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QuickBooks CRM Comparison: 4 Key Reasons To Choose SugarCRM

QuickBooks CRM Comparison: 4 Key Reasons To Choose SugarCRM

QuickBooks CRMIf you are considering a QuickBooks CRM purchase there are several options.  Consider the efficiency triangle: quality, cost and speed.  How long has the customer relationship management (CRM) software developer been in business?  How much market share do they own?  What other software packages required does it integrate to?  How much does the CRM software cost?  How fast can it be deployed and how much time will it save translating into ROI after implementation? Intuit (the makers of QuickBooks) recommend a handful of solutions.  Today we are going to break down four reasons we recommend SugarCRM:

1.  Get Orders Entered More Timely into QuickBooks

Enter sales orders in SugarCRM and sync them into QuickBooks in real-time, orders can be entered on laptops, ipads, and other mobile devices by salespeople on the road.  No longer do you have to wait for remote access to QuickBooks or emailing orders into the office.   Orders can be entered right away through SugarCRM, and they will then automatically appear in QuickBooks.

2.  Eliminate Redundant Data Entry

By entering sales orders in SugarCRM and having them automatically transfer into QuickBooks eliminates duplication of data entry and increases the accuracy of orders in QuickBooks.    Inventory changes and Customer name and address changes in one system can be instantly updated in the other as well. 

3.  Eliminate Need for Expanding QuickBooks User Licenses by Seeing ERP Data in SugarCRM

Sales reps can now see on hand inventory quantities, open sales orders, invoice history, customer credit information, and everything they used to have to either lookup directly in QuickBooks or call someone to lookup for them.   Companies can now potentially downgrade QuickBooks user licenses, because these “inquiry users” no longer will need access to QuickBooks.

4.  Ability to View QuickBooks ERP Data in the Cloud and on mobile devices through SugarCRM

SugarCRM allows sales reps to view QuickBooks ERP data on the road, on their ipads, and on other mobile devices without being connected to the office.   While Intuit is still getting their act together with their QuickBooks Online product, Sugar is one of the only ways to be able to see QuickBooks inventory, invoice history, and sales history data in the cloud.

SugarCRM is the fastest growing CRM company in the world.  It is economical and easy to use just like QuickBooks SugarCRM can grow with your company and integrations exist with most of the mid-market accounting systems available today. 

The SugarCRM QuickBooks Integration extends the functionality QuickBooks users have become accustomed to in the back office to the front office allowing for a single view of customer interactions.

Attend our webinar to find out more about the Sugar QuickBooks integration for US and Canadian editions.


QuickBooks SugarCRM Integration: Learn How to Eliminate Redundant Data Entry and Associated Errors


  Tuesday, June 25, 2013


  1:00 PM - 2:00 PM ET

QuickBooks CRM webcast

The FayeBSG SugarCRM QuickBooks Integration is now also compatible with the 2012 and 2013 Canadian versions of QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise.

Written by Chloe Larnach, Faye Business Systems Group (SugarCRM Expert)

Executive Marketer, Website Content Manager, SEO, Blogger, Communications, Products - SugarCRM, Intacct, Sage

Specialties of Faye Business Systems Group

As certified SugarCRM, Sage, and Intacct partners and developers, Faye Business Systems Group is a technology consulting and software company that has helped growing companies over the last 20 years become more profitable by working with them to optimize their financial and business systems.   FayeBSG does this by helping them assess, implement, and optimize the right software for the right task. Key software includes SugarCRM, Sage 100 ERP (Formerly MAS 90 and MAS 200), Intacct and the development of custom software solutions. In addition to the development of industry leading integrations between SugarCRM and ERP, marketing, and credit card software solutions, FayeBSG services also include project management, software implementations, consulting, software development, training, and support.  

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