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OnContact CRM

Description

OnContact CRM seamlessly integrates with QuickBooks, so you can easily access customer financial information without leaving our application. Say goodbye to double data entry with fast syncing. Supports QuickBooks Online Desktop. 14-day free trial.

CRM Pricing Simplicity

CRM software just got better. With OnContact, you get everything you need for one simple price. For $50/month per user, OnContact CRM comes out of the box with our mobile app and comprehensive sales, marketing automation, customer service and contact center functionality. No hidden fees. No extra charges.
Browser Support:
Supported Browsers for Windows: Internet Explorer, Mozilla FireFox. Supported Browsers for MAC OS X: Apple Safari, Mozilla Firefox

Seamlessly Integrate your Accounting and CRM Data

With OnContact CRM QuickBooks integration, users can quickly access customer financial information without ever having to leave our application. You can view a customer’s payment status, purchase history, current balance and so much more in a synchronized, user-friendly platform, and eliminate dual data entry with easy syncing of customer records and product data. You can even promote orders created in OnContact CRM to create estimates, orders or invoices in QuickBooks.

A Complete Accounting View

OnContact QuickBooks integration lets you manage customer financial data in real-time directly from contact and company records in CRM. View open balances, estimates, invoices, receipts, credit memos, payments, refunds and more without ever leaving the CRM application.

Save Time with Fast Secure Product Syncing

With OnContact QuickBooks integration, customer and product data is effortlessly synced between the two applications. Product data stored in QuickBooks is synchronized with OnContact CRM to create new orders, provide pricing information and quantities on hand. The entire syncing process is fluid and user-friendly.

Save Time with Fast Secure Customer Syncing

With OnContact QuickBooks integration, customer and product data is effortlessly synced between the two applications. Customers originating in QuickBooks are directly imported into OnContact CRM, while contacts and company information from OnContact are exported to QuickBooks.

Easily Create Estimates, Orders and Invoices

Sales orders created in OnContact CRM can be optionally promoted to QuickBooks online and desktop versions to create estimates and invoices. Additionally, QuickBooks desktop supports the creation of orders. All sales orders created in OnContact use accurate, up-to-date product information from QuickBooks.


20/09/2017

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