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Average Ratings 12 Ratings

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features
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support

Description

BizPlus online CRM offers remarkable flexibility, enabling employees to access the platform from any location with an Internet connection and on a variety of devices. A major advantage of the BizPlus CRM is its ability to seamlessly integrate with other web-based tools, which enhances workflow efficiency and productivity. It fosters stronger relationships with both customers and staff members, thus improving overall communication. The online version of BizPlus CRM significantly lowers the costs associated with traditional CRM systems. Additionally, it eliminates the need for manual software updates, as the platform is continually enhanced and updated to meet evolving business needs. With everything hosted in the cloud, BizPlus CRM ensures that users can access vital information and tools while on the move, providing unparalleled convenience. This flexibility makes it an ideal solution for businesses looking to optimize their operations.

Description

Keep all your clients' income and expenses organized in one centralized location, allowing for effortless document generation during tax season. You can quickly import transactions from your clients' bank and credit card accounts, with QuickBooks Online automatically sorting them into the appropriate categories. Additionally, clients can take a picture of their receipts and attach them to specific transactions, providing you with a real-time overview of their expenses. By granting you access to their financial records, clients enable you to swiftly address inquiries and assist in resolving any issues. Evaluate your clients' financial status with over 65 built-in reports, which include data tailored for accountants. Enhance your productivity through integration with Intuit-approved third-party applications that broaden the capabilities of QuickBooks Online. With automatic updates, you will always be working with the most current version of the software. Furthermore, a security system comparable to online banking guarantees the protection of your sensitive data. In the event of a computer failure, your information is securely backed up, ensuring that your work remains intact. This comprehensive setup not only streamlines your workflow but also fosters better client relationships through transparency and ease of access.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APSentra No 
Aaniie No 
Breww No 
Cenntrax No 
Clearly Payments No 
EC Pro No 
EzyWine PRO No 
FulFillor No 
GeoOp No 
Kytes No 
Menaia No 
Paycosmos No 
Payment Depot No 
Payment Nerds No 
Petit Portail No 
Sapaad No 
Spacebring No 
SuccessGuardian No 
TomaCRM No 
Zedonk Software No 

Integrations

APSentra Yes 
Aaniie Yes 
Breww Yes 
Cenntrax Yes 
Clearly Payments Yes 
EC Pro Yes 
EzyWine PRO Yes 
FulFillor Yes 
GeoOp Yes 
Kytes Yes 
Menaia Yes 
Paycosmos Yes 
Payment Depot Yes 
Payment Nerds Yes 
Petit Portail Yes 
Sapaad Yes 
Spacebring Yes 
SuccessGuardian Yes 
TomaCRM Yes 
Zedonk Software Yes 

Pricing Details

$9.94 per user per month
Free Trial No 
Free Version No 

Pricing Details

$8 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Landmark Techedge

Country

India

Website

bizpluscrm.com

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

quickbooks.intuit.com/global/accountants/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

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