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CRM Accountlink - ABM Integration

 
 
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AccountLink ABM Interface
Run the software standalone, or with the new accounting software crm link, to Advanced Business Manager accounting software.This means key financial information about the account status of your customers is available within this CRM solution software consolidated information center. Your sales people and account managers can view a customer's outstanding balances, contact information, credit limit and accounting notes - allowing your team to operate more efficiently. Better still, because this financial information is stored in the CRM database all CRM Solution Software users can view this information, not just those who have the optional AccountLink module. There are many CRM Software alternatives - what makes Legrand stand out is its simplicity, ability to link to ABM, and its power.

The AccountLink module also provides 'live' access to:

  • Easily create a new record in ABM from Legrand CRM Software
  • Easily import customer records from ABM into Legrand CRM
  • Accounting financial summary information updated live
  • 'Create now' the Legrand company as a customer in ABM.
  • For every cardfile, view the list of invoices and credits that have been issued.
  • Drill-down into the ABM transaction. (Of course this requires that ABM is installed on your computer).

Our CRM Software has link interfaces to most popular accounting systems, so please don't hesitate to contact us.

 

 
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