Business runs better with QuickBooks Online and Legrand CRM
Our seamless integration with QuickBooks Online delivers quick and easy access to financial summaries and invoices from inside Legrand CRM. No need to switch to QuickBooks to find out if the customer still owes you money or to find out what they have purchased recently.
Your team instantly has the full picture when dealing with customer queries.
Our deep integration enables you to: –
- Import QuickBooks contacts and business names into Legrand CRM and sync contacts
- Convert leads in Legrand CRM into customers in QuickBooks
- Import sales invoices and customer payments from QuickBooks into Legrand CRM.
- Quickly find customers by amount spent
- Perform targeted communications based on sales; for instance, send a Thank-You email to all customers who spent more than $1,000 with you last month.
Why Legrand CRM?
Legrand CRM acts as the central database of all the people you do business with — leads, customers, suppliers, contractors. Use it to manage your team’s sales activities and customer service activities. Legrand CRM system delivers business intelligence and business continuity: –
Business Intelligence: Legrand CRM enables the business owner to keep his/her finger on the pulse of the business – e.g. what is the team doing, what is in the sales pipeline, how many new leads have we added this month, etc…
Business Continuity: because information about clients and client activities is stored centrally in the CRM database, when a team member leaves that data stays with the business, enabling the next person to easily pick up the thread and continue the relationship with clients.
