tulsagraphics
New Member
I use Gravity Forms on my website for customer registrations. This automatically transfers their contact info into Zoho CRM and Zoho Books, so I don't have to input anything manually. (this can be achieved with Gravity Forms addons or Zapier). I receive an email notification, an encrypted PDF of their submission, and even an autoresponder sent to the client to let them know their application is processing (I tailored it, so that it waits 5 to 10 minutes to send the responder, so it reads/appears like a human written email). I do the same thing for job inquiries where customers ask about a specific product and they receive an autoresponder with some of the details needed for a proper quote, including a link to an upload form that automatically uploads their files to my Dropbox account -- and, of course, that Dropbox folder syncs up with my RIP software so I can pull in / review artwork without having to download / transfer files / import manually. Really slick!Oh i've seen that app! it's quite neat.
Only thing with choosing an accounting platform is if it works with your industry, your workflow and other software and yes, your accountant.
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