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?
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.
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.