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Legrand CRM does what your accounting software doesn’t. When you use them both together with Legrand Accounting Link, the two programs create one, complete business solution.
Accounting software records sales and basic customer information. Legrand CRM manages the many other aspects of your business relationships:
Calls, meetings and emails that lead up to each purchase
Customer service calls that follow
Important documents, such as contracts, agreements, etc
Any other customer activity
The Legrand CRM Accounting Link module works with QuickBooks and other popular accounting programs.
Set up Legrand CRM quickly.
Importing your QuickBooks customer data, and you’re ready to go.
Never enter the same data twice. Send data back and forth between QuickBooks and Legrand CRM, saving the time and trouble of manually re-entering it.
Stay in sync.
Legrand CRM and QuickBooks stay up-to-date and in sync with each other through quick and easy synchronization.
Provide outstanding customer service.
Sales and service reps can see if customers owe money or have a credit limit, when they made their last purchase and more, without needing full access to the accounting data.
Turn current customers into repeat business.
Pull highly targeted marketing lists based on customers’ past activities. Then, use those lists and the tools in Legrand to execute and track campaigns, turning current customers into repeat business.