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crmLinX Software

Reduce the cost of doing business by reducing the time required to complete customer billing, eliminating duplicate data entry, and increasing employee awareness of customer interactions!

CRMLinX helps with Accounting IntegrationcrmLinX Software is the premier accounting integration product specifically designed for Sage CRM, Infor CRM (SalesLogix), and QuickBooks. crmLinX offers clients a low cost of ownership, short implementation time, and high return on investment.  It is flexible and easy to use and readily accommodates growth and changing business requirements.

crmLinX Software eliminates the need for duplicate data entry, expedites timely billing, maintains like information in both the accounting and CRM systems, and improves employee awareness of customer profiles.  It is also scalable, allowing clients to integrate their current accounting solution with Infor CRM (SalesLogix) while maintaining a relationship for future upgrades.

So why crmLinX Software?

    • Improve Customer Satisfaction

With crmLinX Software’s automation process, detail information moves rapidly throughout the organization.  As a result, company representatives now have access to complete customer profiles. Customers can receive answers to their inquiries the first time they call which positively impacts customer satisfaction.

    • Access QuickBooks Customer Data

Employees are empowered to make effective business decisions through the integration of QuickBooks and Infor CRM (SalesLogix).   Representatives responsible for the daily interaction with customers now have access to the information they need such as payment receipts, order status, credit holds, etc. Sales staff have the most current product information and pricing when creating quotes or taking orders.  Product availability and management can be maintained from either system ensuring accurate orders.

    • Reduce Telephone Calls and Increase Accounting Efficiency

The time and resources required of accounting to support the rest of the organization can be substantial.  crmLinX Software eliminates the need for internal support calls by transferring product availability, invoice history, payment, and outstanding balance information form QuickBooks to Infor CRM (SalesLogix). The need for duplicate data entry is eliminated, thus ensuring accurate data and billing.

    • Empower the Front Line

crmLinX provides employees interacting with customers on a daily basis with the information they need.  AR aging and available credit information empowers your staff to ask for payments and/or defer orders until payment is received.  Invoice and payment history provides answers to commonly asked questions.

    • Return on Your Investment

How much time and money can your business afford to lose?
crmLinX can significantly reduce the cost of doing business by reducing the time required to complete customer billing, eliminating duplicate data entry, and increasing employee awareness of customer interactions. crmLinX will free your employees from time consuming tasks to focus on growing your business, not just maintaining it.

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