Monthly Professional Integration Subscription for the BridgeAI - eCommerce Bundle (eCommerce, CRM, Accounting, Google Drive).
Description: Pickup eCommerce order details and customer information and automatically prepopulate in the following systems includes the integration and hosting. The Professional version of BridgeAI includes Change Management which will monitor the order details and automatically update the CRM, QuickBooks, and Google Drive setting tasks and updating the invoice
QuickBooks Online:
Create Invoice automatically
Creates customer record and links to invoice automatically
Applies payments automatically automatically
Writes line items in invoice of what was purchased
Create copy of order details as attachment -
CRM:
Create customer record
Create Project & Link to customer
Set project workflow status based on your business rules
Attach file to project with order details -
Google Drive:
Write a copy of order details to your business Google Drive which is then accessible and sharable as you need to for your business. Provides an independent cloud backup of your orders for archiving and recovery uses as well.
Note: Monthly subscriptions fees for the eCommerce, CRM, QuickBooks, and Google Drive will vary depending on your subscription needs. All pricing for those applications are based on the basic subscriptions offered by those software platforms and will go up base don your specific business needs, subscribers needed, etc. .