Sharing information between systems can often be complicated and difficult. WebNinja offers a seamless integration between your accounting software and your online CRM.
The integration allows you to maintain and update account and contact details throughout your organization. Customer-facing staff can view account balances without needing to access your accounting software.
Quotes and jobs are synchronized to provide business pipelines and to ensure that every opportunity is followed through to its conclusion.
With Web Ninja CRM, it is as if your CRM and accounting software are a single package.
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Feature Set
• Works with a wide range of packages.
• Fully automated, continuous updates.
• One, two or three way synchronization.
• Unlimited Custom fields per record.
• Fully customizable queries.
• Ability to consolidate multiple branches.
• Plug and Play installation process.
• Can be installed and operational within minutes.
• Optionally filter out inactive records.
• Firewall friendly configuration.
• No software required on end user machines.
• Encrypted transfer of data.
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