Seeking tech stack recommendations for CRM and Inventory Management
March 17, 2021
by a searcher from Massachusetts Institute of Technology - MIT Sloan School of Management in Los Angeles, CA, USA
I am seeking tech-stack recommendations for CRM and Inventory Management solutions that integrate well into Quick Books Online. For inventory management, I am considering Zoho or Cin7
For CRM I am considering: Method or Nutshell. (or Zoho?)
My primary criteria is a well-functioning two-way integration so the user experience is seamless. Interested in feedback from users!
from Northwestern University in Toronto, ON, Canada
* I presume you've looked at apps.com or the marketplace from within the app? Here are two links that will help if not:
https://quickbooks.intuit.com/app/apps/home?categoryId=Manage-Customers
https://quickbooks.intuit.com/app/apps/home?categoryId=Track-Inventory
* As for Method, it was an early adopter of the QBO integration and was started on a strong QB Desktop integration. While it's marketed as a CRM, it's really a no-code platform with tight QB integration. So if you want to do a lot of customizations, you can do it right within the system. With all of that customization ability, the system can be fairly complex though which has its plusses and minuses.
* For CRM, you should probably also check out Insightly.
* As for inventory, SOS was one of the popular ones on the platform so you may want to check them out as well.
* Be sure to determine what you want in the 2-way integration. A lot of systems will say they have 2-way, but in reality, there is very little on one of the directions.
Happy to chat more offline if you have specific questions about any of the above. Feel free to DM me.
from The University of Texas at San Antonio in London, ON, Canada