The QuickBooks Advantage

With all the CRM solutions available in the market, it is oftentimes hard to choose which one is the right one for your company. Most of the time, business owners choose software without giving much consideration to what their business needs are as well as what their existing infrastructure can handle. Of course, instead of making the process run smoother, the wrong software could make your processes even a harder problem.

If your company is currently running a QuickBooks accounting system, then a good move would be to get a CRM solution that can easily be integrated with it. One solution is the Oasis CRM, a software solution that can easily integrate with both the UK and US version of QuickBooks Pro, Premier, and Enterprise. Oasis CRM is offered both as a web-based solution s well as a desktop application.

Aside from Oasis CRM, there are a number of software applications to choose from to serve as your QuickBooks CRM. Some of these include the Sage CRM, Legrand CRM, and Results CRM.

Backed by the power of Sage, Sage CRM, another CRM for QuickBooks, allows users to easily see QuickBooks information without the need for the latter to be installed locally. Sage CRM also allows for quick generation of invoices and quotes using information in QuickBooks. On the other hand, Results CRM is an end-to-end CRM application which features various functionalities such as contact management, scheduling management, sales force automation, marketing management, reports management, service order management, project & contract management, and inventory management, among others.

Legrand is another provider of CRM for QuickBooks. It allows a high degree of security by letting you assign authorized users including setting of their module permissions. You also have the power to choose which QuickBooks entry you would like to import to the Legrand database. This further allows your employees to get access to needed information without having to install or make use of QuickBooks.

Other QuickBooks CRM that you might want to consider include the Maximizer CRM Entrepreneur Edition, the Service Management Professional (SMP), and the Method Integration CRM Edition. All of these solutions feature campaign tracking, contact management including scheduling, contact tracking and history, online access, outlook integration, reporting, and web lead capture.