Does anyone use a CRM that integrates with Quickbuicks? I really need to simplify my system. I find I am duplicating my work multiple times. For each new client I have to create a contact in Outlook, an account in Business Contact Manager, add them to myhours and finally Quickbooks.

I LOVE Business Contact Manager because I like the way you can create a project that links to the client's account and create tasks associated with that project. I can sort through daily to see where I'm at as far as tasks and deadlines.

I LOVE myhours because I need the start and stop feature. Sometimes my days are full of distractions and I like to assess where I'm most productive in my days.

Quickbooks-need I say???

I've heard a lot of great feedback on Freshbooks, but I've already invested in Quickbooks. How do you simplify your system? Or are you duplicating your work like me??

Thanks for your invaluable time

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Dawn Lawson | At Your Service
http://freelanceadminsupport.com

Hi Dawn

I received Quickbooks Customer Manager V3 CRM with my Quickbooks Premier 09/10. I hope this helps.

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Michele Flynn

I asked on Twitter and someone mentioned Kashmoo [?] and said that it had two-way integration with QB. I've never used the service but wanted to pass the info along in case it could be useful.

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I use ACT because it integrates with just about everything. However it is a little pricy. I believe that Zoho will do this as well.

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Lee Drozak
My Office Assistant

Thank you all for your suggestions. I really appreciate it. I will look into them.

Have a great day!
Dawn

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Dawn Lawson | At Your Service
http://freelanceadminsupport.com

HI Dawn, please mention what you find about the above mentioned programs. I am still in my first year and would love the jump start ahead! Thanks!!