Average Ratings 0 Ratings
Average Ratings 12 Ratings
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
Integrations
Adjutant
BidBook
Capium
Cryptoworth
Edge Commerce
Euler
GiveMe5.ai
Haulvana
Iconicus Commerce
InStyle Apparel Software
Integrations
Adjutant
BidBook
Capium
Cryptoworth
Edge Commerce
Euler
GiveMe5.ai
Haulvana
Iconicus Commerce
InStyle Apparel Software
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