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.

Pipedrive vs Salesforce

Pipedrive and Salesforce are popular CRM software that have been adopted by businesses; small and medium to large enterprises. If you are in the market for a CRM solution to strengthen your sales process, this post will help you take an informed decision by highlighting some of the key factors based on which, CRM software (for small business) should be selected.

Salesforce

Ease of use

Ease of use is important for any modern app. Traditionally Saleforce has been lagging in this area, However their latest lightening UI provides a viable solution in terms of UI. When you log in, the dashboard presents wide range of report widgets that provides a bird’s-eye view of how the revenue. Sales reps can also view real-time summaries of their performance and customer data. The dashboard can also be customized to show you data related to wide range of key metrics — from sales quota and pipelines to key opportunities, leaderboards and more.

There is a simple navigation at the left hand side. Each tab is separated into the categories, such as Home, Contacts, Accounts, Leads, Campaigns, Opportunities, Forecasts Files and more. As part of the dashboard’s customizability, you can also reconfigure each tab or add your own as per your preference.

Some of the areas such as pipeline management and deal settings demand higher learning curve as there are multiple steps involved in the process.

Features

Salesforce has plethora of features and integrates with many third party apps. If something is not available, then the Salesforce marketplace allows to purchase the add-on to fit your business process flow. However, this very fact makes it cumbersome and costly for small businesses. Key features:

  • Contact management
  • Lead tracking — from campaigns and marketing acquisition channels to the sales pipeline
  • Deal evaluation and quotation tools
  • Sales forecasting
  • Reporting tools
  • Team collaboration with access to associated files, reports, data sources, leads and more
  • Workflow automation
  • Mobile App

Limitations: A big concern for small business owners is that there are additional costs associated with using Salesforce beyond its core capabilities. For instance, third-party apps that require additional licenses or accounts, such as Data.com, aren’t part of Salesforce’s pricing plan. You’ll end up paying for those services on top of the already expensive Salesforce subscription.

For small businesses, Salesforce’s biggest strength is also its weakness. Because of the robustness of the CRM app, it can be a good choice for larger businesses and at the same time it can be overwhelming for small companies that don’t need such an exhaustive software solution.

Pricing

Given below is the pricing of Salesforce which limits usage of feature and differentiates in terms of customer support apart from locking the customer for a year.

Lightning Essentials

(up to 5 users)

Lightning Professional

 

(unlimited team size)

Lightning Enterprise

 

(Additional customization options)

Lightning Unlimited

 

(Power users with priority support)

25 USD/user/month (billed annually) $75 per user (billed annually) $150 per user (billed annually) $300 per user (billed annually)

Pipedrive

Ease of use

Pipedrive is known for its simplicity and usability. The on-boarding comes with a guided tour where the app prompts you to perform various basic activities like deal and contact creation. Although it can be considered as a good sales pipeline management tool, it lacks holistic approach towards the needs of a small business.

Features

Pipedrive was built with the philosophy that majority of the features are not used by sales personnel. Hence, this it came up with basic functionalities; however, over time the features have grown to accommodate the needs of bigger companies as well. Given below are the key features

  • Pipedrive is based on sales pipeline and the activities are closely tied with deals to ensure that the deals move from one stage to another. You can manage sales pipeline and contacts as well as use the data import/export functionality.
  • Integrations: There are 80+ third party apps integrated with Pipedrive which portrays the extent of dependency on other apps in order to set up the business process.
  • Email tracking: Email tracking is quite important for salesperson — it allows your team to keep track of the conversation for quick reference while carrying out sales activities to close the deals.
  • Pre-built reporting and sales forecasting
  • Mobile apps
  • Customization options

Pricing

Here is the pricing of Pipedrive that restricts you from using certain features based on the plan:

Silver 

(Smart BCC email)

Gold

 

(Full email sync – send and receive email)

Platinum

 

(Phone support and private storage)

10 USD/user/month (billed annually) $24 (billed annually) $63 per user (billed annually)

Why TeamWave is a better alternative for small businesses

TeamWave is built by a small business for small businesses worldwide. Our mission is to provide a unified platform for collaboration, sales & marketing to small businesses at an affordable price. TeamWave offers a complete software suite of essential apps required to run a small company, i.e., CRM, project management, people management & more.

TeamWave’s CRM offers the following features while ensuring great usability:

  • Visual sales pipeline which offers pre-built sales stages along with option to configure as per your company’s business process. Robust contact management functionality along with import/export tool.
  • Activities tied to the deals that comes with reminders
  • Email integration
  • Goal set up to help your team achieve their sales targets.
  • Third party app integration including Google apps and Zapier
  • Free API access for additional customization and integration
  • Sales forecasting
  • Sales automation (creating deals and contacts via emails)
  • Pre-built reports to track deal closure, performance of the salesperson and sales activities
  • Mobile app
TeamWave’s visual sales pipeline

Apart from the above-mentioned features, because of TeamWave’s software suite, the native project and people management apps provide additional benefits. Here are the key advantages:

  • Important files can be copied from deals to projects (example: requirement document) with a few clicks. This comes handy when you commence project delivery after winning a deal.
  • In the HR app, if you add someone as the reporting manager of a sales rep, then the reporting manager will be automatically added as a deal follower whenever the sales rep adds a new deal. This fosters collaboration and helps in progress tracking.

Finally, all these apps are not differentiated based any tiered plan. The pricing is simple and straightforward — all the users get to use all the features and apps (pricing is only based on the number of users). 

Comparative view of the pricing for 10 users in case of annual subscription plan:

teamwave salesforce pipedrive

Takeaway

TeamWave delivers essential software suite required for any small business while ensuring robust set of features and superior user experience. And all this comes at a fraction of the cost you’d pay for the other alternatives.


teamwave-projects-crm-hrms

 

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.

TeamWave - Mobile App
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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