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FREE Demo
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Success Stories
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“It's a super transparent system that enables the whole team to stay on top of their work and stay in the loop.” Jana Beyer, ZLU
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Accounting Link for QuickBooks and Dynamics GP (Great Plains)
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Get a full 360° view. Maximise customer satisfaction.
Capitalise on the wealth of information stored in your accounting system – whether you use Intuit QuickBooks or Microsoft Dynamics GP. Maximise customer satisfaction, and the productivity of your staff with access to customer financial data directly through an interface they are comfortable with—Maximizer™ CRM .
With Accounting Linki, link customer records with QuickBooks or Dynamics GP to reduce redundancies, provide a 360° view of customer information and get faster access to financial data.
Service customers efficiently and effectively
- Look up a customer’s credit limit, balance, quotes and past invoices within Maximizer CRM.
- Create quotes and orders from inside Maximizer CRM, saving all transactions to customer’s record.
- Retrieve up-to-date prices and inventory levels for accurate orders.
- Set security rights for individuals that allow viewing but not creating transactions.
- Match and link customer records to QuickBooks or Dynamics GP with one click.
- Integrate with other accounting applications with the accounting API with the Customisation Suiteii.
i Accounting Link designed for use with QuickBooks, and Accounting Link for use with Dynamics GP are both add-on products with additional license fees.
iiCustomisation Suite is an add-on product with additional license fees.
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