Affordable QuickBooks CRM Web Applications for Project Management and Billing

QuickBooks SugarCRM Integration

Customer Question:  David, can you suggest an affordable CRM web application for a small project management and billing business running QuickBooks?

Answer:  SugarCRM is the fastest growing CRM software in the world, it is priced really well for small to mid-sized businesses.  SurgarCRM runs in the cloud, and is extremely customizable. In addition to all the standard CRM functionality, it also includes modules that can be used for project management and billing.  In addition, there is a QuickBooks SugarCRM integration which means you can do invoicing in QuickBooks and have visibility of the invoices in SugarCRM.

The integration synchronizes customers, invoice history, inventory items, quotes, and sales orders.  It's completely automated and runs on a scheduler.  Because we allow you to enter sales orders in SugarCRM and have them synced into QuickBooks in virtually real-time, orders can be entered on laptops, ipads, and other mobile devices by salespeople on the road.  No longer do you have to wait for remote access to QuickBooks or emailing orders into the office.  Orders can be entered right away through SugarCRM, and they will then automatically appear in QuickBooks.

This integration eliminates redundant data entry because the sales orders created in SugarCRM transfer into QuickBooks eliminating duplication of data entry and increasing the accuracy of orders in QuickBooks.  Inventory changes and customer name and address changes in one system can be instantly updated in the other.  

Our QuickBooks SugarCRM integration eliminates the need for expanding QuickBooks user licenses by seeing ERP data in SugarCRM.  Sales reps can now see on hand inventory quantities, open sales orders, invoice history, customer credit information, and everything they used to have to either lookup directly in QuickBooks or call someone to lookup for them.   Companies can now potentially downgrade QuickBooks user licenses, because these “inquiry users” no longer will need access to QuickBooks.

The SugarCRM QuickBooks integration offers visibility to QuickBooks ERP data in the Cloud and on mobile devices through SugarCRM. This SugarCRM QuickBooks integration allows sales reps to view QuickBooks ERP data on the road, on their ipads, and on other mobile devices without being connected to the office.   While Intuit is still getting their act together with their QuickBooks Online product, SugarCRM is one of the only ways to be able to see QuickBooks inventory, invoice history, and sales history data in the cloud.  

Written by David Faye, Owner Faye Business Systems Group

Entrepreneur with broad experience in building businesses and helping businesses grow primarily through the effective use of information technology. CEO of Faye Business Systems Group, a software company specializing in implementation, development, and support relating to cloud based Accounting, ERP, and CRM Software with extensive expertise in Sage MAS 90 and MAS 200, SugarCRM, Intacct, and the development of custom software.