Accounting Integration with Maximizer CRM

Accounting Link for Intuit QuickBooks^® or Microsoft Dynamics GP^® provides accounting integration with Maximizer CRM for a holistic view of your customers, enabling you and your staff to better service their accounts. Your staff will save time, working more efficiently by accessing information through one easy-to-use interface.

• View your customers’ accounting information from one simple interface in Maximizer CRM with Accounting Link for QuickBooks or Accouting Link for Dynamics GPⁱ.
  
  
• See credit limit, balance, and overdue accounts at a glance, saving time and better serving customers.
  
  
• Create invoices and estimates directly from Maximizer, save it in QuickBooks or Dynamics GP, and send it to the customer.
  
  
• Maximizer CRM pulls product list items, prices and important client financial details from your QuickBooks or Dynamics GPⁱⁱ.