New customer comms tool integrates with QuickBooks

Accounting

Weave, a customer communication platform for small businesses, has created an integration for QuickBooks Online to make its app an option for QBO business users.

Over the past year and a half, firms were called upon to help their clients bring their various businesses online (quickly) due to the COVID-19 pandemic. Customer communications tools have taken a more prominent role than ever before in keeping customers up-to-date on what businesses are doing and what services are available.

Some features of Weave in QBO include:

  • Data sync: Keep all customer contact info current in Weave with regular, automatic updates from your database; 
  • Birthday messages: Weave can automatically send out happy birthday wishes to customers.
  • Text preferences: Weave tracks which customers want text communications, only sending messages to those who have opted in; and,
  • Email marketing: Notify customers of offers, promotions, and critical updates. This feature comes with a library of pre-written email templates.

QuickBooks Online users can now use automated data syncing between the platforms that keeps Weave contact lists up-to-date based on changes made in QuickBooks Online customer accounts.

“Integrating Weave’s services with QuickBooks Online brings efficiency and value to millions of QuickBooks’ small business customers, expanding the impact our all-in-one customer communications and engagement platform can have on the small business owners who are the backbone of our economy,” said Weave CEO Roy Banks in a statement.

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