Accounting is a vital part of any business, whether you handle it yourself or have an entire team. With today’s accounting solutions, managing your money has never been easier, but the right tool is vital. The good news is, you can easily integrate your favorite accounting solutions with the customer relationship management software you use for customer relationships, sales and human resources management.
A small business’s biggest advantage is being quick on its feet in order to respond to client needs. While a large firm employs a separate accounting staff to handle quotes and invoices for clients, as well as purchase orders for suppliers, this introduces an extra step that can slow down the customer experience. With 1CRM, a business’s front-office staff can generate the right accounting documents exactly when they’re needed, allowing your business to continue to run like a well-oiled machine.
1CRM can set up a bridge between all of your business’s functions to ensure everything runs seamlessly. Thanks to integrations with QuickBooks, Xero, FreshBooks, Saasu, and many other popular solutions, you’ll find that front-office staff can generate quotes and invoices in a timely manner from within the CRM, with all of the client’s vital information automatically populated from CRM data. This will save your team time and money.