SalesFundaa CRM allows you to generate invoices and get a window into client payment information when you integrate it with your accounting software. You can pair client records with account and expense history. You can also eliminate double-entry of contact information (which saves time and avoids a difference in data-entry between systems). Additionally, it automatically establishes a link between the two.
Accounting and CRM Software need much of the same information to reach their full potential. They both need to know the names of your customers, what they purchased and more. Entering the same data into two different systems, whether you are manually typing it or downloading CSV files, reformatting them, and uploading them into the other software, is tedious and wastes time. Small businesses and nonprofit agencies can spend more than 30 hours each month just on exporting invoices and updating revenue. With SalesFundaa CRM and accounting you can use only SalesFundaa as your hub instead of logging in and out of each application. No more exporting and uploading, just enter a new customer in your SalesFundaa CRM Software and a new profile will automatically be created in your Accounting Software without ever needing to log in.