QuickBooks CRM system seamlessly integrates customer relationship management (CRM) capabilities with accounting and financial management functions to provide small businesses with a comprehensive solution for managing customer interactions, tracking sales, and monitoring financial performance.
By centralizing customer data, QuickBooks CRM makes it easy for businesses to track customer interactions across multiple channels, including phone, email, and social media. This allows businesses to better understand customer needs and preferences, and to provide more personalized service. Additionally, QuickBooks CRM integrates with QuickBooks Online accounting software, allowing businesses to easily track sales and expenses, and to generate invoices and reports.