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Importing Clients & Integration |
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Importing Clients |
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Clear Biz can get you up and running quickly by importing all of your clients' government,
business and personal information from many different software packages into Clear Biz. |
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Import Business Clients Into Client Track From: |
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Integration |
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Integration with other critical software packages is a key component of running an efficient
office management system where you can enter your data once and the information will be
accurately filtered to other software packages. |
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Invoicing and AR to Quickbooks |
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Clear Biz allows you to transfer your invoice and AR information into Quickbooks so you can
avoid entering information twice. Clear Biz truly brings extra value by becoming a bridge software solution by allowing you to import and synchronize your clients' information across several
different software packages. |
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Microsoft Outlook and your Smartphones |
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Clear Biz synchronizes with Microsoft Outlook and allows you to transfer your clients'
information, tasks and appointments back and forth to Microsoft Outlook. You can use Microsoft
Outlook to transfer your data to your smartphones like Blackberrys, Android devices & iPhone. |
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