All Entries Tagged With: "Customer Management"
QuickBooks CRM with Legrand CRM Pro
A CRM program is used to manage your relationship with your customers. There are many CRM programs available these days, with a wide variation in pricing and capabilities. As I’m interested in QuickBooks, I’ve been looking at CRM programs that integrate with QuickBooks. Today I’m taking a quick look at Legrand CRM Pro. I will be focusing mostly on how it integrates with QuickBooks.
April 28, 2010 | Charlie | Comments 4
Credit Holds in QuickBooks
It is an unfortunate part of doing business, but sometimes you find that you have to put a customer on credit hold. In QuickBooks it can be difficult to prevent your order entry staff from creating an invoice for a customer who you have placed on hold. Today I’ll talk a bit about ways to manage this.
December 01, 2009 | Charlie | Comments 5
