5 Signs You Need a CRM for QuickBooks

by Lynda Byrne

3 min read

  1. You need to speed things up for your team and your customers

Whether it’s sending out service quotes or processing product orders, the speed and efficiency of your operations slow to a crawl when there are too many people involved. And, if tasks are bottlenecking because the business owner or accounting department are the only ones with access to QuickBooks, serving customers or trying to win new ones is slowed down even more. With a CRM for QuickBooks, your team has the freedom to create and send out estimates as well as check a current customer’s outstanding invoices, all from the same system.

Your customers are served faster, which will keep their loyalty, and your leads receive quotes faster, which puts you first in line to win their business. Having the various roles of your company working within a CRM for QuickBooks like Method empowers your operations with speed and efficiency. And if you create customized automated workflows in Method:CRM, you’re off to the races!

  1. You’re managing business contacts in spreadsheets and email programs

For each of your customers and vendors, QuickBooks provides you with one “Contact” and one “Alt Contact”, which doesn’t allow you to manage multiple relationships from one organization. But managing your business contacts in a spreadsheet or your email account makes conducting business needlessly complicated.

Method:CRM users appreciate having unlimited contacts per customer or vendor, allowing them to keep contacts secure, organized, updated, and accessible to everyone on the team from wherever there is an internet connection.

  1. Your team is wasting time entering everything twice

Between sales, order fulfillment, and accounting, there’s a good deal of time wasted entering the same data multiple times. But if you’re suffering through this, you’re not alone: thousands of small businesses are afflicted with Dreaded Double Data Entry Syndrome each year.

Customer info should only be entered into a system once if not to reduce time, then to avoid the chance of human error. With a QuickBooks-integrated CRM, customer, lead, and vendor information only needs to be input one time. Once in your CRM, a contact’s information is accessible to the whole team and mirrored in QuickBooks for those folks taking care of the money.

  1. You need to delegate tasks but don’t want to hand over the keys to QuickBooks

Allowing your team to perform accounting tasks, such as creating and sending an estimate, frees up your time as the business owner. But you’re worried about giving too many non-accountants access to your QuickBooks, aren’t you?

Worry not. In a CRM for QuickBooks, your team can perform accounting-oriented tasks and have the task mirrored in QuickBooks, without them ever logging into the accounting software. In Method:CRM, small business owners get to set up “rules” in Method to safeguard what their team is able to create, edit, or send out – so they still get final say.

  1. You’re inflating your QuickBooks with customers who aren’t customers

Your accountant will be the first to agree you shouldn’t be filling up your QuickBooks file with potential business. The reality of any service-based business is you’re not going to win the business of every estimate you send out. So, if you’re managing your leads in QuickBooks, you end up with “customers” in QuickBooks that have never brought in a single dollar of revenue!

By managing leads in a CRM for QuickBooks, you’re able to check off the “Is Leads Status Only” field for a lead contact, which holds off syncing them over to QuickBooks until they’ve converted into a paying customer.

Still not convinced? Check out these small business success stories to see how a landscaping company, a wholesaler, and a health care equipment provider all benefited from moving their team onto a CRM for QuickBooks.

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