the users. Also, never opt for the CRM that exceeds your budget.
- Time to integrate with QB
Yet another feature to look out for while opting for QuickBooks CRM Integration is the time taken by the CRM to integrate with the QuickBooks. Some of them are easy to integrate while others take a long process to integrate with QB.
QB CRM Software mainly allows you to integrate data and synchronize the same from QB to CRM and CRM to QB software and thus the integration is mandatory for the smooth functioning of this software. There are plenty of CRM software options available in the market such as Nutshell, Insightly, ZOHO, Salesforce and a lot more to count. However, if you find any trouble while making QuickBooks CRM Integration or in finding the perfect option for your business, then worry not and Chat Support for QuickBooks Integration at anytime for the quick guidance.