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#1 Quickbooks CRM

iEnterprises iCRM is a highly configurable CRM solution that is fully integrated with Quickbooks and provides everything you need to manage and grow your small business.

Only $29.95 per user per month for unlimited usage

Features

  • Seamlessly integrates with QuickBooks.
  • Sync accounts and contacts with QuickBooks.
  • Automatically creates Invoices in QuickBooks when a deal is closed.
  • Supports recurring revenue.
  • Provides Visibility into QuickBooks from iCRM
  • Provides fully automated QuickBooks credit card billing.

Library

  • Fully integrated document library allows you to securely share documents company-wide.
  • Track and store electronic documents with easy-to manage version control and access restrictions.
  • Quickly index and archive documents.
  • Generate Microsoft Word documents and other materials using custom templates.
  • Easily view the history of all documents created.

Leads Management

  • Better qualify leads before they are added to your contacts database and more easily import lead lists.
  • Track and log all point-of-sales prospect interactions such as sales calls, emails, meetings and other calendar entries.
  • View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.

Events

  • Automate the planning and tracking of all aspects of corporate events.
  • Effortlessly send invitations using personal and public mailing lists.
  • Maintain attendance lists; establish processes and assign and manage tasks.
  • Generate and track personalized mass correspondence via print or e-mail.

Opportunities / Pipeline Management

  • Analyize sales trends, project revenue over any period of time, and better manage the entire sales cycle.
  • Encourage collaborative selling by triggering notifications/ to-dos at critical steps of a process.
  • Identify missed steps that may have caused poor sales.
  • Handle requirements for different vertical markets.
  • Create activity or call reports; pull sales or support data in a few clicks.

Customer Service Tickets

  • Use call tracking, automatic escalation, automatic e-mail notifications, and assignment pools by expertise to effectively tackle customer needs.
  • Track incidents and complaints to better serve customers and maximize customer retention.
  • Track calls, assign pools, and receive set up notification workflow with Help Desk.
  • Generate reports for analysis.

Account / Contact Management

  • Capture and share client and contact information within company.
  • Get a complete view of all interactions with a client or contacts.
  • Communicate with clients and contacts on an ongoing basis.
  • Gain complete client level security.

Products

  • Easily store price, recurring revenue and other product or service information on the products and services your business provides.
  • Pull product/service/recurring revenue information through to view in Opportunities and quotes.
  • Keep up to date with graphical reports on most popular items.

Activities

  • Track and log all points of customer interaction such as sales calls, emails, meetings and other calendar entries.
  • Gain a central hub of activities by linking to other databases.
  • View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
  • Strengthen departmental collaboration with group calendar sharing.

Mobile and Offline

  • Complete mobile capabilities for iOS and Android.
  • Off line data provided within the mobile client for disconnected access.
  • A lightweight offline browser client for offline desktop access.

Integration with Other Applications

  • Gmail plugin for full email integration.
  • Outlook plugin for full Outlook integration.
  • Lotus Notes plugin for full Notes Mail integration.
  • Complete QuickBooks integration for recurring revenue transactions.

Recurring Revenue Tracking and Management

  • Store recurring revenue information with expiration date, length of contract and other details.
  • Generate quotes with automatic calculation of recurring revenue based on length of contract and/or pro-rata calculations for existing subscribers.
  • Allow self-service so customers can subscribe to the appropriate products easily and automatically.
  • Automatic credit card billing including automatic feed to QuickBooks.