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Introduction
Welcome to our comprehensive guide on OnContact CRM for QuickBooks. If you’re looking for a powerful tool to streamline your business operations and boost productivity, you’ve come to the right place. In today’s digital age, businesses need a robust and reliable customer relationship management (CRM) system to keep up with the competition.
OnContact CRM for QuickBooks is a top-rated software suite that can help you manage your customer interactions, marketing campaigns, sales processes, and accounting data all in one convenient platform. It’s an excellent choice for small and medium-sized businesses that want to boost their bottom line and improve their customer experience.
In this article, we will provide you with an in-depth analysis and review of OnContact CRM for QuickBooks, including its features, benefits, pricing, and much more. By the end of this guide, you will have a clear understanding of how OnContact CRM for QuickBooks can help your business grow and succeed in today’s competitive marketplace.
What is OnContact CRM for QuickBooks?
OnContact CRM for QuickBooks is a powerful customer relationship management software suite designed specifically for businesses that use QuickBooks for their accounting needs. It seamlessly integrates with QuickBooks, allowing you to manage all your customer information, sales, and accounting data from a single platform.
OnContact CRM for QuickBooks offers a wide range of features, including:
| Features | Description |
|---|---|
| Contact management | Organize all your customer data in one place, including contact information, orders, invoices, and payments. |
| Sales automation | Streamline your sales processes, from lead generation to closing deals, with automated workflows and reporting. |
| Marketing automation | Create and manage targeted marketing campaigns, including email marketing, social media, and more, to generate leads and boost conversions. |
| Customer service | Track all customer interactions, including support tickets, inquiries, and complaints, to ensure excellent customer service. |
| Reporting and analytics | Gain valuable insights into your business performance with customizable reports and analytics dashboards. |
How Does OnContact CRM for QuickBooks Work?
OnContact CRM for QuickBooks is a cloud-based software suite that can be accessed from anywhere with an internet connection. It’s easy to set up and use, with intuitive navigation and user-friendly interfaces.
When you log in to the OnContact CRM for QuickBooks platform, you’ll see a dashboard that gives you an overview of your sales and marketing performance, including recent activities, sales pipeline, and upcoming tasks. From there, you can navigate to different modules, such as contacts, leads, opportunities, and more, to manage your customer interactions and sales processes.
OnContact CRM for QuickBooks also offers seamless integration with QuickBooks, allowing you to synchronize your accounting data with your CRM data. This means that you can easily generate invoices, process payments, and track expenses directly from your CRM platform, without the need for manual data entry.
Benefits of OnContact CRM for QuickBooks
OnContact CRM for QuickBooks offers a wide range of benefits for businesses, including:
1. Streamlined Processes
With OnContact CRM for QuickBooks, you can streamline your sales and marketing processes and automate repetitive tasks, saving time and improving efficiency.
2. Improved Customer Experience
OnContact CRM for QuickBooks allows you to provide excellent customer service by tracking all customer interactions and resolving issues quickly and efficiently.
3. Increased Productivity
By integrating your sales, marketing, and accounting data in one platform, OnContact CRM for QuickBooks can improve collaboration and communication among your teams, leading to increased productivity and better results.
4. Customizable Reports and Analytics
OnContact CRM for QuickBooks offers customizable reports and analytics dashboards, giving you valuable insights into your business performance and helping you make data-driven decisions.
5. Affordable Pricing
OnContact CRM for QuickBooks offers affordable pricing plans that fit any budget, making it an excellent investment for small and medium-sized businesses.
6. Easy Integration with QuickBooks
OnContact CRM for QuickBooks seamlessly integrates with QuickBooks, allowing you to synchronize your accounting data with your CRM data and eliminating the need for manual data entry.
7. Excellent Customer Support
OnContact CRM for QuickBooks offers excellent customer support, with dedicated representatives who are always available to answer your questions and resolve any issues you may have.
Pricing and Plans
OnContact CRM for QuickBooks offers three pricing plans, including:
1. Professional Plan
This plan starts at $50 per user per month and includes contact management, sales automation, marketing automation, customer service, and reporting and analytics features. It also includes 1 GB of storage per user and email and phone support.
2. Enterprise Plan
This plan starts at $80 per user per month and includes all the features of the Professional Plan, plus advanced customization options, such as custom fields, layouts, workflows, and integrations. It also includes 2 GB of storage per user and priority email and phone support.
3. Ultimate Plan
This plan starts at $110 per user per month and includes all the features of the Enterprise Plan, plus additional storage, unlimited custom fields and workflows, and priority support. It also includes a dedicated account manager for your business.
FAQs
1. How does OnContact CRM for QuickBooks benefit my business?
OnContact CRM for QuickBooks can benefit your business in many ways, including streamlined processes, improved customer experience, increased productivity, customizable reports and analytics, affordable pricing, easy integration with QuickBooks, and excellent customer support.
2. Can I try OnContact CRM for QuickBooks before purchasing?
Yes, OnContact CRM for QuickBooks offers a free trial for 14 days, so you can test the software and see if it meets your business needs.
3. Is OnContact CRM for QuickBooks secure?
Yes, OnContact CRM for QuickBooks uses advanced security measures, including SSL encryption and multi-factor authentication, to protect your data from unauthorized access or breaches.
4. Can I customize OnContact CRM for QuickBooks to meet my business needs?
Yes, OnContact CRM for QuickBooks offers advanced customization options, such as custom fields, workflows, and integrations, to tailor the platform to your specific business needs.
5. How does OnContact CRM for QuickBooks integrate with QuickBooks?
OnContact CRM for QuickBooks seamlessly integrates with QuickBooks, allowing you to synchronize your accounting data with your CRM data and eliminating the need for manual data entry.
6. Is OnContact CRM for QuickBooks easy to use?
Yes, OnContact CRM for QuickBooks is easy to set up and use, with intuitive navigation and user-friendly interfaces.
7. Is OnContact CRM for QuickBooks suitable for my small or medium-sized business?
Yes, OnContact CRM for QuickBooks is an excellent choice for small and medium-sized businesses that want to boost their bottom line and improve their customer experience.
8. Does OnContact CRM for QuickBooks offer customer support?
Yes, OnContact CRM for QuickBooks offers excellent customer support, with dedicated representatives who are always available to answer your questions and resolve any issues you may have.
9. Can I export my data from OnContact CRM for QuickBooks?
Yes, OnContact CRM for QuickBooks allows you to export your data to different file formats, such as CSV, Excel, or PDF, for backup or analysis purposes.
10. Does OnContact CRM for QuickBooks offer mobile apps?
Yes, OnContact CRM for QuickBooks offers mobile apps for iOS and Android devices, allowing you to access your CRM data on the go.
11. Can I integrate OnContact CRM for QuickBooks with other software?
Yes, OnContact CRM for QuickBooks offers integrations with other software, such as MailChimp, Constant Contact, and Zapier, to streamline your workflows and improve productivity.
12. What payment methods does OnContact CRM for QuickBooks accept?
OnContact CRM for QuickBooks accepts all major credit cards, including Visa, Mastercard, American Express, and Discover.
13. Can I cancel my OnContact CRM for QuickBooks subscription anytime?
Yes, you can cancel your OnContact CRM for QuickBooks subscription anytime, but there may be cancellation fees or penalties depending on your contract terms.
Conclusion
OnContact CRM for QuickBooks is a powerful and reliable software suite that can help you streamline your business operations, boost productivity, and improve your customer experience. Its seamless integration with QuickBooks, customizable features, and affordable pricing plans make it an excellent choice for small and medium-sized businesses that want to grow and succeed in today’s competitive marketplace.
We hope this guide has provided you with valuable insights into OnContact CRM for QuickBooks and how it can benefit your business. If you’re interested in trying OnContact CRM for QuickBooks or have any questions, please don’t hesitate to reach out to their customer support team.
Disclaimer
This article is intended for informational purposes only and should not be construed as legal, financial, or professional advice. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information contained in this article. Any reliance you place on such information is strictly at your own risk.
