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Average Ratings 0 Ratings

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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

The TurnLink Sales ManagerTM is an online Customer Relationship Management (CRM) solution tailored for manufacturers and their representatives. This software enables you to monitor the extensive data involved in the relationships among manufacturers, retailers, and distributors. With TurnLink, you can easily export orders to any version of Intuit's QuickBooks, streamlining your order processing. By providing each representative with a TurnLink account for online order placement, you can safeguard your QuickBooks file from unauthorized access. This feature helps to prevent the redundancy of entering orders into two separate systems. To ensure seamless operation, a range of customization options is offered, keeping TurnLink and QuickBooks perfectly aligned. Additionally, the TurnLink Sales Manager boasts a robust order form designed to accommodate direct orders, including sample requests and multiple warehouse needs, as well as the intricate requirements of third-party distributor Turnover orders. This flexibility makes it an invaluable tool for managing complex sales environments effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
QuickBooks Online Advanced
MapMyStores
Microsoft Dynamics 365

Integrations

QuickBooks Online
QuickBooks Online Advanced
MapMyStores
Microsoft Dynamics 365

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$35 per user 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

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

TurnTree Solutions

Founded

2004

Country

United States

Website

www.turntree.com/turnlink.cfm

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

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

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