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Legrand CRM does what your accounting software doesn’t. When you use them both together with Legrand Accounting Link, the two programs create one, complete business solution.
Accounting software records sales and basic customer information. Legrand CRM manages the many other aspects of your business relationships:
Calls, meetings and emails that lead up to each purchase
Customer service calls that follow
Important documents, such as contracts, agreements, etc
Any other customer activity
The Legrand CRM Accounting Link module works with QuickBooks and other popular accounting programs.
Set up Legrand CRM quickly.
Importing your QuickBooks customer data, and you’re ready to go.
Never enter the same data twice. Send data back and forth between QuickBooks and Legrand CRM, saving the time and trouble of manually re-entering it.
Stay in sync.
Legrand CRM and QuickBooks stay up-to-date and in sync with each other through quick and easy synchronization.
Provide outstanding customer service.
Sales and service reps can see if customers owe money or have a credit limit, when they made their last purchase and more, without needing full access to the accounting data.
Turn current customers into repeat business.
Pull highly targeted marketing lists based on customers’ past activities. Then, use those lists and the tools in Legrand to execute and track campaigns, turning current customers into repeat business.
Extend the Power of Your Legrand CRM
Tailor Legrand CRM to meet your unique business needs with these optional add-on modules.
Customer Service Module
Track customer service from initial contact through resolution with this practical and inexpensive solution for managing and measuring issues.
Item Tracking Module
Turn past sales information into targeted marketing and sales opportunities. This module helps you leverage the information in your customer database, tracking physical or service "items" that you sell to customers.
Customer Stories
"Most solutions only offers part of what we were looking for. Legrand offered a complete package.
- Shannon Shaffer Top Shelf Closets & Cabinetry Inc.
"We can keep track of our customers and our marketing in a way that we just weren't able to before.
- Lisa Lujan Cofounder, Mentoring Minds
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