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Average Ratings 12 Ratings

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features
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support

Description

BizPlus online CRM offers remarkable flexibility, enabling employees to access the platform from any location with an Internet connection and on a variety of devices. A major advantage of the BizPlus CRM is its ability to seamlessly integrate with other web-based tools, which enhances workflow efficiency and productivity. It fosters stronger relationships with both customers and staff members, thus improving overall communication. The online version of BizPlus CRM significantly lowers the costs associated with traditional CRM systems. Additionally, it eliminates the need for manual software updates, as the platform is continually enhanced and updated to meet evolving business needs. With everything hosted in the cloud, BizPlus CRM ensures that users can access vital information and tools while on the move, providing unparalleled convenience. This flexibility makes it an ideal solution for businesses looking to optimize their operations.

Description

Keep all your clients' income and expenses organized in one centralized location, allowing for effortless document generation during tax season. You can quickly import transactions from your clients' bank and credit card accounts, with QuickBooks Online automatically sorting them into the appropriate categories. Additionally, clients can take a picture of their receipts and attach them to specific transactions, providing you with a real-time overview of their expenses. By granting you access to their financial records, clients enable you to swiftly address inquiries and assist in resolving any issues. Evaluate your clients' financial status with over 65 built-in reports, which include data tailored for accountants. Enhance your productivity through integration with Intuit-approved third-party applications that broaden the capabilities of QuickBooks Online. With automatic updates, you will always be working with the most current version of the software. Furthermore, a security system comparable to online banking guarantees the protection of your sensitive data. In the event of a computer failure, your information is securely backed up, ensuring that your work remains intact. This comprehensive setup not only streamlines your workflow but also fosters better client relationships through transparency and ease of access.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adjutant
BidBook
Capium
Cryptoworth
Edge Commerce
Euler
GiveMe5.ai
Haulvana
Iconicus Commerce
InStyle Apparel Software
Lizit
Merit Payroll
PHRBO
Papercare
RNDpoint
Rodeo
ScanPay
UpKeep
VARStreet InstaQuote

Integrations

Adjutant
BidBook
Capium
Cryptoworth
Edge Commerce
Euler
GiveMe5.ai
Haulvana
Iconicus Commerce
InStyle Apparel Software
Lizit
Merit Payroll
PHRBO
Papercare
RNDpoint
Rodeo
ScanPay
UpKeep
VARStreet InstaQuote

Pricing Details

$9.94 per user per month
Free Trial
Free Version

Pricing Details

$8 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Landmark Techedge

Country

India

Website

bizpluscrm.com

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

quickbooks.intuit.com/global/accountants/

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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