Can Clearbooks integrate with any CRM package live?

Question asked by Brian Candlin 11 years ago

The only CRM package that ClearBooks seems to recommend as an Integration / Add-on is Capsule CRM.... but this appears to be only for the purposes of importing and exporting data manually...? is there any CRM or even basic contact Database software that will update ClearBooks with the customers address and contact information live every time a new customer is entered onto the system..?!? I've been in touch with Capsule CRM and they have emailed me back and state quite clearly that ClearBooks is not one of their Integration Partners.?

Write reply1

1 Reply

Hi Brian, As it stands Capsule CRM is the only integrated software we offer. We realise it is limited and if you would like to put this through as an idea we can see what sort of things other users would like to have available in such software. That way, we can best understand everyone's needs and this will help if there are any future plans to develop anything new. However, at the moment there are no other inegrated services,

Chris

Best answer
11 years ago

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are

Apps

Company

Social