Financial Services > CRM/Sales Force Automation

for QuickBooks Premier 2010

Find CRM/Sales Force Automation software for the Financial Services industry that works with QuickBooks.

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  1. OASIS CRM

    The complete CRM solution for QuickBooks! From Sales, Marketing, Advanced Inventory to Customer Support, client & billing information flows effortlessly through the OASIS CRM solution.
    Price: $595.00 (Free Trial Available)

  2. Method Integration CRM Edition

    Method is the most customizable CRM for QuickBooks. Without any coding, customize sales and call centers, third party portals and all screens with this web-based QuickBooks-integrated platform.
    Estimated Yearly Cost: $540.00

    • Silver Developer Applications have been tested and proven to work with QuickBooks.
    • Web Enabled

  3. MobileBiz

    MobileBiz is QuickBooks for your mobile phone and enables you to enter invoices, view customer, vendor, and inventory information on your Windows Mobile Smartphone.
    Price: $79.00 (Free Trial Available)

    • Silver Developer Applications have been tested and proven to work with QuickBooks.

  4. Account Integration For use with QuickBooks® and Salesforce

    An automated integration tool between Salesforce.com and QuickBooks, which ensures the transfer of Salesforce Contacts and Accounts to QuickBooks as Customers.
    Pricing Starts At: Free

    • Silver Developer Applications have been tested and proven to work with QuickBooks.
    • Web Enabled