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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

InoLink is an integration tool between Intuit QuickBooks online and Dynamics 365 CRM Online. It provides a 360-degree view to customer which allows for understanding their historical data such as aging balances, transaction histories, and totals. In Dynamics 365 CRM, you can view customer transactions and top customers. InoLink allows data exchange and prevents duplication between Dynamics 365 CRM (QuickBooks) and Dynamics 365 CRM (QuickBooks). This integration tool allows you to sync one or more QuickBooks companies with a single instance Dynamics 365 CRM. It allows for the secure transfer of real-time data between Dynamics 365 CRM and QuickBooks. Features: • Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices • Transaction Sync: Promote Quote/Order/Invoice from Dynamics 365 to QuickBooks • Accounting History: View transaction history in Dynamics CRM • Account Balances: Customer open balances and aging details in CRM • Tax Calculation: Calculate tax for Quotes, Orders and Invoices in Dynamics 365 • Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards • Security: Control access to accounting data with security roles and field level sec.

Description

Enhance your delivery and sales efficiency with RouteStar Solutions, the top-tier software for route management. Effortlessly generate tasks, oversee contacts, organize routes, and handle various inventory sites. Invoicing can be done seamlessly from either the field or the office. Say goodbye to redundant data entry by processing invoices right after completing a stop. Accept various payment methods, including credit cards, on-site. Instantly email signed invoices to your customers for their records. Enjoy a flawless two-way synchronization with QuickBooks, where payments and invoices processed in the field are mirrored directly into your QuickBooks system. Any customer information entered in either RouteStar or QuickBooks is automatically exchanged between the two platforms, streamlining your workflow and significantly reducing the risk of duplicate entries. This integration ultimately leads to improved accuracy and efficiency in your operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Microsoft Dynamics 365 Yes 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Microsoft Dynamics 365 No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$200.00/month
Software Subscription option or Software Purchase option
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Westrom Software

Founded

2006

Country

United States

Website

routestarsolutions.com

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services Yes 

Product Features

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling Yes 
Driver Management Yes 
Emergency Dispatch Yes 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing Yes 
Territory Management Yes 

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