CRM & Project Management Integration for Quickbooks

Most small businesses use QuickBooks as their first CRM. Being able to access customer contact information from the accounting software is good enough when you are a startup.

Why businesses need Quickbooks + CRM

Just like spreadsheets, QuickBooks doesn’t actually do anything to help you make sales—it only helps you manage billing and accounting.

A growing business needs CRM software to manage relationships and bring transparency to sales funnels. This boosts chances of closing more deals.

Your business can get significant value by picking a CRM that integrates with Quickbooks online.

Think of “QuickBooks-CRM integration” as a way for every member of your team to have a birds-eye view of every client: What stage of the buying process are they at? Do you need to nurture them more? What do their past buying behaviors look like? What did you discuss during your last conversation with them?

Why businesses need Quickbooks + Project Management

Quickbooks offers time-tracking / timesheet management for payroll. However, Quickbooks does not offer project or task management. If you need to collaborate with your team, clients or partners you need to invest in a project management app.

Project management software can boost your team’s productivity and bring better accountability within the organization. Integrating project management with Quickbooks is particularly valuable for businesses that collaborate and bill clients for services.

How to pick the best CRM and project management software that integrates with Quickbooks

There are dozens of vendors/tools that claim to integrate with Quickbooks. However, not all integrations are equal. Most CRM/PM offer Quickbooks integration via third-party services like Zapier. This can be expensive and time consuming to set up.

Only a handful of CRM apps offer direct integration with Quickbooks. Even fewer project management apps offer direct integration with Quickbooks.

TeamWave is the only Quickbooks Online integration that works seamlessly for both project management and CRM.

Together: TeamWave and QBO combine to give you one complete view of your business, from capturing that first lead, delivering projects, right through to invoicing and payments.

Key benefits of TeamWave + Quickbooks integration:

  • Direct integration means an end to annoying downloading and uploading of files.
  • Automatically creates new customer records in TeamWave and QuickBooks Online and keeps them synced.
  • Export project timesheet to Quickbooks with one-click
  • Save time and keep your data clean
QuickBooks + TeamWave brings measurable increase in business efficiency, convenience and productivity.

TeamWave Gets a Mobile App – iOS Release

We know you have been patiently waiting for this release. And we’ve been working hard for months to get this ready!
We’ve finally released TeamWave’s iOS app so you can view deals, activities and contacts on your iPad or iPhone. You can find TeamWave’s iOS app here. And check our most demanding customer’s reaction when we finally released the app:

This… does put a smile on my face!

Simple + Powerful

Since this is our first iOS release, our focus has been to deliver a simple & seamless experience. You can look forward to closing more deals, completing activities, accessing all your TeamWave contacts right from your iOS device.

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TeamWave – iOS App (iPad and iPhone)

Real-Time Notifications

You can now receive notifications from TeamWave for your activities in real-time, so you never miss an important meeting, no matter where you are. You will be notified with a reminder 10 minutes before actual scheduled activity.

More to come

We wanted deliver a simple and seamless user experience that still gives you all the power. As you try our new updates, we would love to hear your suggestions/feedback from you. Drop us a message or an email at support@teamwave.com.
We are working on a lot of new features and added functionalities for CRM & PM. So, get ready for a ton of updates in the weeks ahead.

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Introducing Web Forms: Native, Wufoo, Typeform and more

Visitors to your website can engage with you in different ways: they may want to provide their contact information, request the scheduling of a demo/meeting or simply ask you pre-sales questions. How do you capture this data? How do you ensure that all visitor interactions are routed to the relevant person in your organisation?

TeamWave’s Web Forms can solve this problem. We help you capture visitor information and then send it to your pipeline in TeamWave CRM.

Additionally, we also give you complete freedom to customize every field, font and colour on your Form.

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How it works?

TeamWave Forms are simple. You just need to create a form and then place that form on your website. Each time a visitor fills and submits a form, all data is sent to your CRM.
TeamWave Forms are designed to give a seamless experience to all users. You can customise fields, colours, fonts and more in a form.

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How to use TeamWave Forms?

The best way is to place your form on an easy-to-find page on your website (Ex: Contact page). This allows potential customers to drop their contact details on that form which will automatically flow to your CRM Pipeline in TeamWave.
 
Another way to use Forms is to collect data from your Email Newsletters or Marketing Campaigns. If you are sending out a Campaign, you can link your Forms URL and send it out.
The possibilities are limitless and everything just works. Automatically.
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Get Started Now

If you would like to get started with Forms, click on Forms tab in TeamWave CRM and create your custom Web form. Note: You need CRM Admin permission to create forms. Learn more

Need alternatives? We’ve got your back.

Forms are designed to simplify data collection and give users more options to collect data. If you require more complex forms and data collection, we also offer full integration with popular third-party forms like WuFoo, Typeform, Google Forms via Zapier. Learn more.

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