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What is InoLink?

InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM. This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms. Key features include: • Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information. • Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks. • Accounting History: Allows users to explore transaction history directly within Dynamics CRM. • Account Balances: Provides insights into customer open balances along with aging information in the CRM. • Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365. • Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices. • Security: Ensures controlled access to accounting data through security roles and field-level security measures. As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.

What is Commercient SYNC?

CommercientSYNC transcends the typical expectations of a data integration tool by streamlining the integration process without the reliance on external toolkits. By participating in our Fast Track program, you can expect to have our core SYNC operational within just 24 hours post-installation, effectively linking your ERP and CRM systems. This application facilitates the synchronization of essential business documents such as sales orders, invoices, payment records, and accounts. The installation of Commercient's SYNC app is remarkably straightforward, requiring no coding, mapping, or server management. Simply download the software, and you'll gain effortless access to your customer and sales information anytime and anywhere. Additionally, CommercientSYNC offers flexibility in configuring the synchronization frequency to suit your business's demands, whether that be daily, hourly, or in real-time. Our SYNC system can be tailored to align with your company's unique requirements, accommodating various software types, including accounting, ERP, and CRM systems, used to manage your operations seamlessly. This adaptability ensures that you can maintain an efficient and effective workflow across all departments.

Media

Media

Integrations Supported

Microsoft Dynamics 365
QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$7.00/month/user

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Company Facts

Organization Name

Commercient

Date Founded

2000

Company Location

United States

Company Website

www.commercient.com

Categories and Features

Integration

Dashboard
Web Services

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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