Geek Culture
Published in

Geek Culture

Automate Small Businesses To Integrate CRM And Accounting Apps

There are a multitude of small businesses covering a vast range of products and services globally. In the US alone over 600,000 new small businesses pop up each year. And if there’s one thing we all know, it’s that small businesses keep busy!

Starting small means having to cover a range of services all on your own or with limited resources. Expanding your small business takes time, but so does literally everything else involved in running a small business! How do you make time? With No code automation you can put your repetitive tasks on autopilot, and connect multiple systems to give you an integrated single view access to work with, essentially saving your time.

Related: What is CRM? How CRM integration can help your organization to grow?

Related: Accounting software | Know everything about cloud accounting

API’s allow small businesses to leverage existing technology to build quick, inexpensive and dynamic workflows that can help them bootstrap their business.

Here are 4 reasons why you should integrate your CRM and Accounting app as a small business:

  1. Avoid doing data entry twice: Entering data once is a task in itself, save yourself from the trouble of having to do it twice! Most CRM and accounting apps require similar data, names/contact details of your customers and their order details. Whether you do this manually, or export CSV files and reformat them, the process is long and cumbersome. Avoid the trouble by connecting your accounting application with your CRM and seamlessly integrate the data entered into the CRM app into your accounting application without lifting a finger. Save yourself hours worth of manual work each week.
  2. Fewer errors or missing data: Doing your data entry manually always leaves room for error, especially since most people do this in a batch and that makes it easier to miss out on a purchase or two. This error can cost you time and money. Spending hours going through your sheets trying to identify the missing data isn’t anyone’s idea of solving a good puzzle! With no code automation, this risk is eliminated, since you set triggers and all purchases are systematically documented the moment those triggers are met. Workflow Automation also makes it easier to identify duplicates, increasing accuracy.
  3. Streamline your channels: Most small businesses depend on multiple channels for making a sale. As a brand, you may be selling your product on Amazon, Myntra, through Instagram and your own website, keeping a track of all these sales can be time consuming and confusing. Integrate all your sales channels with your CRM and accounting apps to easily manage your sales and inventory. This will also help you keep a track of how well each channel is performing for your products.
  4. Track your business in real time: There’s often so much to do that small businesses find it overwhelming to find time to stop and analyze how they’re performing. This can get dangerous, considering that small businesses usually have limited finances and performance tracking can be crucial for their business. Using a scheduler, a data analysis app and your accounting application you can create an automated workflow to track your revenue performance automatically. Automate financial reports using best no code automation platform, by integrating data from your accounting app straight into an analysis one and have updated reports on your finance waiting for you whenever you need to access them. You can even set the frequency based on your preference.

Read more about different types of CRMs here



Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Team Quickwork

Team Quickwork

The #1 integration and automation platform chosen by enterprises to build workflows, publish APIs, and manage conversations.