Many modern businesses rely on Intuit’s QuickBooks software to manage all of their finances, from payments and invoicing to payroll and bookkeeping, and we’re excited to announce a new CRM integration with the popular online accounting solution.
Agile CRM’s QuickBooks integration lets you manage payments and invoices directly from contact pages in the CRM. The plugin also displays past invoices, with itemized details, right on contact pages in the CRM. It’s a tremendously useful way to stay up-to-date on your customers’ financial relationship with your company.
As with many Agile CRM plugins relating to contact data and customer histories, the QuickBooks plugin takes the form of an interactive widget. Once you authorize Agile to integrate with your QuickBooks account, the widget automatically pops up on contact pages in Agile, and you’ll immediately have access to the plugin’s awesome real-time features:
- Instant sync: The plugin automatically syncs your QuickBooks and Agile CRM data in real time without the need for any additional software or hardware. You’ll never need to enter the same data more than once, and you can rest assured that your entire team will always be up to date.
- Create and send invoices: With the QuickBooks widget, you can create and send invoices directly from the CRM. Create invoices with the plugin while reviewing your contact’s complete user timeline in Agile’s unique 360-degree contact view. Send immediately.
- Track and receive payments: Not only can you use the plugin to track payments, but you can also use it to receive payments, so your customers never have to wait for confirmation that their payments were received. Close deals and build your business in real time.
- See customer payment histories: Negotiating a new deal or following up on an old invoice? With the QuickBooks widget in Agile CRM, you’ll always know exactly where you stand with a contact. Save time and scale the smart way.
Like Agile CRM, QuickBooks has features that appeal to a wide range of companies, including SaaS companies and eCommerce businesses. Don’t forget to use Agile as a social CRM to thank your best customers on social media, so they can spread the word about how much they love your company.
Our financial software integrations are currently only available in paid plans. Not sure you’re ready? Start with a free CRM account and upgrade at your leisure. Free accounts in Agile CRM include cool features like social media integration, marketing automation campaigns, and 2-way Google Apps integration, so you’ll be off to a great start.