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Description
FusionSync is an online tool designed to facilitate the seamless transfer of data between QuickBooks Online and Salesforce. By automating the entry of customer information, invoices, estimates, payments, and item-related data, it eliminates the need for users to input this information manually. This solution ensures that both Sales and Finance teams have immediate access to essential data without depending on intermediaries to relay the information.
Users of Salesforce and QuickBooks Online (QBO) value FusionSync for its ability to enhance operational efficiency and streamline processes. Your Sales team can successfully finalize deals in Salesforce without the risk of duplicate entries, while the accounting team receives real-time updates on financial information. Furthermore, any modifications made in QuickBooks are automatically updated in Salesforce, enabling a two-way synchronization that guarantees all team members remain informed and aligned. This ultimately leads to improved collaboration and decision-making across departments.
Description
An intuitive CRM platform enables you to engage with prospective clients throughout the enquiry and sales process, generate and distribute quotes effortlessly, and manage projects, tasks, and job assignments with simplicity while seamlessly sending invoices. Essentially, it boosts your productivity, allowing you to dedicate more time to expanding your business. Our system is operational around the clock, requiring only your username and password for access. The dashboard leverages sophisticated algorithms and extensive coding to learn from your interactions, personalizing the experience and providing crucial insights at a glance regarding quotes, estimates, and invoices, empowering you to make informed business decisions. Enjoy a comprehensive overview of all your transactions presented on a visually appealing mobile interface, where every action taken by your sales representatives on each deal can be logged, monitored, and followed up efficiently. You can also set up product or service SKUs, swiftly prepare estimates, and share them with clients for immediate approval, ensuring a smooth workflow. With these features, your team can stay organized and responsive to customer needs like never before.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
QuickBooks Online
Salesforce
Pricing Details
$10/month
Free Trial
Free Version
Pricing Details
$65.93 per year
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
Dancing Digits LLC
Founded
2025
Country
United States
Website
www.dancingnumbers.com/fusionsync/
Vendor Details
Company Name
OneBizStore Technologies
Country
India
Website
onedigiflow.com
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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