SalesQuick for QuickBooks
Access your local QuickBooks installation without the need for QuickBooks Online or a hosted instance from Intuit.
A secure platform for your sales team to view their sales and manage their accounts.
Records can be filtered by sales reps. This allows each salesman to see only their accounts and related orders assigned inside QuickBooks.
Management can be given rights to see all sales across the company.
Dashboards are utilized to display relevant information to the sales team to show sales by month, top accounts, and oldest accounts by order date.
Utilize quick account actions to quickly contact your accounts with actions to call, text, email, and map your accounts.
Drill down to Order Invoice information and even line item detail of each order to validate what has been sold.
The powerful map view can show your accounts nearby and quickly identify active accounts by pin color based on the last order date of the account. Quickly access turn by turn navigation to a client starting from your current location. Google map features such as Street View can give you a visual of your destination before reaching it.
Give your team the tools to effectively manage their accounts and grow your business.
Data can be sync’d to your local device allowing offline access of current data without the need for an internet connection. Data can be updated via cellular or WiFi when available.
This application’s features and dashboards can be customized to meet YOUR requirements and tailored to your needs. Please contact us to discuss the possibilities with you.
*** Note all data in the application is randomly generated to show the functionality and possibilities of the application. Invoice totals and numbers may not add up due to this.
A secure platform for your sales team to view their sales and manage their accounts.
Records can be filtered by sales reps. This allows each salesman to see only their accounts and related orders assigned inside QuickBooks.
Management can be given rights to see all sales across the company.
Dashboards are utilized to display relevant information to the sales team to show sales by month, top accounts, and oldest accounts by order date.
Utilize quick account actions to quickly contact your accounts with actions to call, text, email, and map your accounts.
Drill down to Order Invoice information and even line item detail of each order to validate what has been sold.
The powerful map view can show your accounts nearby and quickly identify active accounts by pin color based on the last order date of the account. Quickly access turn by turn navigation to a client starting from your current location. Google map features such as Street View can give you a visual of your destination before reaching it.
Give your team the tools to effectively manage their accounts and grow your business.
Data can be sync’d to your local device allowing offline access of current data without the need for an internet connection. Data can be updated via cellular or WiFi when available.
This application’s features and dashboards can be customized to meet YOUR requirements and tailored to your needs. Please contact us to discuss the possibilities with you.
*** Note all data in the application is randomly generated to show the functionality and possibilities of the application. Invoice totals and numbers may not add up due to this.
Category : Business
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What a killer app. Using QuickBooks info to stay on top of sales opportunities. Five Stars!!!!!