Get a detailed picture of where your business stands with all your business data, all in one place – accessible from anywhere. Pull in your customer and financial data, plus generate quotes and invoices and transfer them directly to your accounting system – removing the need for double data entry. Centralise, manage and stay in control of your data with the CRM.
the CRM has a two-way connection to help streamline and automate your sales process. Our accounting integrations lets you:
- Import existing customers into CRM (including all previous sales data).
- Import your product file to quote and sell based on your existing accounting data.
- Export new customers and sales to accounts to remove duplicate data entry and save time.
Please select your accounting system below for more information.
Please contact our support team at [email protected] for more information about getting connected.