How to set up a QuickBooks customer portal
Great customer service keeps customers coming back. Extend the power of QuickBooks and elevate the customer experience by offering an online portal.
Latest customer service posts
Best QuickBooks payment gateway for small businesses
Online payment gateways make it easier to accept payments from your customers. Here’s a crash course on using an online payment gateway with your QuickBooks CRM.
Customer Follow-Up Emails to Drive Repeat Business
Effective customer follow-up leads to repeat business. Here are four emails you should send to create loyal customers and generate new sales.
Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 3]
Welcome back to our ongoing series detailing how you (yes, you!) can simplify and streamline your small business workflow. If this is your first time here, why not check out part one and part two? Last time, we visited Grumpy Gus, the sales rep who unified his workflow courtesy of a CRM for QuickBooks solution. […]
How a Small Business Can Provide World-Class Customer Service [Part 2]
Customer service is vital for customer retention. In this 2-part series, we'll cover more ways your small business can ramp up customer service.