Smarty CRM and Smarty Accounting work seamlessly together. Therefore, your data is always syncing between the two platforms. This means if you are a pre-existing Smarty Accounting user, all your contacts will be instantly accessible through Smarty CRM and converted into potential leads. On the other hand, if you have spent time building up your contact list in Smarty CRM, then simply adopt Smarty Accounting to automate all your financial activities and track your cash flow.
Your accounting software stores valuable information associated with the different stages of your customer’s life cycle. By integrating your Smarty CRM solution with your accounting software, you will have immediate access to that information whenever you need them. You can obtain the latest financial information and transaction history alongside creating estimates and invoices all straight through your CRM account without the need of switching to your accounting software.
Entering the same data into two different platforms, whether you are manually typing it or downloading CSV files, reformatting them and uploading them into the other app, is tedious and wastes time. Also, there is a possibility to accidentally put information in the wrong place or to format something incorrectly. Smarty accounting integration allows you to use only one platform as your main hub instead of logging in and out of each software. No more manual entry or data uploading, just enter a new customer in your Smarty CRM account and a new profile will automatically be created in your accounting software instantly.
As a small business, you need at least two core software to run your business cycle. One for the administration of your business finances and the other one for managing your marketing, sales and support efforts. One of the major advantages of integrating CRM and Accounting software is that it helps you to get all your customer information in one place. From sales, support to accounting, integrated solution can provide you with the full 360-degree view of your business and it improves your overall business performance and customer experience.