CRM-etc. Podcast with Kathy Hahn | CRM | Ecommerce | Online Tools

CRM-etc. Podcast with Kathy Hahn | CRM | Ecommerce | Online Tools


025: Mavenlink Customization and List Integration with QuickBooks

July 24, 2014

In Part 2 of the interview by Kathy Hahn CTO Roger Neel describes Mavenlink customization and list integration with QuickBooks. He talks about the setup and mapping of names within the various lists, vendors, customers, employees, items, and jobs (projects). Recording of time and costs can be applied to projects for great task management processes and for job costing purposes.


Custom fields are a new feature and specific grouping processes sometimes referred to as project portfolio management are available. Reporting procedures with a total view of the project are an important feature within Mavenlink and they now also have a baseline feature with metrics to see how the projects have evolved over time.


Roger discusses pricing, billing, and support processes for Mavenlink.  Another development is the Mavenlink support for global integration with QuickBooks. To hear the details of the Mavenlink customization and list integration with QuickBooks interview, you can listen here:


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Listen to Part 1 of the interview by Kathy Hahn with Roger Neel of Mavenlink here