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CRM Update!
You can now create customizable templates for both email and SMS, making it easier than ever to send pre-built messages to your leads and clients. Streamline your communication and save time by using these templates for consistent and efficient outreach.
CRM Update!
You can now access an easy-view panel that pops up on the right-hand side, allowing you to quickly navigate without leaving your current page in the CRM. This feature enhances workflow efficiency by keeping important information at your fingertips while staying focused on your tasks.
Sales Update!
We're excited to announce our official direct integration with QuickBooks! This integration allows you to seamlessly send invoices and sales orders directly to QuickBooks, streamlining your financial management and saving you valuable time.
Streamlined Invoicing with Ambivo and QuickBooks Integration
The Ambivo to QuickBooks invoicing integration streamlines your sales process by automatically generating an invoice in QuickBooks when a sales deal is closed in Ambivo. This workflow can be fully customized using Ambivo's automation capabilities to trigger QuickBooks invoice generation at any point in the sales cycle.
This functionality is made possible by importing or associating Customers and Items in QuickBooks with Companies and Products in Ambivo. Specifically, a Customer in QuickBooks maps to a Company in Ambivo, and an Item in QuickBooks maps to a Product in Ambivo. When a sales order is generated in Ambivo, an invoice for the mapped customer and the corresponding line items are created.
Key Benefits:
The Ambivo to QuickBooks invoice integration simplifies your sales process by generating an invoice in QuickBooks when a deal is closed in Ambivo. You may customize this workflow using Ambivo's automation to trigger invoice generation at any sales cycle stage. This integration works by mapping Customers and Items in QuickBooks to Companies and Products in Ambivo. A "Customer" in QuickBooks maps to a "Company" in Ambivo, and an "Item" maps to a "Product". When a Sales Order is created in Ambivo, an invoice can be generated in Quickbooks for the mapped Customer and line items.
New Feature!
Ambivo’s App Builder is a powerful tool that puts the control in your hands, allowing you to create fully customizable apps that suit your unique business needs. The possibilities are limitless. Whether you want to build an HR app to manage your employee data, or design a custom app to replace manual inputs from your Google spreadsheets, Ambivo’s App Builder allows you to streamline processes exactly the way you envision
New Widget!
Introducing our latest widget that seamlessly integrates with your custom app! Now, collecting information through forms is easier than ever, as you can connect directly to your Ambivo app. Say goodbye to the hassle of Google Sheets and Forms—experience a more efficient way to manage your data!
CRM Update!
We’re excited to announce the launch of our new automation feature! You can now set up powerful automations that streamline your processes and enhance efficiency like never before.
