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Client Relationship Manager (CRM) - interacts with QuickBooks

Complete or Partial Client Synchronization

The client synchronization between QuickBooks and Zulu IES is highly adaptable to your business requirements. The Zulu IES structure revolves around a company and its contacts, that is, there exists a company with general information. Then there is specific contact data for that company, for example, the contact may have a unique mobile number and email address. These contacts may have different information with no limit to the contacts that can be assigned to a company. However, in QuickBooks to undertake a similar system would require you to add individual companies for each client with no way to join them. This synchronization occurs between Zulu IES clients and QuickBooks customers and provides a full synchronisation of matching data.

The system features:-

• Shows a view of clients fully synchronized in both QuickBooks and Zulu IES - this list has no functional options and is used as a reference only.
• Choice of Company and/or its Contacts to Synchronise from Zulu IES.
• Choice of Customers to Synchronize from QuickBooks.
• When there is a difference in data the system provides a choice to overwrite or not to overwrite the data and in which system.
• The QuickBooks information purely relates to customers and exposes no account details such as payments or receipts.
• The client relationship manager (CRM) allows you to create your company database from scratch or should your existing company contacts reside in either QuickBooks or in Microsoft Outlook 2003 or later versions, these both have the ability to synchronise with Zulu’s CRM.
• The CRM includes a client contact directory, date and time stamped to track client discussions, email copies, client meetings as well as archive facility.
• Leads & Quotes page is the same as the Client page except the clients here do not actually have any billable projects or tasks yet. They represent potential business that is in the process of being quoted, tendered or discussed. Projects can be added to this type of client to describe the nature of a quote or a potential project.