The CRM and BOOKS really seems to be lacking in regards to integration. Am i missing something here? Can someone enlighten me please?
In my view, CRM is intended to allow me to follow the entire lead, quotation, sales, follow-up workflow.
BOOKS (aside from the other accounting features) allows me to follow the quote, invoicing and payment process. I use BOOKS to create hundreds of quotes, convert to invoices and follow payments.
I use CRM to follow my communications with customers. Last quote sent, did they convert, last order date, next expected order etc.
I realize I can use CRM to create quotes and Invoices and perform the proper follow up. BUT i cannot record payments on invoices generated here
Within CRM I can create/view the BOOKS documents in the customer view. BUT there seems to be no way to create a FOLLOW UP. I would like to create a view with any customers that have pending quotations or invoices sent from BOOKS. Support tells me its not possible, none of the BOOKS fields are not linked.
so, to recap, I'd like to create the quotes within BOOKS. View all pending, quoted customers in CRM and send a bulk email reminder. When i convert that quote to an invoice it updates CRM.
Any ideas please??