Best Portal Software for QuickBooks Online

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Replace multiple services and apps for your business with a single ecosystem. Bitrix24: Discover the tools. You have at your disposal the Activity Stream, Group Chat, Calendars, Workgroups, and other collaboration tools. Bitrix24 will help you plan and execute projects on time, every time. Available online and on premise with open-source code access. Collaboration task management for large and small teams. Time tracking, templates, reminders and reporting, as well as task dependencies, are all available. The most popular free CRM in the world by number of companies (12 million and growing). Real-time assistance tools that make customers happy and keep them coming back to buy your products or services. Anyone can create stunning websites, landing pages, and online shops without having to write a single line code. Includes free domain name and hosting. Bitrix24 can be run on your own server.

Most business software products are a 'one-trick' solution. This means that businesses must 'cobble together" many software tools to achieve their goals. It is inefficient, time-consuming, costly, and disruptive. SuiteDash solves the problem by combining most commonly used business tools into a cloud-based software platform. The tools are preintegrated and have many useful automations. The entire platform can be white labeled to match your brand! SuiteDash will help your business become more efficient, organized, and more profitable.

It is easy to access and share information from ERP or CRM systems with customers, vendors, or employees directly from a SharePoint portal. Data is protected by only showing the information that is relevant to the authenticated user. The Office 365 platform is the foundation of every DynamicPoint portal. Workflows can be combined with data collection forms to automate entire business processes. Customer satisfaction will rise with 24/7 self-service. Your partners will have a direct link to your staff so they can answer any questions immediately without having to call or email you. Our portal gives you access to all the business data in your ERP and CRM system. There are no syncs or replications. The data is displayed in real-time. The product is built on Microsoft Office 365. This allows you to access the entire suite of products, including Microsoft Power Automate For Workflow.

CASH for Sugar allows you to grant access to key data in Sugar to dozens, hundreds, and even thousands of other parties. CASH allows you to give limited access to data previously unavailable if you are logged into Sugar. Multi-line sales reps can have access to their accounts to view account details. Customers and vendors can view the status of Sugar projects. Customers can log in to the portal to view support case statuses and add support cases. Customers can log in to the portal to view support case statuses and add support cases. Customers can log in to the portal to view product information including quantity on hand (if it is integrated with your ERP Software).