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Peachtree quote to ACT! opportunity

New Member
Posts: 1
Country: USA

Peachtree quote to ACT! opportunity

Hi All,

 

Using Peachtree for our accounting and sales process, we are in the process of selecting a CRM solution and I was wondering if someone could share his/her experience regarding ACT! and the link with Peachtree.

 

I saw that it's a free solution and can synchronize contacts between the two apps. I was wondering if it was possible to create opportunities in ACT! based on quotes generated within Peachtree (or vice versa: create quotes in Peachtree from an opportunity in ACT!).

 

If this is not possible, can quotes be imported into ACT! as opportunity or the other way around: opportunity imported into Peachtree as quotes?

 

In order to avoid data entry duplication, what would be the best practice using both software?

 

Thank you,

Yvan