QuickBooks - CentrixOne

Say hello to your all-in-one QuickBooks CRM solution

Do you run your accounting on QuickBooks Online from Intuit? Are you looking for the best customer relationship management system (CRM) for QuickBooks Online?

Then, consider this:

CentrixOne is the simplest full-featured CRM solution available for QuickBooks Online. Offering complete native CRM QuickBooks Online integration, CentrixOne allows you to centralize and efficiently manage all of your sales, marketing and accounting information.

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How CentrixOne’s CRM
integrates with QuickBooks Online

It’s easy! No complicated IT required!

You are up-and-running with your CentrixOne – QuickBooks
Online integration in a snap!

Step 1

Log into
CentrixOne.

Step 2

Go to the Settings section
and click on the QuickBooks
Online Integration tab.

Step 3

Follow the
validation process
and you’re done!

Integrated CRM features for QuickBooks Online

CentrixOne’s CRM for QuickBooks Online provides all the features you need to painlessly manage your sales and marketing initiatives—and syncing the appropriate information with QuickBooks Online. Think a CRM integration for QuickBooks Online is too good to be true? Think again.

Here’s the deal with CentrixOne’s CRM:
  • Access all of your clients, accounts, partners and vendors
  • Create automated marketing 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 technology skills, or ask one of our certified partners for help if you want to customize your QuickBooks Online CRM even more.

SEAMLESS INTEGRATION WITH QUICKBOOKS ONLINE

With our CRM QuickBooks Online integration, your CRM is quickly and effortlessly pre-populated from all your contacts, customers, and sales and accounting information from QuickBooks Online—without any manual or duplicate 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. Another great feature? You can configure different user permissions so that your employees only see what they are supposed to!

AVAILABLE ANYTIME AND ANYWHERE – EVEN ON YOUR MOBILE PHONE

CentrixOne is cloud-based so access your data anywhere, anytime—even on the go—via your mobile phone.

Our partners

Operio

Are you ready to take advantage of a fully integrated CRM for QuickBooks Online that’s easy and intuitive?

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