QB & Customer Tracking - Contractor Talk - Professional Construction and Remodeling Forum

nmcomeau · 01-03-2009, 04:04 PM

I'm new to QB, and finding my way ok. As I consider continued use of QB at the same time as I look to embrak on expanded marketing programs, is there any way (in QB, homegrown, or otherwise) to track marketing activity within or integrated with QB?

Thanks!

jensenconstruction · 01-04-2009, 08:10 PM

Not in Quickbooks.

I use ACT to track my clients, works good for me.

If your looking for a solid marketing program, then you should check out MarketSharp.

krish_est · 03-24-2009, 10:50 AM

Quote:

Originally Posted by nmcomeau

I'm new to QB, and finding my way ok. As I consider continued use of QB at the same time as I look to embrak on expanded marketing programs, is there any way (in QB, homegrown, or otherwise) to track marketing activity within or integrated with QB?

Thanks!

Hi,

We have received a requirement from our client, looking for some CRM based solution Integration with QB. We are working on the solution part, please let me know if you are interested in learning.

Regards,
Krish
rkrishest@gmail.com

buildpinnacle · 04-07-2009, 07:48 PM

Quickbooks customer manager may work for you. I have it, but haven't tried it. Been on the shelf for a couple years. Maybe it's because I hate QB and am looking into Jobview.