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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Qbox is a comprehensive platform for collaboration that enhances accounting workflows by integrating features such as file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a unified dashboard. It allows users to work together on QuickBooks, MS Access, Word, Excel, and PowerPoint documents, ensuring automatic synchronization of updates and locking files to avoid any potential conflicts, while also accommodating QuickBooks attachments in various formats like PDF, DOC, XLS, JPG, and PNG alongside company files. The setup is straightforward, requiring no complicated installation—users simply provide access to their QuickBooks Desktop files, and Qbox takes care of version control and synchronization, facilitating secure, cloud-based collaboration even for users who engage in monthly reviews. Additionally, the platform integrates effortlessly with more than 300 applications compatible with QuickBooks and ensures high-level security through 256-bit SSL encryption, with data stored in AWS data centers to protect sensitive financial data. This level of integration and security makes Qbox an ideal solution for businesses looking to enhance their accounting efficiency and collaboration.

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
Adobe Acrobat
Amazon Web Services (AWS)
MapMyStores
Microsoft Access
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
QuickBooks Desktop Pro
QuickBooks Online Advanced

Integrations

QuickBooks Online
Adobe Acrobat
Amazon Web Services (AWS)
MapMyStores
Microsoft Access
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
QuickBooks Desktop Pro
QuickBooks Online Advanced

Pricing Details

$5 per month
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

CoralTree

Founded

2009

Country

United States

Website

www.coraltreetech.com/qbox

Vendor Details

Company Name

TurnTree Solutions

Founded

2004

Country

United States

Website

www.turntree.com/turnlink.cfm

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

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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