Why use Tall Emu CRM and Infusion together?
Our Infusion Accounting Link lets you sync CRM with your Infusion system, to allow customer, invoice, payment and other important accounts data to be shared.
Customers created inside CRM can be automatically created in Infusion, have an invoice created and copied to Infusion, then charge the credit card and post the payment details to Infusion too.
Infusion Accounting Link plugs into Tall Emu CRM’s workflow module giving you extremely flexible control of how CRM interacts with Infusion.
Infusion information can be used as the basis for campaigns or promotions. eg: a list of customers who’ve bought more than $200,000 worth of products from you in the last year, but nothing in the last month.
Customer details and key financial information.
Accounting Link allows the transfer contacts and key financial information such as sales summaries and account balances into the Tall Emu CRM system. You can also copy companies and contacts from Tall Emu CRM into Infusion. This way the information kept in your CRM and Infusion is kept in-sync automatically.
Once information is transferred into Tall Emu CRM, it becomes available to all users even if they normally they don’t have access to the accounting system. An example of this would be where members of the sales team using Tall Emu CRM can view customer account balances without requiring them to log into Infusion.