Manage your sales and accounting effortlessly with CentrixOne’s CRM QuickBooks online integration

Say hello to your all-
in-one QuickBooks
CRM solution

Do you run your accounting on QuickBooks Online from Intuit? Are you
looking for the best customer relationship management system (CRM) for QuickBooks Online?

THEN, CONSIDER THIS:

CentrixOne is the simplest full-featured CRM solution available for QuickBooks Online. Offering complete native CRM QuickBooks Online integration, CentrixOne allows you to centralize and efficiently manage all of your contacts, sales, email marketing and accounting information. Best of all, your CRM data is hosted in Canada!

How CentrixOne’s CRM integrates with QuickBooks Online?

IT’S EASY! NO COMPLICATED IT SPECIALIST REQUIRED!

Get up-and-running with your CentrixOne CRM – QuickBooks in minutes!
3 easy steps for online integration!

Step 1

Log into CentrixOne.

Step 2

Go to the Settings section and click on the QuickBooks Online Integration tab.

Step 3

Follow the validation process and you’re done!

Integrated CRM features for QuickBooks Online

CentrixOne’s CRM for QuickBooks Online provides all the features you need to manage your sales and marketing initiatives—and seamlessly syncing the appropriate information with QuickBooks Online. Do you think a CRM integration for QuickBooks Online is too good to be true? Think again.

KEY FEATURES OF CENTRIXONE’S CRM:

Access all of your clients, accounts, partners and vendors
Create automated email campaigns
Nurture leads as they evolve down the sales funnel
Manage your sales pipeline by monitoring opportunities and tasks
Draw up estimates, proposals and purchase orders
Initiate the billing and invoicing process
Access dashboards and reports

Why QuickBooks Online
users love CentrixOne

EASY TO INSTALL AND SET UP

You can configure CentrixOne yourself, regardless of your technical skills, or ask one of our certified technicians for help if you want to customize your QuickBooks Online CRM even more.

SEAMLESS INTEGRATION WITH QUICKBOOKS ONLINE

With our CRM QuickBooks Online integration, CentrixOne CRM is quickly and effortlessly pre-populated with all your contacts, customers, sales and accounting information from QuickBooks Online—without any duplicate or manual entries!

LIVE SYNCHRONIZATION WITH QUICKBOOKS ONLINE

The data that you or your sales team enters in CentrixOne is automatically synched with QuickBooks Online. All data syncs back and forth in real-time. This means you don’t have to enter data twice and you always have the latest information at your fingertips! Convert your sales opportunities automatically to sales invoices.

SAVE TIME AND ELIMINATE HASSLE OF MAINTAINING TWO SEPARATE SYSTEMS

By automatically synching your data between your CRM and accounting system, you only have one system to maintain. No need to update two separate systems and entering data twice. Reduce the risk of manual entry errors, create unnecessary silos between your sales and accounting departments.

FULLY CUSTOMIZABLE QUICKBOOKS ONLINE CRM

With CentrixOne’s CRM for QuickBooks Online, you can add your company’s branding as well as customize fields, views and reports. You can also configure different user permissions so that your teams members only see what they are supposed to!

AVAILABLE ANYTIME AND ANYWHERE – EVEN ON YOUR MOBILE PHONE

CentrixOne is cloud-based so you can access your data anywhere, anytime via your mobile phone.—even on the go. Your CRM data is hosted in our data centers located in Canada.

Manage your sales and accounting effortlessly with CentrixOne’s CRM QuickBooks online integration

Say hello to your all-
in-one QuickBooks
CRM solution