Portal

This integration gives you access to industry product data that is pre-loaded to save you hours from entering in product data. Visit (portal.io) for complete details and pricing.

Instructions

D-Tools

Export your current product database to ProjX360 to save time entering your data.

Push your ProjX360 CRM Opportunity information to D-Tools to start building your project/proposal.

Projects - You can create your project/proposal entirely in D-Tools and export it to ProjX360 so you can track all of your project details from start to finish to ensure you are keeping within budget.

Instructions

QuickBooks Desktop/Online

Sync clients, products, invoices, purchase orders, proposals, suppliers, employees and timesheets to keep all of your accounting in one place.

If you would like to learn more about how ProjX360 can streamline your business schedule a demo.

Desktop Instructions

Online Instructions