DrivenCRM for Intuit QuickBooks
For over 20 years, KnowTia has been creating small business CRM software with complete business automation in-mind. Our latest version (based on our own Imprezian360 platform) is a fresh, new version utilizing the latest web technologies.
Manage your complete customer life-cycle
DrivenCRM is like having 7 apps integrated into a single suite. Is it time to ditch all those add-ons that never quite worked well together? Yes! Save time and money with software that was designed to work for you out of the box, DrivenCRM for Intuit QuickBooks.
Marketing
- Manage Campaigns
- Bulk EMail Transmit
- Kickback/Success tracking
- Template Design/Mail-Merge
- Profitability Tracing
Sales
- Segmented Lead Management
- Follow-Ups, Calls & CRM
- Rich Proposal Generator
- Order Processing & Payments
- Progress Invoicing for QuickBooks
Purchasing
- PO's from Sales-Orders
- Vendor Management
- Expense Tracking
- True-Costing Feature
- Time and Materials
Inventory
- Serialized Part Tracking
- Real-time Stock Levels
- Low Stock Alerts
- Barcode shipping & receiving
- Warehouse mobile
Service
- Work-Order Management
- Service Contracts & Warranties
- Time and Material Tracking
- Linked Serialized Products
- Invoicing & Electronic Signatures
Automation
- Pre-built popular integrations
- Bidirectional E-Commerce
- Over 6000 options via Zapier
- Rich API functionality
CRM Training & Help
Our software training videos are designed to empower you with the knowledge and skills you need to excel in today’s fast-paced digital landscape.
In addition to our training videos, we provide a curated collection of help files for immediate reference. These files are meticulously organized and linked directly from our platform, offering quick solutions to common questions and challenges. Whether you need step-by-step instructions, troubleshooting tips, or feature explanations, our help files are your go-to resource. Combine the depth of video learning with the precision of written guidance to maximize your productivity and confidence with DrivenCRM.
CRM Dashboards
For both first-time CRM users and established customers, this helpful video expands on the help file documentation.
Learn the more efficient and best practices to managing your CRM dashboards.
Bulk Marketing
This tutorials outlines the CRM marketing campaign system, including the creation of bulk email marketing campaigns (using SendGrid) and promotional pricing.
Reporting
A complete guide to DrivenCRM Reporting, including report creation, dashboard management, automated reports and charting.
Sales-Lead Management
A guide for how sales professionals can get the most out of DrivenCRM. Including dashboards, marketing campaigns, sales-lead importing and management, proposal generation and pipeline tracking.
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