If you have created a company in CallRail, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
In order to keep your accounting and customer records in sync, when you create a contact in CallRail, this automation will automatically create a contact in Exact Online.
This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with CallRail and Exact Online!
You Can Also Connect Exact Online or CallRail With 1400+ Other Apps
Exact Online
Exact Online offers comprehensive business software solutions, integrating accounting, CRM, and project management to streamline your operations. Optimize your business processes with Exact Online's all-in-one platform.
CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.