Connect

Connect Your Business

Bring people, processes, and data together to manage your business end to end.

Bring your systems and processes together


Unify your business from finance and operations to sales and marketing with a comprehensive and modern solution. Easily integrate to applications like payroll, banking apps, or custom APIs.

 

Get the same consistent and secure experience whether on a desktop, laptop, tablet or phone. Access customer information, create sales orders, review and approve quotes and purchase orders—wherever business takes you.

Streamline quote to cash, all within Office 365


Shorten the time from quote to cash when you can set up customers or vendors, create quotes, process orders, and submit invoices without leaving Outlook. Send your invoices as PDF attachments that include a PayPal link to expedite payments.

Use familiar Office 365 tools to work together and connect with colleagues and customers. Create professional-looking business documents using customizable Microsoft Word templates. Easily export and update data in Microsoft Excel.

Automate and secure your processes


Improve productivity and get more done with easy-to-create workflows, audit trails, and enterprise-level security.

 

 

Connect workflows across sales and accounting to automatically track cash flow. Secure purchasing, credit authorization, and vendor payment processes with pre-defined alerts and approval workflows.block. Click the edit button to change this text.