Quickbooks is one of the most popular accounting software systems for small businesses. Integrating your small business CRM with Quickbooks allows you to easily share your accounting and financial information with your sales team. This enables you to better track expenses and generate more detailed reporting to show you where you can improve on costs. Check out the video below to learn more.
Instead of managing your business between multiple poorly integrated web apps, WORK[etc] integrates all the tools you need to manage your business into one platform.
Centrally manage contacts, sales, projects, support cases, time tracking, and billing. Log expenses related to an activity, track time spent working on projects, and create billable milestones. Manage a list of products within a product catalog, along with quotes and estimates. Then, instantly turn any of these charges into an invoice and have the specific data sync with Quickbooks online.
Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.
Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.
Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.
If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.
Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.
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