Automated Customer Invoices
Increase efficiency and productivity by reducing errors and saving time with tools to expedite invoicing
Handle all your accounting tasks in one place
All the tools needed to efficiently run your business
By communicating directly with additional platforms, an integrated accounting solution simplifies the process of collecting and distributing payments for call or web leads. Exporting reports or manually inputting lead data are no longer required with integrated accounting.
Books360, the accounting hub for the Phonexa marketing suite, works with LMS Sync and Call Logic to automate and streamline accounting tasks. Therefore, all leads that are purchased or sold in LMS SYNC or Call Logic are recorded in Books360 to give users a firm understanding of all lead activity. These leads are then attributed to specific invoices that are sent out to both buyers and sellers.
Books360 reduces manual work by using a completely integrated accounting system. Users on other systems must export data or reports from their lead tracking solutions and import them into their accounting platform. By automating this process, Books360 seamlessly imports your lead totals from LMS Sync or Call Logic into Books360 so that invoices can be sent out.
As part of the Phonexa marketing suite, Books360 comes with no extra cost. Users don’t need to pay additional fees to use Books360 to automate their payment processes and seamlessly integrate with solutions like LMS Sync and Call Logic.
By seamlessly integrating with Phonexa’s different solution platforms, Books360 provides value for those looking to streamline their bookkeeping and automate critical accounting processes. Businesses that utilise Phonexa’s multi-channel marketing suite can benefit from using Books360. Verticals that successfully use Books360 to integrate their bookkeeping and performance marketing include financial services, insurance, and home service businesses such as solar energy, home security, and pest control.
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