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CRM Consulting 

  • Effective CRM Integration Testing: We use our knowledge of QBO and roofing to thoroughly test your CRM integration and spot any hidden issues.

  • Deep Dive into QBO: We'll help you grasp the nuances of QBO, like understanding the chart of accounts, and the difference between various billing documents.

  • Custom Solutions for Contractors: We identify and suggest features your CRM needs to serve contractors better.

  • Smooth Client Setup Support: We guide you through the initial setup for your clients, ensuring CRM and QBO items are correctly linked.

  • Preventing Bookkeeping Problems: Before they blame the CRM, we can identify and fix any pre-existing issues in a client's bookkeeping that might cause integration headaches.

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