RSS

CRM

APPS Directory Spotlight - OneSaas

Save time and money by automatically connecting your business apps across accounting, eCommerce, billing & invoicing, CRM, fulfillment, email marketing and more. With your apps working happily together, you'll be able to get back to business! Read more

May 21, 2019 9:36 AM From The Publisher

Dan de Roulet, co-founder of Knowify, takes a look at two levels of integration, and hopefully helps you make better decisions when you’re looking to add features/functionality to your tech stack. Read more

Payroll & Merchant Services

APPS Directory Spotlight - FlowLink

FlowLink is the revolutionary back office eCommerce integration platform that integrates ANY store with ANY tool! With You have the ability to set up highly customized store integrations for most any back office eCommerce software that you use. Read more

Mar 1, 2019 2:40 PM From The Publisher

Right Networks has completed the acquisition of Propelware, the company that produced Autofy, a powerful connector of e-commerce and CRM applications to QuickBooks and QuickBooks Online. Read more

Vendor Corner

Clio Grow, bringing practice management, client intake, and CRM has been announced for early 2019. Volume Ltd. has announced new training and certification experiences for Intuit QuickBooks ProAdvisors in the US and UK. Read more

Vendor Corner

Sage Intacct has just launched the latest version of our award-winning cloud financial management software—Sage Intacct 2018 Release 3. Read more

Vendor Corner

Fridays at Insightful Accountant are almost always product feature days...we have different feature articles based upon our 'depth of review', from almost a show-n-tell to in-depth analysis, we focus on products for you. Read more

Vendor Corner

Discover how smoothly your firm can operate when all of your workflow and management needs are connected by a comprehensive application; simplify & streamline from top to bottom with ABACUSNEXT. Read more

Vendor Corner

June 26, 2018 at 2:00 p.m. EST: In this webinar, Lindsay Conderman will discuss how firms can grow their client base by not only acquiring new clients but by increasing wallet share and reducing turnover utilizing ResultsCRM. Sponsored by Canon. Read more

Educational Webinars

AbacusNext®, the largest Technology-as- a-Service (TaaS) provider for the legal and accounting professions, today announced their acquisition of Commercial Logic, developers of practice management and workflow tools for accounting professionals. Read more

Vendor Corner

See how the AbacusNext Partner Program helps accounting professionals and their clients achieve success through the delivery of a complete suite of compliance-ready technology solutions. Read more

Vendor Corner

AbacusNext moves forward in the accounting vertical with acquisition of OfficeTools. Read more

General Ledger

So, you need billing software that's more sophisticated than QuickBooks? Don't worry, contributing author Caren Schwartz offers her tips for choosing a solution that can help. Read more

Tax & Practice Management

After attending the "Scaling New Heights 2016" conference in the Bahamas, Leah Welsh, founder and owner of Strategic Accounting Solutions, discovered that the building blocks for success we need often are right in front of us. See what they are. Read more

People & Business

Many people are not even aware that the QuickBooks Lead Center exists, or that they can import their leads into the Center for CRM 'like' functionality. OK, I admit that it isn't a full blown CRM, but it's still beneficial for some users. Read more

General Ledger 2 Comments

Infusionsoft has added QuickBooks Online and Xero integrations allowing a 360 degree view of every business transaction and full front and back office integration. Read more

Vendor Corner

Sales cycles are lengthening beyond what’s expected, making it almost impossible to consistently deliver predictable revenue for businesses. Here are some ways you may shorten your sales cycle. Read more

People & Business

A CRM system can be the key differentiator that allows you to better serve your clients. John Silvani shares the key traits you need to look for in the CRM solution you choose. Read more

Tax & Practice Management

John Silvani of Gravity Software shares more insight into why a CRM system is a critical to the future Read more

People & Business

A CRM system can be a vital component of the management and growth of any business, including an accounting or bookkeeping business. John Silvani provides some insight for those considering adding a CRM system. Read more

People & Business

  • prospects

    S.John - Fotolia

    prospects

    Render of a CRM Funnel Chart.

300 Opaque Ad Separator

300 Opaque Ad Separator

300 Opaque Ad Separator

300 Opaque Ad Separator