Sometimes, it is easier to generate leads for your business. However, converting them into customers can be tricky. When dealing with hundreds of leads, keeping a tab on every conversation can become confusing and troublesome. This can also hamper other business operations, such as accounting processes.
There are several applications called CRM (Client Relationship Management) software that make customer management smooth and efficient. These apps store all information about your customers, potential clients, staff, companies, and vendors. You can automate the workflows, track every activity as it takes place.
Moreover, you can now integrate these CRM software with your QuickBooks software to streamline accounting processes and manage customer relationships.
Check this video to know about seven popular CRM software integrating with QB for your business.
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