We are offering a smart option of managing the financial data inside Salesmate CRM with QuickBooks online integration. No more jumping between two apps to find out revenue-critical data.
QuickBooks is an accounting software that has been helping businesses of all shapes and sizes manage their financial data from anywhere. The tool also enables the owners and tax managers to access important data for easy collaboration.
Salesmate CRM is an easy-to-use sales solution that simplifies complex sales processes for modern businesses. This all-in-one cloud-based CRM enriches customer interactions, boosts your team’s sales productivity, and helps them win more deals without breaking a sweat.
What benefits does this integration bring?
In the rush of building a scalable business and taking it to the next level with maximum profitability, business owners often mismanage their finances. This native integration is going to help our users very much.
Quick set up
Open set up and jump right into the “Apps” section to find QuickBooks. Just install QuickBooks inside Salesmate CRM and enjoy a streamlined view of your financial records.
View your entire contact information and the status of their invoices, payments, and estimates without leaving your CRM. Also, track financial details of your associated contacts, companies, and deals.
Take suitable actions as per the status of your payments (paid, partial, or overdue).
Keep an eye out on the status of your invoices, payments, and estimates without losing focus on sales. With details of the accounts and their values in front of you, taking your conversation to the next stage will become smoother.
Stay productive and profitable
Keep your sales game up with Salesmate and QuickBooks online integration.
Want to know more about how Salesmate CRM integrates with Quickbooks online? Then do check out our help portal.
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A writer with an uncommon funny bone and a knack for perfection, Saptarshi loves to write about anything that can be of help to businesses, people, and dogs! A true human at heart, he likes to spend most of his time researching the internet to find ways technology is influencing our daily life (positively).