Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
Tips to integrate Clearbit and Teamleader easily
Clearbit is a marketing data engine that helps you understand your customers, identify future prospects, and personalise every single marketing & sales interaction.
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.