Activity Tracking for Leads, Customers and Vendors

The Activities App keeps a full record of all your interactions with your customers, vendors, leads and more. An activity logs an interaction like a phone call, email or in-person meeting to create an accurate, detailed history of your business relationship. By keeping track of your activities in a Customer Relationship Manager that syncs with QuickBooks, you and your team get a single view of each customer, from interactions to QuickBooks transactions, all in one centralized place.

Why should I track interactions with the Activities App?

  • Maintain a Proper Activity History Your Entire Team Can Access

    Stop using Notes and To-Do’s in QuickBooks. Keep track of every interaction, like phone calls, emails, appointments, and services performed, in the Activities App so your entire team sees up-to-date history.
  • Set Reminders and Follow-ups For Yourself and Your Team Members

    Assign follow-ups and schedule meetings for you and your team members. When you create an Activity, it gets added to your Shared Calendar, so even when you assign tasks to others, nothing gets forgotten.
  • Track Relationships from Lead to Repeat and Everything in Between

    The Activities App allows you to create an activity and link it to an Opportunity. This allows you to track your relationship with leads all the way through the sales funnel.

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