Our Search CRM for People feature is available with the following supported Integrations: ConnectWise, Autotask, Kaseya BMS, Salesforce, Highrise, HubSpot, Zoho, Infusionsoft, Base CRM, Agile CRM, Nutshell CRM, Pipedrive, and QuickBooks Online.
By default, as you enter a customer's contact information in Quoter, it searches the People records to find a match. The Search CRM for People feature allows this functionality to extend to your CRM simply by selecting your CRM.
Please note: Quoter will search both the contact and company for an address. The priority, however, is on the contact. If there's no address associated with the contact, the address associated with the company will be used.
When on the Quote Create screen, click on Quoter right below the Prepared For heading as shown in the screenshot below:
This will display a dropdown where you can select the appropriate CRM as per the example below:
Once selected you can begin entering your customer's information which will automatically search your CRM for the matching record(s) shown in the screenshot below: