Pipeline Deals CRM Integrates with Quickbooks and More

I have been a fan of Pipeline Deals CRM for quite a few years now. It is one of the simplest and easiest ways to use CRMs for small businesses, especially contractors. The majority of the painting clients I work with are using Pipeline Deals. It does not have all the features of some of the more complex programs out there such as: Salesforce, Zoho, Base, to name a few. I pretty much think that most CRMs on the market have a place. There is room for a lot of competition. So when I write about Pipeline, it does not mean it is the best CRM for a contractor. It really depends on a number of factors and what the company really wants a CRM to do!
Now, we have some exciting news as we wrap up November 2015 about Pipeline Deals. They made a new integration that really does save users some extra time and avoids double entry! Double entry tends to be common amongst many CRMs that do not link to your other favorite apps, like Quickbooks. The workaround has been programs like Zapier. Zapier works just fine with hundreds of apps, but I love it when the there is a real integration between two apps. This is the case with Pipeline when they recently integrated their CRM with Quickbooks Online. Instead of having to let your bookkeeper know you have a new job that was sold, once a job is marked as won, it will send the information to Quickbooks Online automatically! No more need to double entry your customer information!
Another big release from Pipeline this fall was sending and receiving emails directly within Pipeline. This again, avoids the need to jump back and forth between your email platform. This update has been rolling out to users and is still being updated (getting better). I was an early test pilot of the email system. It is starting out very basic, yet it works well. I believe they will be adding the ability to send emails within a deal or contract soon.
QuickBooks Online

Email Inside of Pipeline
