Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
InoLink is an integration tool between Intuit QuickBooks online and Dynamics 365 CRM Online. It provides a 360-degree view to customer which allows for understanding their historical data such as aging balances, transaction histories, and totals. In Dynamics 365 CRM, you can view customer transactions and top customers. InoLink allows data exchange and prevents duplication between Dynamics 365 CRM (QuickBooks) and Dynamics 365 CRM (QuickBooks).
This integration tool allows you to sync one or more QuickBooks companies with a single instance Dynamics 365 CRM. It allows for the secure transfer of real-time data between Dynamics 365 CRM and QuickBooks.
Features:
• Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices
• Transaction Sync: Promote Quote/Order/Invoice from Dynamics 365 to QuickBooks
• Accounting History: View transaction history in Dynamics CRM
• Account Balances: Customer open balances and aging details in CRM
• Tax Calculation: Calculate tax for Quotes, Orders and Invoices in Dynamics 365
• Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards
• Security: Control access to accounting data with security roles and field level sec.
Description
The TurnLink Sales ManagerTM is an online Customer Relationship Management (CRM) solution tailored for manufacturers and their representatives. This software enables you to monitor the extensive data involved in the relationships among manufacturers, retailers, and distributors. With TurnLink, you can easily export orders to any version of Intuit's QuickBooks, streamlining your order processing. By providing each representative with a TurnLink account for online order placement, you can safeguard your QuickBooks file from unauthorized access. This feature helps to prevent the redundancy of entering orders into two separate systems. To ensure seamless operation, a range of customization options is offered, keeping TurnLink and QuickBooks perfectly aligned. Additionally, the TurnLink Sales Manager boasts a robust order form designed to accommodate direct orders, including sample requests and multiple warehouse needs, as well as the intricate requirements of third-party distributor Turnover orders. This flexibility makes it an invaluable tool for managing complex sales environments effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
MapMyStores
No
Microsoft Dynamics 365
Yes
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
MapMyStores
Yes
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$35 per user 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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
TurnTree Solutions
Founded
2004
Country
United States
Website
www.turntree.com/turnlink.cfm
Product Features
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Manufacturing
Accounting Integration
No
ERP
No
MES
No
MRP
No
Maintenance Management
No
Purchase Order Management
No
Quality Management
No
Quotes/Estimates
No
Reporting/Analytics
No
Safety Management
No
Shipping Management
No