Act! Link for Quickbooks

Create a 360° customer view from within a single application.

The Xact Link for ACT! and QuickBooks is a simple plug-in application that allows you to combine financial and non-financial customer information. The link creates a complete front to back-office workflow without the need for expensive corporate solutions. A simple link that provides the benefits of a fully integrated CRM application, enabling staff to manage customer relationships more effectively, reduce operating costs and increase profitability.

Features

• Eliminate dual entry of records.
• Establish straight-through processing practices.
• Enable sales and administration staff to create quotes, sale orders and invoices.
• Provide customer facing sales staff with the ability to monitor a customer’s account.

Pricing

Try it Free Compatibility More Information