We run a small business and trying to find a software app that can bridge accounting and contact management. Many of the services or apps seem to be too dedicated for enterprise level support. I want to have peple be able to view client history and make notes about them without having to give full acccess to the accounting app.
Currently we use quickbooks (QB) on a pc (and connect to it via remote desktop). This works really well, but only one person can access the data at any point in time. Here are the basics about our company:
There is 1 owner and 5 employees. QB does payroll and taxes.
We sell products. QB tracks inventory.
Send estimates and invoices. track AR
manage who we owe money
process credit card sales. we don't do sales online.
Want:
ability to track calls
follow up on calls
track who hasn't ordered in a while
set reminders about following up with customers
receive notifications when someone hasn't ordered in a while
Is there some other integrated system that could do these things plus allow 2 or 3 other users access to customer info? I would like something that isn't geared for enterprise users in function and cost.
Currently we use quickbooks (QB) on a pc (and connect to it via remote desktop). This works really well, but only one person can access the data at any point in time. Here are the basics about our company:
There is 1 owner and 5 employees. QB does payroll and taxes.
We sell products. QB tracks inventory.
Send estimates and invoices. track AR
manage who we owe money
process credit card sales. we don't do sales online.
Want:
ability to track calls
follow up on calls
track who hasn't ordered in a while
set reminders about following up with customers
receive notifications when someone hasn't ordered in a while
Is there some other integrated system that could do these things plus allow 2 or 3 other users access to customer info? I would like something that isn't geared for enterprise users in function and cost.