New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. P.A.I.G.E. (the Prospect AI Growth Engine) can even predict when a regular customer has missed an order and alert your Sales or Account Management team to contact the customer before they churn for good.
Grow Your Sales with CRM Software that Integrates with QuickBooks Online
See your orders, invoices and expenses flow into your accounting software with Prospect CRM for QuickBooks Online and grow your business from day one
The Best CRM for QuickBooks Online
Seamless Data Sync
Customer information, sales history, and transaction details are automatically synced between QuickBooks Online and Prospect CRM, reducing manual data entry and minimising errors.
Improve Cashflow Management
Quick access to up-to-date invoices and payment statuses allows teams to monitor cash flow closely and follow up on issues proactively, enabling the systems to support finance teams in collecting and processing payments.
Reduce Admin Work
Eliminate repetitive data entry when you integrate Prospect CRM with QuickBooks Online, saving time for both Sales and Finance teams and reducing the likelihood of data entry errors.
Why Prospect CRM?
Prevent disconnected data
Store all data from sales to accounting against the correct company and contact to keep real-time track of your transaction history and order status. Build rich insights, reports, and analytics that utilise the integration data to highlight strengths and weaknesses across your operations.
Better forecasting
Empower Finance teams with data-driven forecasts that reflect current sales trends and pipelines with integrated software that provides a consolidated view of sales, expenses, and revenue. Further improve your reporting with integrated inventory management to enhance visibility across all departments.
Maximise LTV
With centralised, real-time data at your fingertips, you’ll be able to identify your most profitable customers and what they have in common. Use this knowledge in your marketing and sales strategies to identify your ICP (Ideal Customer Profile), allowing you to find and retain more loyal customers and power sustainable, repeatable, and predictable growth.
Trusted by wholesale businesses worldwide
Grow your business with CRM Software integrated with Quickbooks Online
Grow your Customer Base
Prospect CRM will accelerate your sales success, helping you close new B2B customers faster and more efficiently. Just a small increase in new-business close-rate can have a profound impact on business growth over time.
Maximise Customer Retention
Increase Order Value & Frequency
CRM software integrated with quickbooks allows Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings your wholesale products to life with upsell, cross-sell & must-sell capabilities.
Create Happier Customers
Whether it's just checking in with customers and recording activities, or logging and dealing with important customer issues - a CRM is all about staying on top of the things that matter to your customers and building stronger, more profitable relationships.
Work Better as a Team
Centralised customer data in Prospect CRM, automatically updated with new accounts, new orders and new invoices from QuickBooks Online, means your whole team has a clearer picture of what's happening with each customer and who's doing what.
Improve Business Reporting
You shouldn't just report on isolated data from QuickBooks Online, or just from Prospect. Instead, bringing all the data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from QuickBooks Online with Prospect CRM data and activities.
Customer Success Stories
FAQs
What is QuickBooks Online?
QuickBooks Online is an accounting software program businesses use to manage sales and expenses and keep track of daily transactions. You can use it to invoice customers, pay bills, generate reports for planning, tax filing, and more.
How much does Prospect CRM cost?
After your 14-day, QuickBooks Online-integrated Free Trial (no credit card required for this), our most popular package that businesses subscribe to is Professional CRM – take a look at our pricing here.
Is there any training/onboarding available?
Sure – we'd recommend any new Prospect CRM customer considers one of our FlightPaths to get the whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s a FlightPath to suit every budget.
How do I integrate my Prospect CRM trial to QuickBooks Online?
Our Quickbooks integration is simple and easy to setup! Just follow these simple steps. Integrating Quickbooks has never been easier.
How long does the import take to run?
Our CRM integration with Quickbooks Online means your data import completely depends on the amount of data in your Quickbooks Online system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours.
Can I connect QuickBooks Online as well as my inventory management system to Prospect CRM?
Yes! Prospect CRM supports multiple connections, so you can integrate both QuickBooks Online and your inventory management system. For a step-by-step guide on adding QuickBooks Online as a secondary connection, check out our help article.