CRM Integration With QuickBooks
Pipeline CRM integrates with QuickBooks. Give your Accounts team early access to sales forecasts, immediately share won deals with them, and generate invoices seamlessly. Pipeline CRM keeps sales teams on track, and can provide more accurate financial data, too.
Combine sales engagement and customer relationship management in one place. With a QuickBooks and CRM Integration, you can more clearly understand complete customer relationship lifecycles.
With our QuickBooks CRM integration, you can add new customers using contacts already in your Pipeline CRM account. And you can easily generate invoices for contacts attached to closing Deals.
Save time and avoid redundancy. There’s no need to edit contacts on both platforms. Instead of double data entry, all edits update in real time across both platforms.
Make sales forecasts a more integral part of your company’s financials with Pipeline’ advanced insights and reports. Manage invoices, payments, and estimates to accelerate your pipeline.