A CRM’s purpose is to assist your firm stay connected to customers and streamline procedures, which will increase your business relationships and profitability.
The more opportunities a customer has with your company, the better. CRMs assist organizations meet their consumers’ needs by allowing them to obtain a better understanding of their behavior and adjust their operations accordingly.
Spend less time on vendor communications. Onboard suppliers with an intelligent, integrated vendor portal that captures all the data necessary to make them payable. That includes bank details and tax identification (W-9, W-8BEN, VAT, etc.).
Bye bye, bank portals! Make bill payments using paper check, ACH, wire transfers, eCheck, SEPA, EFT, PayPal to 196 countries and 120 local currencies — all from one single dashboard. Easy, secure, and powerful.
Bill pay simplified. Supplier bills are scanned by OCR through email or the integrated supplier portal and keyed in ready for approval. Buyers can approve the invoice in seconds over email and your team gets to work on more value-add projects.
Close your books faster. Automatically reconcile payments into QuickBooks Online as they happen. Eliminate the time-consuming efforts of exporting bank data to spreadsheets and reimporting into QuickBooks.