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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

An efficient ordering system designed to enhance the experience of both your sales representatives and customers via a streamlined QuickBooks portal is now available. Tailored specifically for small to medium-sized businesses that use QuickBooks, this system allows you to effortlessly cut costs while boosting your company's productivity. With Flowsmith, you can establish a visually appealing portal that reflects your brand, enabling customers and sales reps to easily place orders and monitor inventory online. This versatile portal seamlessly integrates with any version of QuickBooks Desktop, providing a cohesive experience. Flowsmith stands out for its user-friendly design and straightforward setup, complemented by a specially designed QuickBooks connector. Consequently, all orders, inventory levels, invoices, and pertinent customer data are automatically synchronized between your Flowsmith ordering platform and your QuickBooks account, ensuring accuracy and efficiency in your operations. This not only saves time but also enhances overall business management.

Description

Dynamics CRM and The Portal Connector can help you improve your customer service. You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable. It is easy to use, and does not require any coding or custom programming. The Portal Connector offers key advantages, including: * You can host your portal online, in the cloud, or with a third-party hosting provider * Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360 * All data from CRM, including Custom Entities, can be used in your portal solution * One license includes unlimited Dev/Test/UAT environments * The Portal Connector is simple to use and doesn't require any coding skills * End Users can authenticate with your portal using Facebook, LinkedIn and Twitter. * Developers can customize every aspect of our solution with our open API

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Citizen RIMS No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Integrations

Citizen RIMS Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 

Pricing Details

$250 per month
Free Trial Yes 
Free Version No 

Pricing Details

$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Flowsmith

Founded

2020

Country

United States

Website

flowsmith.us

Vendor Details

Company Name

Sylogist

Founded

1993

Country

Canada

Website

www.crmportalconnector.com

Product Features

Order Management

Back Order Management Yes 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management Yes 

Product Features

Content Management

Audio Content No 
Customizable Templates No 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management No 
Text Editor No 
Version Control No 
Video Content No 
Website Management No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

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