With Prospect, your customer facing staff can produce quotations and sales orders using all your QuickBooks Online information, and confirm orders directly into QuickBooks Online with a click of a button.
Pull together all customer information in a single, consolidated view through integration with QuickBooks Online and use it for all touchpoints of the Sales cycle.
By connecting QuickBooks Online with Prospect CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling from our CRM for QuickBooks Online.
Our CRM for QuickBooks Online takes all your customer's account information like sales history and special pricing from QuickBooks Online, empowering you and your team to offer the best possible customer service 24/7.
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.
To set up the integration to QuickBooks Online, check out our set up guide below.Integration Set Up
Watch our short video to learn more about how our integration to QuickBooks Online works.