QuickBooks + Efficy CRM

Synchronise QuickBooks with Efficy CRM

Info
QuickBooks

QuickBooks

Accounting
Info
Efficy CRM

Efficy CRM

Customer Relationship

Optimise your QuickBooks accounting by integrating Efficy CRM to better track your Leads and Contacts.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

What can I do with Efficy CRM?

Efficy provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Efficy also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Can I connect Efficy to other applications not listed on Synchron?

Efficy's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Efficy account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.

Can I import and export data into QuickBooks Online?

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.

What reports types are available in QuickBooks Online?

Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.

Connect QuickBooks and Efficy CRM

No technical knowledge required, start integrating in 5 minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate QuickBooks and Efficy CRM easily

Accounting

QuickBooks is an accounting software developed and marketed by Intuit for small and medium businesses. QuickBooks is available in a desktop version and a cloud version called QuickBooks Online, accessible from your browser.

https://quickbooks.intuit.com

Customer Relationship

Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.

https://www.efficy.com

Questions about the integration?

Request more info on QuickBooks + Efficy CRM integration

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