1.
QuickBooks CRM
Integration – Agile CRM
Manage Invoices. Track Status. View History.

2.
About Agile CRM, QuickBooks ...
➢ Agile is an awesome intermix of the most sought
after sales and marketing automation features,
blended into a simple and user friendly small
business CRM
➢ Integrate Agile with QuickBooks to manage all your
finances at one place

3.
Adding contacts to QuickBooks ...
➢ Add contacts to QuickBooks from the CRM
by clicking on the ‘+Add Contact’ button
on the contact’s page and
start billing them

4.
Create Invoices
➢ Create invoices to your customers with ease and send
them from Agile
➢ View the list of invoices
with itemized details on
your contact’s page,
along with the status

5.
Track Payments
➢ Receive payments from your customers and
get the status updated automatically
➢ Track payments and
send reminders to the
the ones who haven’t
paid the invoices yet

6.
Invoice History
➢ View all the past invoices of
your customers with itemized
details directly from the CRM

7.
visit: www.agilecrm.com/quickbooks-integration
Thank You