QuickBooks and CRM are two essential software tools for small businesses. QuickBooks helps you manage your finances and accounting, while Selling Lane’s CRM helps you manage your customer relationships, tasks, link to pay, Free Business website, menu selling tools and much more. Together, these QuickBooks and CRM can help you run your business, improve your efficiency, and grow your customer base.
Do I Need Both QuickBooks and CRM for Your Small Business?
So, do you need both QuickBooks and CRM? If you want to streamline your operations, improve your efficiency, and grow your business, then using both of these tools is a good idea. However, if you’re on a tight budget or only have a small number of customers, then you may be able to get away with using just Selling Lane CRM, because it includes Invoicing and Link to Pay, which is a key ingredient of Quick Books.
Here are some things to consider when deciding whether or not you need a CRM:
- How many customers do you have? If you only have a small number of customers, then you may be able to manage your customer relationships with pen and paper. However, if you plan to grow, then a CRM can help you find customers and sell more of them.
- What kind of customer relationships do you have? Every relationship with a customer is fragile, and needs to be nurtured to turn that customer into a raving fan and ultimately a long-term, multi-time buyer. A CRM can help you to track and manage the different stages of the sales funnel, including having products on your Business Website (included in Selling Lane), Menu selling when in front of your customers and provide better long term support.
- What is your budget? CRMs can range in price from a $6 dollars per month (that’s Selling Lane’s price per user) to hundreds of dollars per month. So, it is important to choose a CRM that fits your budget and needs.
If you’re still unsure whether or not you need a CRM, I recommend that you sign up for our 31 free trial and see if it is right for you.
Why Small Businesses Need QuickBooks:
- Accurate financial reporting: QuickBooks helps you track your income and expenses, create invoices, and generate financial reports. This accurate financial information is essential for making informed business decisions.
- Tax preparation: QuickBooks can help you prepare your taxes by automatically calculating your deductions and generating tax forms. This can save you time and money, especially if you file your own taxes.
- Time savings: QuickBooks automates many time-consuming accounting tasks, such as invoicing and bill pay. This frees up your time, so you can focus on other important aspects of your business.
Why Small Businesses Need Selling Lane CRM
Selling Lane CRM is a customer relationship management (CRM) system that is specifically designed for small businesses. It is a cloud-based CRM, which means that you can access it from anywhere with an internet connection, including your smartphone. Selling Lane CRM is also very affordable, making it a great option for small businesses on a budget.
Here are some of the reasons why small businesses need Selling Lane CRM:
- To track customer interactions. Selling Lane CRM helps you to track all of your customer interactions, including phone calls, emails, and social media messages. This information can be used to improve your customer service and sales process.
- To manage leads. Selling Lane CRM helps you to manage your leads by tracking their progress through the sales funnel. This information can be used to identify and nurture your most qualified leads.
- To provide customer support. Selling Lane CRM helps you to provide customer support by tracking customer support tickets and providing feedback to your customer support team. This information can be used to improve your customer support process and reduce the number of support tickets you receive.
- To generate reports. Selling Lane CRM generates a variety of reports that can be used to track your sales performance, customer satisfaction, and other important metrics. This information can be used to make informed decisions about your business.
In addition to the features listed above, Selling Lane CRM also offers a number of other features that are beneficial for small businesses, such as:
- Contact management: Selling Lane CRM helps you to manage your contacts by storing their contact information, purchase history, and other important information.
- Task management: Selling Lane CRM helps you to manage your tasks by creating and assigning tasks to your team members. This information can be used to track your team’s progress and ensure that tasks are completed on time.
- Sales pipeline management: Selling Lane CRM helps you to manage your sales pipeline by tracking the progress of your deals through the sales cycle. This information can be used to identify and close more deals.
- Business Website: 🚀 Ever dreamt of a digital butler that handles both your CRM and website? Forget juggling platforms; with our snazzy integrated Business Website feature, you’ll have your online mojo and business tools partying together under one digital roof.
Overall, Selling Lane CRM is a powerful CRM system that can help small businesses to streamline their operations, improve their efficiency, and grow their business. If you are a small business owner, I encourage you to consider using Selling Lane CRM. It is a powerful and affordable CRM system that can help you to streamline your operations, improve your efficiency, and grow your business.
Integrate QuickBooks with Selling Lane CRM, Get the Best of Both Worlds
- Use Selling Lane to manage your customers, sales operations, estimates and task management.
- Import your customers into QuickBooks, then use QuickBooks to manage accounting and taxes.
- Let Selling Lane help you with your business website, menu, selling customers, and manage link to pay.
- Import Transactions into Quickbooks, then at journal entries to close out your month.
Examples of How Small Businesses use QuickBooks and CRM Together:
- A retail store uses QuickBooks to track their inventory and sales, and Selling Lane CRM to manage their customer loyalty program and website. They use Selling Lane’s menu selling system to show a menu of products and task management to remember when to reorder supplies.
- A consulting firm uses QuickBooks to track their billable hours and expenses, and Selling Lane CRM to manage their sales pipeline and client relationships.
- A software company uses QuickBooks to track their revenue and expenses, and Selling Lane CRM to manage their customer support tickets and product feedback.
If you are a small business owner, I encourage you to consider using QuickBooks and Selling Lane CRM. These tools can help you to take your business to the next level.