Best Sales Software for QuickBooks Accountants

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

SimplyDepo is a mobile-first field sales and retail execution platform built for CPG brands, wholesale distributors, DSD operators, and merchandising teams. It replaces the 3–5 tool stacks most distribution teams currently run — spreadsheets, separate order apps, manual QuickBooks reconciliation, and WhatsApp order threads — with one connected system. Field reps use an offline-capable mobile app to place B2B orders, complete store audits, capture shelf photos, verify planogram compliance, and navigate optimized routes. Everything syncs automatically when connectivity returns — no re-entry, no lost orders. Managers get real-time dashboards showing every visit, order, task and field activity across all reps and territories. Core features: - B2B order management — custom pricing lists, product catalogs, discount rules, draft and invoice workflows - Retail execution — store visit scheduling, shelf audits, photo capture, task management, planogram compliance - Route planning and territory optimization with GPS-verified check-ins - Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery - Offline-first mobile app — full functionality without internet access - Native QuickBooks Online sync — field orders become invoices automatically - Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API Teams go live in days. No IT required. No annual contracts. No setup fees. Month-to-month billing starting at $89/rep/month with a 30-day free trial and free team training included. Used by CPG brands, wholesale distributors, and merchandising agencies across the US and Canada as a direct replacement for Repsly, GoSpotCheck, Skynamo, Pepperi and multi-tool stacks.

GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week

Qwoty is a configuration, pricing, and quoting (CPQ) solution designed for B2B sales teams across sectors like manufacturing, retail, and SaaS, aiming to deliver precise quotes while avoiding the intricacies associated with traditional enterprise CPQ systems. Utilizing AI technology, it processes client communications such as emails, PDFs, Excel sheets, and images, producing a comprehensive and ready-to-send quote within moments, eliminating the need for manual data entry and reducing pricing inaccuracies. In addition to simplifying the quoting process, Qwoty encompasses the entire quote-to-cash lifecycle, featuring a product catalog with various options and bundles, dynamic templates that facilitate guided selling, multi-pricebook pricing, approval workflows, integrated e-signature capabilities (compliant with eIDAS and UETA), interactive deal rooms, efficient order management, and sales agreements that provide real-time tracking of consumption. With 24 built-in integrations, including popular platforms like HubSpot, Salesforce, Pipedrive, SAP, Odoo, and Stripe, Qwoty ensures seamless synchronization between your CRM and ERP systems without the hassle of duplicate data entry. Clients have reported impressive outcomes, such as a 50% reduction in sales cycle time and a 34% increase in conversion rates, showcasing the effectiveness of this tool. Serving over 1,000 customers globally, Qwoty can be implemented in approximately one month, significantly faster than the typical six-month timeframe associated with other solutions.

Tools that make it easy for your shop's estimators to process RFQs in minutes, not days will empower them. Your customers will love the modern experience. They can drag-and-drop CAD files to see pricing and place orders 24/7 online. DigiFabster is easy to use, quick to implement, and flexible enough to fit your business processes. We wanted to change the way shop software was used. Our browser-based quoting system is instant-on and does not require any installation or maintenance by your staff. Our support staff is available 24/7 to help you with any number of machines, whether you have one or 100. Our goal is to make it easy and quick to automate RFQs and grow your business. We know that not all businesses want and need an automated e-commerce solution. DigiFabster offers four configurations: instant pricing, manual review, manual pricing, price threshold, and TBD mode.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

VARStreet’s InstaQuote sales quoting solution is designed for businesses of all sizes, from a small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. Qquoting application comes with a variety of pre-designed quote templates that can be customized, you can also create your own templates. Please let our support team know about your template needs and they will take care of it. It includes our powerful quoting module along with a FREE CRM, integration with 45+ IT and office supply distributors, and a full procurement module to process orders. You will always have the option to add an eCommerce store and move to a full VARStreet subscription from Instaquote.

iDashboards helps you move beyond the burden of spreadsheets and blend data from multiple sources into dynamic, custom dashboards.

Euler serves as a comprehensive platform designed to boost partner revenue growth by streamlining and automating the administration of partner programs, allowing teams to concentrate on enhancing revenue generated from partners while minimizing time-consuming tasks. With a focus on efficiency, it enables rapid partner onboarding that can activate new partners within minutes, rather than the weeks typically required, and ensures ongoing partner alignment and support through real-time updates, even in cases where partners do not log in. The platform simplifies the intricacies of incentive and commission management by automating calculations and invoice generation, thus alleviating the burdens of manual reconciliation, while also adeptly tracking referrals, deals, and partner contributions via seamless integrations with CRM and billing systems. To further enhance user experience, Euler offers AI-driven tools such as DealFlow AI, which automates the deal registration process, an AI communications hub designed for crafting targeted and automated messages for partners, and an AI partner account manager that provides continuous support to partners. Furthermore, the platform includes functionalities for collecting and approving partner applications, tailoring incentive structures, and managing contracting processes, which collectively empower users to maximize their partnership potential effectively. As such, Euler not only simplifies existing workflows but also drives greater engagement and productivity within partner ecosystems.