Comments on: QuickBooks CRM with Legrand CRM Pro

By: Charlie

Charlie — Thu, 09 Jun 2011 20:52:41 +0000

Cliff, I almost removed your comment, as people who post comments like yours are usually just angling to get a link for SEO and don’t have much to offer. In your case, at least it isn’t too much of a spam (there is a real blog there, it appears). However, I do have to say, you are missing a LOT of CRM products. All kinds of products out there, that work with QuickBooks, that you don’t list. So if someone is looking for info on CRM for QuickBooks, your web site doesn’t offer any real help.

By: Cliff

Cliff — Thu, 09 Jun 2011 15:56:32 +0000

Sounds interesting. Should I include this on our CRM comparison website?

By: Charlie

Charlie — Fri, 12 Nov 2010 01:52:02 +0000

Carol, I’m embarrassed to say that I’m not yet using a CRM product other that Business Contact Manager in Outlook. Very poor.

I have a copy of a product that will link ACT with QuickBooks that I will try (I didn’t like the “link” product that Sage was selling for ACT to QuickBooks). I hope to try that later this year.

I had tried to do a review of Results CRM, which is well thought of by some people. At the time I tried to install it, I could not get it to work on my Windows 7 system. I was just talking to them the other day and they inform me that it is updated to resolve that problem, so I’ll try that again.

Things are just so busy that it is hard to find the time to do the additional work that a review involves…

By: carol

carol — Thu, 11 Nov 2010 13:26:33 +0000

Did you end up using Legrand or evaluating other CRM’s with Quickbooks?

By: Charlie

Charlie — Fri, 14 May 2010 15:52:53 +0000

Margaret, that is a bit off-topic for this discussion thread. We are talking about the R6 update in other discussions. However, I have to say that I’ve not run into that problem with the R6 update. It sounds like you may have some damage in your company file if this is a recurring problem.

By: Margaret Collins

Margaret Collins — Wed, 12 May 2010 20:19:17 +0000

We did the R6 update and just like with previous updates now there are old Liability items showing that are past due. When you look at the check regiser and the general ledger they were paid properly and on time, but they are in the “Pay Scheduled Liabilities” section. Why does this continue to happen?

By: Nancy

Nancy — Thu, 29 Apr 2010 19:30:20 +0000

Charlie
Great article! I’ve used LeGrand as a standalone CRM application previously (mainly for newsletters and contacts) and really liked it.

By: Tweets that mention I've written a Practical QuickBooks blog post on QuickBooks and Legrand CRM for customer management: -- Topsy.com

Thu, 29 Apr 2010 00:53:41 +0000

[...] This post was mentioned on Twitter by CCRussell, Manager Guru. Manager Guru said: RT @CCRussell I've written a Practical QuickBooks blog post on QuickBooks and Legrand CRM for customer management: http://bit.ly/bDuxVp [...]