An uninterrupted flow of information between the sales, support and accounting department, enriches the customer experience. Vtiger makes the exchange of information easier and error-free by letting the user to automatically mirror data between the Customer Relationship Management (CRM) and accounting software. It ensures that the sales, support and accounting team access the accurate data from the same page.
Vtiger 7 integrates with commonly used accounting software like Xero, Tally and Quickbooks. If you are using any other accounting software, use Zapier to connect to it.
Read on to know some major benefits of integrating your accounting software with Vtiger 7.
Faster, error-free and without double-entry invoice creation
After a deal is done by the sales department, billing information like customer name, billing address, shipping address and product/services purchased, is forwarded to the accounting department to generate an invoice. This billing information is gathered by the sales department and then forwarded to accounting department via email. This information is then typed up again by the accounting team.
With Vtiger+accounting software, sales department can generate an invoice from quotes or sales orders right inside Vtiger. With just one click, the information will be synced to your accounting software for accounting team to work.
Access invoice from any system anytime
It becomes a hassle when you try to find an invoice from a heap of paper invoices. But with Vtiger, you can easily search for a customer or an invoice, related sales order, quotes, customer interaction history. All this is possible with just a few keystrokes. You can get all the information anytime from anywhere on desktop, mobile or tablet.
Real-time alerts on invoice modifications
If the accounting team finds an error in the invoice, it will have to send manually revised invoices to support and sales departments individually, in the case of unavailability of synchronized system. Vtiger allows you to get any new invoice generated in the accounting software. You can also get real-time alerts on such changes.
Vtiger also integrates with widely used payment gateways like Paypal and Authorize.net. It helps you and your customer by letting him pay you online. The customer payments and balance, if there’s any, are applied to the relevant invoices.