InoLinkInogic Tech
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Method:CRMMethod Integration
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About
Integration tool between Intuit QuickBooks and Dynamics 365 CRM online, InoLink provides a 360-degree view of customer that helps in understanding their historical data as aging balances, transaction history, and totals. View customer recent transactions, top customers, and other information in Accounting Dashboards within Dynamics 365 CRM. InoLink enables data exchange and avoids duplication between Dynamics 365 CRM and QuickBooks.
This integration tool allows syncing one or more QuickBooks companies with a single instance of Dynamics 365 CRM. It also facilitates the processing of real-time data from Dynamics 365 CRM to QuickBooks in a secure channel. Presently, InoLink supports USA, UK, Canada and Australia version of QuickBooks. It is available for Dynamics 365 v9.x and above. It supports online & IFD
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About
Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users.
Integrations
Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry.
Lead management
Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM.
Customization
100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Dynamics 365 users
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Audience
Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$25.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
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Company InformationMethod Integration
Founded: 2010
Canada
www.method.me/
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Categories |
Categories |
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Integration Features
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Construction CRM Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management Features
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Nonprofit Features
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
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Integrations
QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Eventur
Freedom Merchants
Google Calendar
Google Workspace
Mailchimp
Microsoft Dynamics 365
Microsoft Outlook
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Integrations
QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Eventur
Freedom Merchants
Google Calendar
Google Workspace
Mailchimp
Microsoft Dynamics 365
Microsoft Outlook
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