Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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