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Discussions QuoteWerks Desktop
Contact Management (CRM/PSA) 60

Integration with contact managers like Autotask, ACT!, Autotask, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM

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Zoho Contacts
Posted by Peter Smart, about 6 years ago , Last Reply by Peter Smart about 4 years ago
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Line numbers on converted ST/Proj in Connectwise
Posted by Levi Shores, over 4 years ago
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Send to CRM - Emails
Posted by George Veys, over 4 years ago , Last Reply by Cat Ward over 4 years ago
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Autotask "Use Revenue" field
Posted by Oliver Marshall, over 4 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) over 4 years ago
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Appending text to the AT Opp name
Posted by Oliver Marshall, over 4 years ago , Last Reply by Oliver Marshall over 4 years ago
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Change defaults in the Autotask Sync dialogue
Posted by Oliver Marshall, over 4 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) over 4 years ago
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Grab ConnectWise Opportunity Number / HubSpot Deal ID
Posted by Kevin, almost 5 years ago , Last Reply by Kevin almost 5 years ago
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Dynamics CRM with Okta
Posted by Amy Ragatz, about 5 years ago
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DTF is attached to Zoho CRM as well as PDF
Posted by Kim Cruise, about 5 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) about 5 years ago
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QuoteWerks integration for Sage CRM
Posted by Mark Engelberg, about 5 years ago