If you are using Moneybird, then you may want to also use GoHighLevel to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding contact will be created in GoHighLevel.
This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
If you use Moneybird to manage your sales invoice, you can also use GoHighLevel to create and manage task associated with those sales invoice. Creating a task in GoHighLevel will remind you of the important details related to the sales invoice, such as due dates and payment terms.
You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
With the growth of Moneybird, many companies are looking for ways to connect their Moneybird account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in GoHighLevel every time a contact is created in Moneybird.
This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
You Can Also Connect GoHighLevel (Legacy) or Moneybird With 1400+ Other Apps
GoHighLevel (Legacy)
GoHighLevel is a sales and marketing automation platform for agencies & marketers. Using artificial intelligence, it helps agencies and marketers to create sales ready leads, nurture them & convert them into customers.
Moneybird is the right solution for small businesses. It's cloud accounting software that offers an all-in-one dashboard for your business finances, so you can manage them in one place.