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OnContact CRM Announces Integration with QuickBooks Online and Desktop

Posted by WorkWiseSoftware | November 02, 2015

Menomonee Falls, WI – WorkWise, a leading CRM and ERP software developer, announced today that its OnContact CRM software application now seamlessly integrates with both online and desktop versions of Intuit QuickBooks, one of today’s most popular accounting solutions for small and midsized businesses. This strategic integration makes it easier for QuickBooks and OnContact software users to access and maintain customer information alongside their financial data, saving valuable time and increasing efficiency.

Using the OnContact QuickBooks integration functionality, users can view customer accounting information, such as payment status, current balance and purchase history, from within the OnContact CRM interface. This provides companies with a more complete view of their customers, which can help accelerate deals, prevent payment delays and predict future needs. Additionally, customer and product data is effortlessly synced between the two applications, eliminating dual data entry and saving time. The entire syncing process is automatic, fluid and user-friendly.

“OnContact QuickBooks integration is a significant step forward in helping companies more efficiently manage customer relationships, said Wayne Wedell, WorkWise President and CEO. “OnContact users can now view customer information and accounting data side-by-side, allowing them to be more productive and ultimately enhancing relationships and driving growth.”

OnContact QuickBooks integration is now available as an app in the QuickBooks App Center, where companies can easily find and select connected web-based applications that run on the Intuit QuickBooks Partner Platform.

About WorkWise:

WorkWise is a leading developer of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) software solutions along with comprehensive implementation and support services. Our flagship products, WorkWise ERP and Oncontact CRM are easy-to-use, quick to implement and provide a high return on investment. Use of WorkWise software applications provides more accurate and timely information that helps enable companies to grow.

OnContact CRM, which is offered with either a hosted or on premise deployment, is an award-winning, browser-based CRM solution. As a full-featured, customizable application suite that automates the sales, marketing and customer service areas of companies, OnContact CRM has been awarded the TopTenREVIEWS Excellence Award in recognition of its unique design and superior features.

WorkWise ERP offers make-to-order, repetitive and mixed-mode solutions to manufacturers to shorten cycle times and optimize manufacturing information, supply chain management, and manufacturing execution and planning. WorkWise ERP enhances operations by taking time out of the business processes and increasing value-add in products and services.

In addition, WorkWise has pre-configured integration between WorkWise ERP and OnContact CRM, which is unavailable from other ERP and CRM suppliers.

WorkWise is headquartered near Milwaukee, WI and has been inspiring companies to achieve new levels of success for over 15 years. WorkWise calls its philosophy “customer inspired” because they put customers first, listen to their unique requirements, and then use that feedback to create innovative business solutions.

For five consecutive years, WorkWise was recognized by the Milwaukee Journal Sentinel for being a “Top Workplace” and recognized by The Business Journal for being one of the area’s “Healthiest Employers” for five consecutive years.