CRM & Accounts Integration

QuoteWerks integrates directly with a large number of CRM and Accounting suites, and can be integrated through third-party software with a number of others, for instance our own Xero integration.

Details on a few solutions are outlined here; Contact Us if you need more specialised information.

Customer Relationship Management

QuoteWerks communicates with many Customer Relationship Management (CRM) systems, automatically updating sales opportunities and pulling through contact information for the quote, meaning you no longer need to waste time manually entering data.

List of compatible CRM systems:

Quotewerks can communicate directly with a number of different Customer Relationship Management systems to keep your records consolidated, with build-in support for ACT!, ACT for web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, Microsoft Dynamics CRM, Microsoft Outlook, Outlook with Business Contact Manager, Salesforce, SalesLogix/Infor CRM, and SugarCRM. Other CRMs might also be compatible with QuoteWerks’ API, or could be supported with third-party integration software; if your preferred CRM isn’t listed here, please contact us and we will see if we can help; a solution may already exist.


List of compatible Accounting suites:

Quotewerks can integrate directly with QuickBooks and the US edition of Sage 50 (formerly Peachtree), with third party addons to allow for integration with a number of other accounting suites, including several other editions of Sage, and e-automate. Again, if your preferred solution isn’t on that list, please contact us to discuss potential options.