What is CRM?  CRM is Customer Relationship Management, a system or set of systems to help manage customer/client communications.  Many CRM packages integrate your SALES, MARKETING, SERVICING, AND CUSTOMER SUPPORT all into one shareable system to help automate your business processes.

Various CRM Applications fully integrate with QuickBooks® to make your Customer Relationship Management a breeze.   To find out more about how QuickBooks with CRM can be utilized, QuickBooks with CRM here.

As an Advanced QuickBooks ProAdvisor  I can assist you with CRM implementation and exploration of the various CRM applications and available options to work with your QuickBooks software. Together we can go over your current QuickBooks utilization compared with how you may want to provide for future growth by including your integration with CRM solutions, and how a Customer Relationship Management system could enhance various aspects of your business. For more information regarding your QuickBooks and integration with CRM.


Kathy Hahn
Kathy Hahn

QuickBooks Advanced Certified ProAdvisor

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