Integration with KashFlow Accounting

Really Simple Simple Systems integrates seamlessly with KashFlow Accounting
You can link your CRM system directly to your KashFlow Accounting system through the Really Simple Systems/KashFlow interface

Customer Account Information

• See your Customer’s account balance, overdue balance, total sales and last invoice date on their Account page in your CRM system
• Create a new Customer in KashFlow with one click from your CRM system
• Update existing Customers in KashFlow with new CRM data
• Click through directly from the Account page in your CRM system to the Customer’s account in KashFlow

Invoices and Quotes

• Turn an Opportunity in your CRM system into a Quote in KashFlow
• Create and post Sales Invoices within KashFlow from an Opportunity

 

More details on KashFlow Accounting at www.kashflow.com