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JRH2
Level 3

CRM in Enterprise

Hello,

 

I am spending way too much time on here...

 

The release notes from May for Enterprise mentioned there is now an integrated CRM function in Enterprise, but I cannot find any other information. I am utilizing Tsheets and Quickbooks as of now. It would be totally great if I didn't have to suggest another program for our guys to have to deal with on a day-to-day.

Can anyone point me in the right direction for more information?

 

Thank you for any help!!

3 Comments
MaryAnn_E
QuickBooks Team

CRM in Enterprise

Hi there, @JRH2.

 

 

A CRM system helps businesses keep customer contact details up to date, track every customer interaction, and manage customer accounts. It is designed to help businesses improve customer relationships and also customer lifetime value.

 

You may visit our QuickBooks marketplace to check the detailed feature. Here is a resource for some additional QuickBooks apps that may work for your business: https://desktop.apps.com/listing?q=crm#!/list/page/1/search=crm.

 

If you have any other questions, you can always post on this thread. Take care always,

JRH2
Level 3

CRM in Enterprise

@MaryAnn_E

The connector in QBs Desktop is not a full functioning CRM though, correct? It is just a port for integration?

 

Thank you for the response!!

ReyJohn_D
Moderator

CRM in Enterprise

The CRM connector is an add-on feature, @JRH2.

 

It's an optional subscription available in QuickBooks Enterprise Diamond. It syncs QuickBooks to Salesforce to minimize duplicate entries. 

 

You can control what information is exchanged between Salesforce and QuickBooks. And during setup, you can select pre-built sync options or customize preferences for your business needs. For more insights about it, please visit our QuickBooks Blog site.

 

Also, the good thing is, you can utilize third-party apps to integrate with QuickBooks Desktop according to your needs. You may visit our  QuickBooks app website for more details. 

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I'm here to help if you have more questions or any QuickBooks concerns. Have a good one.

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