Question: Is there a platform that integrates with QuickBooks and other tools to manage customer information and service history?

If you're looking for a platform that integrates with QuickBooks and other tools to manage customer information and service history, Workiz could be a great option. It is a field service management and scheduling software that offers features like scheduling and dispatch, invoicing and payment processing, customer management, and integration with QuickBooks. It also includes a mobile app, automated tasks, and reporting and analytics. The platform is designed for businesses of any size and industry, providing a 7-day free trial to try before subscribing.

Another powerful tool is Dynamics 365, a suite of CRM and ERP applications that uses AI to link various business processes and data across an organization. It includes applications for sales, customer insights, customer service, field service, and supply chain management, among others. With its integration capabilities and customizable processes, Dynamics 365 can help streamline your business operations and improve customer experiences. A 30-day free trial is available, with pricing varying by application.

OLY.AI also offers a robust solution by integrating directly with QuickBooks Online for real-time data analysis and insights. It uses AI to provide immediate answers and reports through natural language queries and includes features like real-time charts and 24/7 customer support. This makes it an excellent choice for small to medium-sized businesses needing quick and actionable insights from their data.

Lastly, Salesforce is a comprehensive CRM platform that focuses on providing a 360-degree customer view and real-time personalized experiences. With features like Einstein AI, Data Cloud, and Tableau Pulse, it helps businesses modernize operations and improve customer satisfaction. Salesforce offers flexible pricing options and a free trial, making it a strong contender for managing customer information and service history effectively.