Accounting Connect
Cloud Accounting Connector for Sugar®
Features and Benefits
Financial Reporting
Get financial reports by business unit or sales rep without hassle. By leveraging the CRM, combined with the tagging or tracking categories available in modern accounting packages, you can improve the value of your financial reporting.
View All FeaturesIncrease Efficiency of Sales & Administration
Get rid of double entry and end up with a high quality, single source of truth within your organisation.
View All FeaturesImprove CRM Adoption
By reducing double entry and making life easier for your staff, you’ll end up with a system that your staff want to use.
View All FeaturesImprove Customer Insights
By capturing financial information in your CRM and comparing that with other key data within your CRM such as pipeline, support load and general activity level, you’ll be able to work out the sort of clients that work for your business or organisation.
View All Features
DETAILS
Financial Reporting
Get financial reports by business unit or sales rep without hassle. By leveraging the CRM, combined with the tagging or tracking categories available in modern accounting packages, you can improve the value of your financial reporting.
Increase Efficiency of Sales & Administration
Get rid of double entry and end up with a high quality, single source of truth within your organisation.
Improve CRM Adoption
By reducing double entry and making life easier for your staff, you’ll end up with a system that your staff want to use.
Improve Customer Insights
By capturing financial information in your CRM and comparing that with other key data within your CRM such as pipeline, support load and general activity level, you’ll be able to work out the sort of clients that work for your business or organisation.
ALL FEATURES
Support
Phone Support:Support Email:
Support Knowledge Base:
Terms & Conditions
Terms of Service: http://www.crmonline.com.au/about-us/legal/terms-of-servicePrivacy Policy: http://www.crmonline.com.au/about-us/legal/privacy-policy
Resources
Please where we're going to have PDF and what notSimilar Apps
