CHAPTER 9: Contact Management Integration

<< Click to Display Table of Contents >>

Navigation:  QuoteWerks Help >

CHAPTER 9: Contact Management Integration

QuoteWerks integrates with the following contact management sources.

Act!™

Act!™ Premium for Web

Autotask®

ConnectWise®

GoldMine®

Google® Contacts

Kaseya BMS

Maximizer®

Maximizer CRM Live

Microsoft® Dynamics CRM

Microsoft® Outlook

Microsoft® Outlook with Business Contact Manager

QuickBooks®

QuoteWerks™ built-in contact database

Sage 50 (Peachtree)

Salesforce.com®

Saleslogix™

SugarCRM™

Zoho CRM

None (you can manually enter contact information if you wish)

 

Note:If you don't see your contact manager in the list above, you can use the built-in QuoteWerks database or select the None option. There are also 3rd party contact managers that have written links to QuoteWerks. These integrations can be found on our website.

Another option is to use the QuoteWerks API to create a link between the applications. The SDK includes a sample program that shows you how easily you can accomplish this.

Tip:When we offer a contact management integration with the above software packages, we generally refer to them as Customer Relationship Management (CRM) software. It's important, however, to note some distinctions. QuickBooks and Sage 50 (Peachtree) are, in fact, accounting software packages; Autotask and ConnectWise are Professional Services Automation (PSA) software packages. PSA software, in addition to having CRM functionality, will also have time-tracking, ticketing, and billing features.

The simplest level of contact management integration is to retrieve contact information from a contact manager and place it into a quote, order, or invoice in QuoteWerks. QuoteWerks provides this level of integration for all of the supported contact managers. QuoteWerks also provides additional write-back integration with some of the supported contact managers, which will be covered later in this Chapter.

To choose the contact manager that you will be using with QuoteWerks, select the Contacts -> Setup Contact Manager menu:

On this window, you can select your contact manager: