Accounting CRM Software Integrations
Sage One Accounts is perfect for small business owners who want greater control of their finances, but don’t necessarily have an accounting background or time for software training.Find out more
KashFlow is designed to help make running small businesses (and larger companies) easy, without you needing any accounting or bookkeeping knowledge. So you’ll be able to pick it up quickly.Find out more
Xero’s easy to use online accounting software is designed specifically for small businesses with all the time-saving tools you need to grow your business. It’s secure and reliable with 24/7 support.Find out more
Benefits of Accounting CRM Software
With online accounting you can seamlessly create and update customers between your accounting system and CRM, and create invoices directly from your Opportunities. So when you confirm your sale in your CRM you can send the invoice to the customer straight from their CRM account. Being cloud-based means any data changes made by your accounts team is synchronised with the CRM so your sales team will always have the latest information.