top of page

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.
Contact
bottom of page