Accounting Integration with ACT!
The #1 Selling Contact and Customer Manager.
Accounting & Contact Database Software integration Solution.
Accounting Integration
Integrating your contact management and accounting applications will provide you with a complete view of all of your customer interactions so you can be more productive and make more insightful business decisions.
You will have real-time access to complete customer information for inquiry handling and performing follow-up tasks, and you eliminate duplicate data entry so you can focus on closing more deals.
Utilising our accounting links, you will have access to accounting information from within a tab in ACT!. Your ACT! users will be able to see Estimates, Invoices, Sales and Payments for any linked contact for a more detailed view of their relationship history.
Eliminate duplicate data entry and save time when you link ACT! and your accounting program and share contact information.
- Import and update customers and vendors in ACT! and your accounting application at one time.
- Create and Edit customer and vendor links between your accounting application and ACT!.
Centralise information for a complete view of customer and vendor interactions.
- View Accounts Receivable for a history and details of every transaction.
- Stay on top of bills by tracking vendor status.
Take action using real time contact and accounting information so you can be more productive.
- Schedule activities in ACT! for accounting transactions1 that require follow-up.
- Easily Create an Estimate or Invoice while in ACT!.
1Requires the appropriate security permissions in both ACT! And the accounting application
ACT! Link for MYOB
This link allows for a fast and easy way to share information between ACT! and your MYOB® Accounting program. This link will provide you with the MYOB Integration you need to take control of your business, such as customer purchasing history, accounts receivable status and up-to-date contact information.
ACT! Link to Sage Pastel and Sage Line 50
Sage has developed a link to integrate ACT! by Sage and Sage Pastel as well as ACT! by Sage and Sage Line 50, bringing together the benefits of the best-selling Contact Manager in the world and leading accounting software from Sage. You can now manage your business contacts and view their accounts at the same time, letting you see which customers are most profitable, and which contacts are late payers. Use the link to improve existing customer service, loyalty and revenues; or display credit limits, sales to date and outstanding debt information; or view transactional information such as invoice numbers, details and amounts owed and paid. Do all this without changing screens or applications!
For more information on Sage Pastel or Sage Line 50 and how they work with ACT! by Sage, go to http://www.sagepastel.com.au/au/ now.
Sage Business Solutions is a leading provider of end-to-end accounting software and business management software solutions. Numerous awards confirm Sage Accpac as the best accounting software for large, mid-size and small business. ACT! By Sage is the ideal customer contact and client manager software. For a highly functional and scalable Customer Relationship Manager software solution turn to Sage SalesLogix or for an Internet based Customer Relationship Management solution your perfect choice is Sage CRM. No matter which Sage solution is right for your business, you’ll find it to be easy to implement, easy to use and easy on your budget. Contact Sage Business Solutions today.