CarryTheOne Accounting Integrations (e-conomic, FreshBooks, KashFlow, Xero)
Does your organization spend hours every month creating invoices manually for opportunities? There is a better way: With CarryTheOne's connector your opportunities, including customer information, are imported automatically into your accounting application, saving your organisation time for more productive tasks. Once up and running, your opportunities will be imported almost instantly when they reach your desired trigger stage (e.g. ‘Closed Won’). Selection of Features • Import process runs automatically • Invoices are intelligently matched to existing customer records; if no record is found, a new customer record is created on-the-fly. •Option to define payment methods (using a custom field) for different invoice handling depending on the method used • Automatically match items ordered with items in your accounting application (where supported) and create items where necessary • Automatically generates credit notes for opportunities (optional and configurable) • Worldwide tax support including Sales Tax, US State Tax, VAT, GST, PST and HST • Multiple options to handle tax • Multiple currency support For a full list of features please see our website.
Top keywords
- automatically4×2.42%
- opportunities4×2.42%
- tax4×2.42%
- customer3×1.82%
- items3×1.82%
- accounting2×1.21%
- accounting application2×1.21%
- application2×1.21%
- imported2×1.21%
- including2×1.21%
- invoices2×1.21%
- multiple2×1.21%
Sugati Travel CRM for Tour Operators & Travel Agents-Build Beautiful Itineraries
Sugati will manage all of your business processes, from handling enquiries and building itineraries, to taking payments and managing suppliers. BESPOKE: We work closely with you to create a product tailored to your individual needs. Customisable and easy to use, Sugati will deliver the majority of service requirements for most travel companies, with the option to add bespoke features and integrations. TOUR FUNCTIONALITY: Manage your tours end to end on Sugati: Building Tours, Monitoring Cost, Offering discount and many more features. SUPPORT: We train our clients to use Sugati and the Salesforce platform to ensure you get the most out of the product. Our ongoing customer service commitment means you will always be updated with latest developments and any technical queries or issues will be resolved quickly and effectively. INTEGRATIONS: Sugati integrates with: Digital marketing tools Mailchimp, Salesforce Pardot and Salesforce Marketing Cloud Payment gateways Stripe, Paypal, Sagepay, Checkout, Recurly Exchange rate XE Google Maps and Streetmaps Global Distribution Systems Multicom and Amadeus FlyWire, TrustPayment, EcommPay, Stripe, Checkout Holiday travel app Vamoos, Axus
Top keywords
- sugati5×2.89%
- salesforce3×1.73%
- bespoke2×1.16%
- building2×1.16%
- checkout2×1.16%
- end2×1.16%
- integrations2×1.16%
- marketing
