integrate outlook, a crm, and quickbooks

bnierman
bnierman used Ask the Experts™
on
Hi-
I have a client who is currently utilizing outlook 2007 for all of his business contacts. He is currently syncing to his droid (using google as his email provider). He wants to integrate his outlook into a Customer managment system where he can track leads and keep history of his communications with customers as they move from prospect to sales. Finally he wants that system to integrate with quickbooks.

The idea is to limit data entry and have it flow and sync between the three on its own. He has the BCM add on for outlook, but it looks like synching it to his droid is a pain.

Any suggestions would be helpfull. thank you.
Comment
Watch Question

Do more with

Expert Office
EXPERT OFFICE® is a registered trademark of EXPERTS EXCHANGE®
Business Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018
Commented:
Natively, QuickBooks provides its own Customer Management system that it uses for Billing and Payments. It can email invoices and other items and uses Outlook only to actually send the email. This does not synchronize in any way with Outlook or any other like tool.

You could go to http://marketplace.intuit.com/ and look for (paid) applications that might do this.  Here are a couple of examples of a brief search:

http://marketplace.intuit.com/search.aspx?search=synchronize%20with%20outlook

http://marketplace.intuit.com/search.aspx?search=business%20contact%20management

This is the way I would approach it, as it does not exist natively.

One the second question (syncing BCM with Android), I must leave that to another person to answer.

.... Thinkpads_User

Do more with

Expert Office
Submit tech questions to Ask the Experts™ at any time to receive solutions, advice, and new ideas from leading industry professionals.

Start 7-Day Free Trial