Latest Updates To Pinnacle Ai CRM

Quickbooks Integration

Quickbooks Integration

January 05, 20241 min read

We have an exciting update to share with you that's set to revolutionize the way you manage your CRM and accounting tasks. Our CRM now seamlessly integrates with QuickBooks, and this feature is designed to simplify your workflow, save you time, and enhance your customer interactions. In this email, we'll guide you through the benefits of this integration and show you how to get started.

Quickbooks Integration: Automate your data entry and enhancing your workflow so that new contacts are effortlessly synced, and customers receive review requests upon payment.👇🏻

⭐️ Why does it matter to your business?

  • Effortless Data Sync: All new contacts created in QuickBooks are automatically synced with our CRM, saving you from manual data entry.

  • Automated Review Requests: Customers are sent review requests upon payment, streamlining your feedback collection process.

  • Frictionless Accounting: Sales receipts are automatically registered in QuickBooks when payments are made through our system, ensuring accurate accounting for order forms, subscriptions, membership checkouts, and calendar payments.

⭐️ How To Use Quickbooks Integration ?

  1. Go to your CRM settings and select "Integrations."

    2. Click on the "QB Connect" button to initiate the integration.

    3. Log in to your QuickBooks account to establish the connection and ensure you accept all necessary permissions.

  1. Hit the "connect" button to complete the integration process.

Get ready to experience a more streamlined, efficient, and automated workflow with our QuickBooks integration. Say goodbye to manual data entry and hello to more time for what truly matters - nurturing your customer relationships and growing your business.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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