Manage your sales and accounting effortlessly with CentrixOne’s CRM QuickBooks online integration
Say hello to your all-
in-one QuickBooks
CRM solution
looking for the best customer relationship management system (CRM) for QuickBooks Online?
How CentrixOne’s CRM integrates with QuickBooks Online?
3 easy steps for online integration!
Step 1
Step 2
Step 3
Integrated CRM features for QuickBooks Online
- Access all of your clients, accounts, partners and vendors
- Create automated email campaigns
- Nurture leads as they evolve down the sales funnel
- Manage your sales pipeline by monitoring opportunities and tasks
- Draw up estimates, proposals and purchase orders
- Initiate the billing and invoicing process
- Access dashboards and reports
Why QuickBooks Online
users love CentrixOne
EASY TO INSTALL AND SET UP
You can configure CentrixOne yourself, regardless of your technical skills, or ask one of our certified technicians for help if you want to customize your QuickBooks Online CRM even more.
SEAMLESS INTEGRATION WITH QUICKBOOKS ONLINE
With our CRM QuickBooks Online integration, CentrixOne CRM is quickly and effortlessly pre-populated with all your contacts, customers, sales and accounting information from QuickBooks Online—without any duplicate or manual entries!
LIVE SYNCHRONIZATION WITH QUICKBOOKS ONLINE
The data that you or your sales team enters in CentrixOne is automatically synched with QuickBooks Online. All data syncs back and forth in real-time. This means you don’t have to enter data twice and you always have the latest information at your fingertips! Convert your sales opportunities automatically to sales invoices.
SAVE TIME AND ELIMINATE HASSLE OF MAINTAINING TWO SEPARATE SYSTEMS
By automatically synching your data between your CRM and accounting system, you only have one system to maintain. No need to update two separate systems and entering data twice. Reduce the risk of manual entry errors, create unnecessary silos between your sales and accounting departments.
FULLY CUSTOMIZABLE QUICKBOOKS ONLINE CRM
With CentrixOne’s CRM for QuickBooks Online, you can add your company’s branding as well as customize fields, views and reports. You can also configure different user permissions so that your teams members only see what they are supposed to!
AVAILABLE ANYTIME AND ANYWHERE – EVEN ON YOUR MOBILE PHONE
CentrixOne is cloud-based so you can access your data anywhere, anytime via your mobile phone.—even on the go. Your CRM data is hosted in our data centers located in Canada.
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