CRM Tools to Manage Your Clients

By Lois Leonard

0 min read

Managing leads, invoices, email marketing and your sales representatives in the field can be time-consuming. Consider these three QuickBooks-compatible customer relationship management apps to streamline your processes and save time.

  • Insightly CRM provides an efficient platform to manage your clients, invoices, payments, projects and opportunities. The app shows you everything about you clients, including email history, purchases and payments, which serves powerful intelligence when it comes to identifying sales opportunities.
  • Method:CRM lets business owners give multiple team members the ability to enter sales invoices. The app also helps you identify and manage leads with one click.
  • Repsly, designed for field representatives, includes mobile forms, appointment setting, and time and mileage tracking. GPS features help you locate your reps and find new customers.
Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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