How to Integrate Agile CRM with QuickBooks?

Created out of necessity, Agile CRM is designed to provide small and medium businesses (SMBs) with a comprehensive customer relation management tool at an affordable price. The application is a competent Cloud-based CRM, developed by a SaaS company when their sales and marketing teams had trouble collaborating. Agile has a free version that supports up to 10 users and provides the necessary services for a startup to streamline customer interactions. The paid plans for the platform offer document management, marketing automation, landing page builder, and integration with various third-party applications to facilitate time-tracking and SEO among others.

Agile offers a monthly subscription plan to their paid members, reducing upfront costs. The parent company also handles all security and maintenance updates, reducing the time organizations spend on IT issues, and freeing them up to focus on more important business operations. Agile is a software-as-a-service (SaaS) that enhances on-the-go access. The CRM supports access from any device (including smartphones and other mobile devices) with a functioning internet connection. Agile also offers a premium feature they call 500 apps which integrates around 40 apps to the CRM. This article will focus on covering the integration of Agile CRM with QuickBooks.

Advantages of Integrating Agile CRM with QuickBooks

QuickBooks is a widely used accounting software that supports integration with Agile CRM to combine customer relation management and financial tracking abilities into a single unified platform. The benefits of integrating Agile with QuickBooks are discussed below.

• The integration allows users to manage payments and invoices related to a specific customer from the contact page in Agile.
• Unifies accounting and CRM capabilities to minimize the time spent switching between Agile and QuickBooks. Also, reduces the risk of manual errors as financial information is automatically synced between the two software.
• Combining customer information with their spending habits allows organizations to gain better insight into their user base. Businesses can customize their marketing campaigns and make data-driven decisions to boost overall sales.
• The synchronization between the software allows for the creation of a more detailed financial report, facilitating comprehensive financial and performance analysis.

How to Integrate Agile CRM with QuickBooks?

The following section outlines the simple process of integrating Agile CRM with QuickBooks Online.

• Log in to Agile CRM and navigate to the Widgets options under Preferences.
• Select QuickBooks from the list of options, under the billing section.
• Click Add.
• You will be taken to a QuickBooks login page. Enter your credentials to log in and click on Link your Account.
• Finally, click on Authorize to validate and initiate the integration.

You have successfully integrated Agile CRM with QuickBooks and data synchronization can now start between the two.

Simplify your QuickBooks Integration with Apps4Rent

Integrating your CRM and accounting software offers nothing but upsides to your organization. It helps save time, money, and effort by eliminating the need for tasks like manual data entry. Integrating Agile CRM with QuickBooks enhances productivity, simplifies administrative tasks, and allows for better decision-making.

Apps4Rent is an Intuit Authorized Service Provider having years of experience with all matters related to QuickBooks hosting and its various integrations. Our dedicated support team can simplify your Agile CRM and QuickBooks Integration, ensuring seamless sync and zero issues post-integration.