The Legrand CRM Outlook AddIn and Gmail extension are key productivity tools that provide a live connection between your email and your CRM data. You can immediately action an important email, be it a hot new lead or an urgent request from a major customer.
Transfer emails from both Outlook and Gmail to Legrand Cloud CRM. Emails are attached to contacts and accounts as Activity Notes – making it easy for you to get the full picture of your customer interactions.
Legrand Cloud CRM integrates with the two most popular small business cloud accounting systems: QuickBooks Online and XERO.
Our seamless integration enables your sales team to easily convert Leads into accounting customers and to view the detailed sales transactions and outstanding balances of existing customers.
Click to view details of the integration with QuickBooks Online
Our seamless QuickBooks integration delivers productivity — no rekeying of customer information — and enables you to use the Quickbooks sales data to drive increased sales and deliver better service. Your sales team can see their customers’ buying history without needing to be logged in to QuickBooks Online
Our integration with Xero integrates financial summaries into Legrand and also allows you to complete an initial customer import.