Crm With Accounting Software

ERP software is a suite of applications that can help you manage all aspects of your business. ERP systems streamline operations and make it easier for your company to respond quickly to changing market demands. Businesses of any size can use ERP software, from small manufacturers to large retailers.

In this guide, we review the Crm With Accounting Software, crm accounting and billing software, crm and accounting for small business, and best crm and erp software.

Crm With Accounting Software

ERP software is often used by large businesses, but it can also help smaller organizations manage their operations more efficiently. ERP software allows you to manage your inventory, sales and customer data in a single system. Here’s what you need to know about ERP systems and how they can benefit your business:

Enterprise resource planning (ERP) software is now commonly used in organizations of all sizes.

  • Enterprise resource planning (ERP) software is now commonly used in organizations of all sizes.
  • It is a type of business management software that integrates multiple business functions into one system, helping businesses run more efficiently and manage their operations better.

The increasing popularity of ERP software is no surprise when you look at the benefits that it can bring your company.

The increasing popularity of ERP software is no surprise when you look at the benefits that it can bring your company.

ERP software is a powerful tool for businesses of all sizes, no matter what industry you are in or how large or small your business is. It can help you achieve your business goals and save time and money by eliminating repetitive tasks. It also improves customer service, because it gives salespeople access to customer information right away, so they can give customers fast answers when they have questions about their orders or shipments. Finally, ERP software helps make better decisions based on data from multiple departments, which leads to greater growth potential over time.

ERP software offers business management solutions that are designed to combine all facets of a business into one system.

ERP software is a business management solution that combines all facets of a business into one system. In addition to accounting, ERP solutions include supply chain, manufacturing, marketing and human resources. ERP software provides businesses with an integrated view of all areas of your organization as well as an actionable plan for improvement.

ERP solutions are designed to run on cloud-based platforms or on-premise servers in your office building. They have the ability to scale up or down depending on the size of your business, so you don’t have to worry about overpaying for features you don’t need or trying to manage multiple different systems — instead you can focus on growing your company with confidence!

Here are three of the most common types of ERP software and what they’re used for.

When it comes to ERP software, there are three main types: accounting software, manufacturing software and distribution software.

Accounting Software

Accounting software is used by businesses that require a centralized system for recording financial transactions. This type of application can help you track your finances in real-time and provide you with reports that give you an overview of revenue, spending and expenses over time.

Manufacturing Software

Manufacturing applications allow businesses to manage all aspects of production from planning to inventory management to workflow automation. These programs are useful for manufacturers who make physical goods like cars or food products with many different parts or ingredients at different stages of production.

Distribution Software

1) Accounting single-entry accounting systems, which have been around since the dawn of time, only update information in their ledgers in one place.

Accounting single-entry accounting systems, which have been around since the dawn of time, only update information in their ledgers in one place. This means that if you want to look up your bank balance at any given point in time, you can’t do it without going through a labyrinth of accounts and pages (the latter of which is why personal finances are so messy).

In contrast, CRM software keeps all accounting data stored on its servers. When you want to check your company’s books or cash flow reports—or make sure an employee hasn’t gone rogue by writing himself a paycheck—you simply log into your account and see what’s happening.

2) Manufacturing manufacturing businesses need to plan, manage and optimize operations with an eye on costs and timelines.

  • Manufacturing manufacturing businesses need to plan, manage and optimize operations with an eye on costs and timelines.

ERP software can help with this by providing flexibility to track inventory, accounts payable and receivable, production orders, and more.

3) Distribution distribution operations vary widely in size and scope, from small, single-location distributors to global organizations.

Distribution operations vary widely in size and scope, from small, single-location distributors to global organizations. Regardless of their size or location, distribution operations are a critical part of any company’s supply chain. For example, consider the company that produces a component for use in automotive transmissions; the component is produced at one facility and then shipped via truck to another facility where it is assembled into transmissions before being shipped again by truck to a third facility where they are installed on cars made by another manufacturer. The same component may be shipped around the world as part of different products throughout its life cycle.

At every stage of this supply chain there are opportunities for errors or delays if you’re not using an ERP system that can handle the unique challenges of distribution operations. To learn more about how we can help your organization streamline its sales processes and increase efficiency with our industry leading customer relationship management solution contact us today!

With ERP software customized for your specific needs and industries, you may be able to enjoy higher productivity, better reporting and streamlined processes across your organization.

ERP software is a business management software that can be customized to fit your needs. With ERP, you may be able to enjoy higher productivity, better reporting and streamlined processes across your organization.

The best part about ERP software is that you don’t have to build it from scratch! By combining an accounting system with the right parts of CRM, you can get all of the benefits of both systems without having to learn new programs or change your current workflows.

Learn about the different types of enterprise resource planning (ERP) software available.

As you research ERP software, you’ll discover that there are many different types of ERP software. Some of the most popular include:

  • Manufacturing Enterprise Resource Planning (MES)
  • Distribution Enterprise Resource Planning (DERP)
  • Finance and Accounting Enterprise Resource Planning (FAERP)

crm accounting and billing software

Customer Relationship Management applications are popular business tools because organizations are instantly able to visualize and organize their customer data in one place. By combining your CRM and accounting software, you can further maximize your business efficiency and productivity.

Is your company still using spreadsheets for accounting?Download 12 Reasons You Should Stop Using Spreadsheets for Financial Reporting

All of your customer information should be instantly available in your CRM software, and simultaneously using data taken from your accounting software.

Today, integration is essential. Combining CRM software and accounting software improves the service you provide, helps your employees do a great job, and helps your business be more profitable.

FinancialForce CRM accounting software is a comprehensive, all-inclusive financial application built natively on the Salesforce platform. The two applications form a complete, end-to-end CRM to accounting software solution all in the Salesforce environment.

This end-to-end CRM accounting software solution is the perfect business software platform for sales and service oriented companies seeking to not just grow, but to do so efficiently and profitably. Unlike software applications built from past technologies, this complete solution is designed for modern organizations that operate and compete as a team.

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Streamline, simplify, and automate your financial operations on the Salesforce platform. FinancialForce Financial Management gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place.

crm and accounting for small business

Simple customer relationship management (CRM) software can help the efficiency of your small business. Let’s see how.

The customer is key to business success

Small businesses can spend a lot of time and money focusing on sales and marketing to help acquire new customers. Yet the most successful small businesses do something else: they try hard to retain their existing customers.

That’s because it costs far more to find new customers than to keep ones you already have. Estimates vary, but you might spend anywhere between six and 20 times as much to sign up a new client as you’d spend keeping an existing one. So it makes good financial and business sense to manage the relationships you have with your customers.

CRM software has been around for years, helping businesses keep track of their interactions with clients and offering tips on improving contact. But software can’t help your business unless it’s used properly. Here we look at ways in which it can help your small business, with tips on what to do – and what to avoid.

What can CRM applications do?

This type of app basically acts like a customer and prospect database. They store all the details of your customers and keep track of (or record) your interactions with them. So the software is really only limited by what you choose to do with it. Here are some of the ways you can use an app like this for your business:

In short, simple CRM applications can help you get the most out of the clients you already have and help you sign up new ones. So once your small business reaches a certain size, it makes sense to use good software.

How to choose a CRM application

There are plenty of applications available, since this type of software has been on sale for over 20 years. It’s a mature market, but new entrants and new features are appearing all the time. Here are some points to look for when choosing this kind of software:

The right features

It might be tempting to go for the largest, most comprehensive software available. But what suits a multinational corporation probably won’t suit a small business. Do your research and see what other small businesses are buying. Get the features you need for now and in the future. But don’t overwhelm your staff with too much complexity.

Competitive pricing

Any advantage offered by the CRM software will be wiped out if it’s costing you more than it brings in. Use good quality accounting software to make a few forecasts about how much revenue you might gain. Then shop around.


Let’s say you have six employees today. Next year you might have 60. Will your software grow with you? If so, how much will the extra users cost? See if the software can be scaled up to meet your needs. If not, check that your data can be exported in a useful format, so you can import it into a newer, more robust application at a later date.

Good support

Read the software provider’s forums. There will always be some negative feedback and that’s not necessarily a problem – it’s how it’s dealt with that matters. If an application provider can’t look after its own customers properly, that’s not a good advertisement for the software!

Cloud connectivity

Cloud-based applications are becoming increasingly popular, with good reason. Nobody wants to wait until they’re back in the office to update the results of client meetings and calls, or look up information. So choose software that has cloud connectivity built in.

Integrate with your other systems

CRM software is useful on its own but it becomes even more worthwhile if you tie it into other applications. For example:

Email and scheduling software

Most apps can be connected to popular email clients, making it easy to track and search messages to and from your customers, and arrange meetings.

Accounting software

With good quality accounting software you’ll be able to check the details of all your financial interactions with each client. You can then mine that data to see what sales generate the best revenue and profits. Seeing at a glance what your customers have ordered will let you suggest other products or services that they might like to buy from you.

Other cloud apps

The beauty of the cloud is that you don’t have to worry about tying applications together, since there are teams of technical people doing that for you behind the scenes. So check out the lists of partners and connected software for your chosen app, and make the most of the cloud.

Integration with other systems will save time and remove the need to enter data twice. That in turn will save money and give you useful information to help you deal with your customers.

For applications that integrate with CRM software – such as HubSpot and MailChimp – check out the Xero App Store.

Don’t let the data go stale

Any CRM system is only as good as the data it contains. The old computing mantra still applies: garbage in, garbage out. If you don’t keep your system up to date with the latest, most relevant information about your customers, then it stops being a useful tool.

Every time one of your employees contacts a client, the information from that meeting, call or email should go into your system. Contacts must be updated, phone numbers kept relevant, email addresses checked regularly and results of meetings logged.

Think of this system as a treasure trove of useful information that can be mined in all sorts of different ways. The more up-to-date the information, the more valuable it is to your small business.

Run regular reports

Make the most of your software by getting good, relevant and timely reports from it. Then you can use those reports to help improve the efficiency of your small business. Some useful reports to run include:

You can and should configure your software to send these reports automatically and frequently. The information they contain will help you manage your business more effectively.

Automate repeated processes

There’s no sense in doing the same thing over and over again if the software you have can do it for you. Automated alerts and other feedback can help streamline your business operations – and there’s usually no programming involved. Some uses for automation might include:

All good CRM systems have automation built in, and the good ones have a lot. Once set up properly, you’ll find these aspects of your business can be handled faster and with greater productivity than before.

Understand how the software fits your business

A simple CRM application can make your small business more efficient, but only if you use it in the right way. It’s an additional business tool, not a replacement for your sales force.

So make sure you choose your system wisely, integrate it carefully into your business, teach your staff to use it properly all the time and keep the information it contains up to date.

Then make use of its reporting features to drill down into your company’s data and use that information to make a difference to the way your business operates. Used properly and consistently, simple CRM for small business can give new customers reason to join you – and existing customers reason to stay.


Xero does not provide accounting, tax, business or legal advice. This guide has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business or before taking action in relation to any of the provided content.

best crm and erp software

When evaluating potential Customer Relationship Management systems or CRM software is there are many options in today’s marketplace. There are choices for small and midsize companies, larger companies, and they all have pros, cons, strengths, and weaknesses.

There are dozens, if not hundreds, of CRM systems ranging from small startup upstart types of vendors to well-established CRM vendors to ERP vendors that provide CRM capabilities. Navigating this terrain can be very difficult and overwhelming.

To help you navigate, we put together a top 10 list of CRM systems. Before we start, I want to be clear that this ranking is 100% independent and agonistic. No third-party or vendor paid or influenced this content in any way. At Third Stage, our only priority is finding the best system for our clients – doesn’t matter to us which software that is as long as it meets their needs.

There’s a lot of different criteria that goes into this ranking of the top 10 and so without further ado, we’ll jump right in and talk about the top 10 list.

10. HubSpot

HubSpot is a system that’s better known for its marketing automation capabilities, but it also has CRM capabilities. It allows you to track your sales pipeline, opportunities, assign probabilities, and track multiple tasks.

The beauty of HubSpot is even though it’s not a super robust or complex CRM system, it still has free options for users and it’s a way to hook you into the platform so that eventually you might use a marketing automation system which you then later end paying for.


The strength of the HubSpot CRM system, in addition to being free and simple to use, is that it can be great for any small business. If you’re looking for basic CRM capabilities, or you just want to try out a CRM system, HubSpot can be a great place to start.

One big advantage of this system is that it ties into marketing automation. If you have email marketing campaigns, social media, blog posts to your website, and landing pages, It will allow you to take those marketing automation processes and the leads that come in through these functionalities that then go straight into your pipeline.


The downside is if you’re a complex organization, HubSpot can be pretty limiting. You’re essentially getting a non-luxurious CRM solution for large business which might not help you achieve your business goals the way you want them.

For a lot of small and mid-sized companies that aren’t large and their sales teams, HubSpot can be a great place to start. With all that being said, that’s enough to land HubSpot in number 10 on our list.

9. Odoo CRM

Another great product for small and mid-sized companies is Odoo CRM. You may actually know Odoo better as an ERP solution if you have worked with it before. They provide broad capabilities that span inventory management, financials, manufacturing, and supply chain.

They also have a fairly strong CRM module as well. Odoo as you may know, is also an open-source ERP system, meaning that generally it’s going to be less expensive and it’s going to be more flexible.


A big advantage of Odoo is that you can change the code and you can modify the product. There’s a whole third-party ecosystem of apps that tie into Odoo. If we look at the CRM module, in particular, not only is it suited for small and midsize companies, but it’s very user-friendly. It does all the basic things that you need for a CRM system and it’s also a very modular product.

If you’re a small company or a growing company, you can start off with CRM and know that you can add modules of other capabilities that extend beyond CRM to build or grow into a broader ERP solution.


The downside of Odoo is it can be somewhat limiting in its capabilities. If you’re a midsize organization, a larger business, or a more complex sales organization – Odoo is probably going to be a bit limited. The rest of the products in our top 10 list (as you keep reading) can do more and they have more power if you’re a larger organization. With all that being considered, that’s enough to land Odoo at number nine on our list.

8. Sage CRM

An ERP provider that has strong CRM capabilities, is a product called Sage CRM. Sage is an ERP system that’s used by a lot of midsize companies and some smaller organizations as well. This CRM system is a bit more robust than some of the others we’ve talked about so far. It can do a bit more in terms of forecasting and planning and It can do some marketing automation for customer service.

If your customer intensive organization and you have a high-touch customer service function, Sage CRM can help support through sales and provide the initial sales automation. It can also offer ongoing support and customer service.

Sage allows you to handle quotes, proposals, and orders. The best part is that provides integration to other third-party systems as well. Which is a big advantage if you are looking for something like that.


Even if you’re not using Sage ERP, and you have a different back-office ERP system or might at some point in the future. Sage CRM has pretty open integration capabilities with those third-party systems.

Another thing worth noting about Sage is that you can deploy it on-premise or in the cloud. It’s one of the few vendors that are still giving you the option of deploying on-premise. You are going to want that flexibility in the end.


The one downside of Sage is that if you’re a larger organization, and you require more robust capabilities, Sage may not be the best fit. But for most midsize organizations, it’s enough to land stage number eight on our list.

7. Sugar CRM

Sugar CRM is a product that’s been around for a long time. It is very specialized in CRM capabilities. It can handle a lot of robust needs and a lot of complex capabilities that sales organizations may have.

This system is used heavily by financial services firms, companies that do wealth management, and also staffing and recruiting. Those are some of the industries that find the most benefit from Sugar CRM and one of the unique aspects of Sugar is that it has specific capabilities that are unique.

Let’s take staffing and recruiting, for example, it allows you to not only track your sales opportunities and potential clients that you might be pursuing, but it also allows you to track candidates that you may be interviewing and having in your candidate pipeline. That’s a sort of unique functionality for a specific industry that Sugar has owned within the industry.


They have similar capabilities and specific industry processes that they support within financial services and other areas as well. If you’re looking for a very targeted sort of solution that can do things that are specific to your industry, Sugar CRM is one that’s worth checking out. They are a product much like Sage that can be deployed either on-premise or in the cloud.

One other strength we’ll point out is that it can also handle customer service.

If you’re looking for more of a customer experience type of capability beyond the initial sale, Sugar CRM ultimately has some great options. With all that being said, that’s enough to land Sugar at number seven on our list.


Coming in at number six is SAP CRM. This is the first entry into our top 10 list that really focuses on CRM capabilities for larger organizations, and loftier sales teams. If you’re an organization that has a big or complex sales cycle, this product can be great for managing territories, commissions, and sales plans. It has competencies that will track marketing and customer service, as well as contracts and billing.


This CRM is a fully integrated suite of capabilities that focuses not just on managing the sales in the pipeline, but also on handling the salesforce, sales team, and all the aspects that go along with that. Along that line, it does well with customer service and marketing, more of a true customer experience type of product versus a pure CRM type of solution.

One thing to note is that many of these systems are migrating from a sales automation tool to more of an overall customer experience type of tool. That’s what you see and that’s what you get with SAP CRM.


The downside of SAP CRM is it can be overkill for a lot of organizations. Unless you’re a big organization with a complex global sales team, SAP CRM is probably going too much for you.

In those cases, you may want to look at some of the other options in our top 10 list that are more focused for the small and mid-market. Nonetheless, for those larger global organizations that need more robust support, SAP CRM can be a great option.

5. Oracle CRM

Next on the list is Oracle CRM. This system is part of Oracle’s overall customer experience, module, and capability. They are one of the vendors much like SAP that is really investing in the overall customer experience and looking at how their product can enhance and optimize all the different touchpoints that a customer may have with your organization. Now much like SAP, Oracle CRM can also handle territories, commissioned sales plans, forecasting, and other sales management capabilities.


One of the things that are unique to Oracle and is considered a benefit is something called configure price quote or CPU capability. If you’re an engineering type of organization, or you manufacture products that are made to order, the CPU module will allow you to feed your sales staff with the availability of different parts and products that might go into an end solution.

Oracle CRM can also look for signals in your pipeline. What do I mean by that? Well, it can look for behavioral signals of what your prospects are doing that might trigger a need to reach out to them. They use artificial intelligence and machine learning to identify patterns or signals that might trigger some sort of outreach from your sales staff.


Now, Oracle is a flexible product, but the downside of being flexible is that if you’re looking for standardization, or you really want to tighten up your sales operations – go for something a little bit more common or standardized. A product like SAP is probably going to be stronger and some of the other products in our top 10 list might be more effective in terms of enforcing standardization.

Ultimately, if you’re looking for something that’s flexible that can tie into a broader ERP system that Oracle provides, then the capabilities Oracle CRM is one of you might consider. That’s enough to land Oracle at number five on our list.

4. NetSuite CRM

Coming in number four is NetSuite CRM. You may know NetSuite which is also provided by Oracle as a small and mid-size market ERP system. They have a dynamic CRM module within that ERP capability and it’s something you can purchase on its own as a standalone product.

The benefit of NetSuite CRM and the reason it rates so high in our ranking is because a lot of small and mid-sized companies find that the CRM capabilities are very strong because they also have ERP capabilities.


A unique aspect of NetSuite CRM products is that if you’re the type of organization that not only sells to customers but perhaps you forge partnerships with other firms, then that might work best for you. You are essentially referring to your business so that it can sell and deliver your product or service. It has a specialized functionality that allows you to track those sorts of partnerships and the partner management function.

That’s something that gives NetSuite an advantage and something that’s worth considering especially if you’re a smaller and mid-market company. You’ll want to consider this product even if you’re a larger organization because the needs of a large organization are so complex. At the end of the day, NetSuite can be a great option for you and that’s enough to land NetSuite at number four on our list.

3. Salesforce

Salesforce has been around for about 20 years and they were one of those first best of breed systems. That went after the vulnerabilities of ERP systems and one of those weak points historically was CRM. When Salesforce started, they weren’t trying to be everything to everyone, they were just trying to build CRM capabilities better than the leading ERP vendors could.

Since then, ERP vendors and other CRM, upstarts have sort of caught up and created capabilities that are on par, but Salesforce still has a head start.


They’re the first native cloud CRM solution out there other than NetSuite, which is also a native cloud solution on both the ERP and CRM sides. This cloud solution combined with its depth of capability within the sales automation side of things is given Salesforce a really strong foundation to build on. Now, over time, Salesforce has also created a third-party ecosystem of applications that can extend and enhance the functionality.

Salesforce is a pretty complex product; it can do a lot of different things. Many of the functions I’ve mentioned throughout this blog that other CRM systems can do and more. It’s somewhat difficult to maintain and integrate all these different moving parts, especially if you start getting third-party applications.

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