Press Releases > ConvergeHub Integrates QuickBooks Online to Enable Users to Manage Customers and Finances from within the CRM Platform
ConvergeHub Integrates QuickBooks Online to Enable Users to Manage Customers and Finances from within the CRM Platform
San Francisco, CA August 05, 2015
Expanding its list of functionality, ConvergeHub today announced integration of the popular accounting solution QuickBooks Online within its cloud CRM platform. Users are now empowered to get a consolidated view of their customers and finances from within the CRM repository itself.
QuickBooks Online within ConvergeHub will give businesses a convenient way to:
- Create/Update data in QuickBooks with automatic update in ConvergeHub or vice versa.
- Speed through customer interactions, quotations, bookkeeping and billing.
- Access the combined information of ConvergeHub and QuickBooks records in one spot whether at work or home; on a Desktop, iPad, iPhone or Android device.
- Create, edit and manage all the invoices with itemized details. Schedule them in advance to send invoices timely to the customers.
- See customers' invoice histories in the sub-panel of their details page. Share invoices with others through email.
- Collaborate with the accountant or bookkeeper to get updates on the finances.
On the whole, the combination of ConvergeHub and QuickBooks Online will let the business entrepreneurs stay on top of their customer relations and finance management.
''We completely understand the difficulty by which business entrepreneurs work the entire day managing different processes and mapping the data from multiple standalone systems. The integration of QuickBooks Online and ConvergeHub is just one of the ways to reduce this difficulty level by a substantial degree.
QuickBooks Online and ConvergeHub integration will provide a convenient way to entrepreneurs to keep track of their customers, invoices, quotations and outstanding payments without toggling between platforms. It will not just make their business more streamlined, systematic and organized but help them grow further by doing hassle-free finance management from the CRM platform itself,'' said Manash Chaudhuri, CEO of Converge Enterprise, Inc.
How to Get Started
Users simply need to visit the ConvergeHub Apps Store and add the QuickBooks Online app into their ConvergeHub account to start accessing the combined functionality.
A detailed explanation on QuickBooks Online integration within ConvergeHub is available at the website.
ConvergeHub is a cloud based all-in-one CRM software for complete Customer Engagement Management, combining sales, marketing, customer service and collaboration into one unified and easy-to-use platform. ConvergeHub's award winning CRM includes Sales Force Automation, Marketing Automation, Email Marketing, Social integration, Customer Support, Collaboration, Document Management, Project Management, Invoicing, Reports and Analytics.
ConvergeHub is a product of Converge Enterprise Inc, a leading technology company enabling small and medium businesses run all customer-centric activities from a single integrated cloud based platform. Founded in 2012, the company is privately held and headquartered in Silicon Valley, California.
Renowned names like Destination CRM, Boston Herald, Los Angeles Times, San Francisco Chronicle, TMCNet, International Business Times, The Miami Herald and CRM Idol have already featured ConvergeHub as an innovative next generation Customer Engagement Management solution for the global market.
[ This post was originally published in PRWEB ]