Wave Accounting Integration for Estimates/Invoicing
Gathering votes
Integrate with Wave Accounting to tie in estimates and log whether an estimate was emailed inside the customer CRM profile. This integration would provide additional data points and CRM columns, showing how many estimates a customer received, how many converted to orders, and how many were canceled. It would also enable the system to automatically calculate and track useful data, helping to get a bigger picture per client and rank them by spending.
Anonymous
3 months ago
2 votes
Categories
Integration