ERP and CRM data in One?
Sugar Integrate for QuickBooks Online automates the order fulfillment process by syncing data between the two systems. It reduces duplicate data entry time and enables sales and finance professional to focus on what matters most by integrating the ERP data with CRM.
- Two-way sync between Sugar Accounts and QBO Customers
- Automatic creation of estimates in QuickBooks Online, based on a 'closed accepted' Sugar quote
- Invoices and Payments are synced to Sugar from QuickBooks Online
- Enabling or disabling the sync of optional Invoices and Payments modules based on customer preference
With Sugar Integrate
- Eliminate duplicate data entry and redundancy
- Streamline operations and
- Facilitate better sales rep decisions and customer conversations with customer purchase and payment history within the CRM platform
- Access critical customer, sales, billing and other ERP data right inside their SugarCRM
- Enable better management decisions with full visibility of the sales process from lead to cash