Ooma, Inc., a smart communications platform for businesses and consumers, announced the integration of its Ooma Office business phone service with Intuit QuickBooks, a leading global financial technology platform.
By integrating QuickBooks with the Ooma Office desktop app, inbound and outbound calls instantly present customer information from QuickBooks Online – such as customer or vendor name, most recent invoice, outstanding balance, past due amounts and notes – in a Caller ID Pop. This empowers employees to deliver exceptional customer service by having personalized information at their fingertips when interacting over the phone.
Employees can also update customer notes directly in the Caller ID Pop and open the customer record in QuickBooks with just one click.
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Ooma Office, available in the United States and Canada, is a leading cloud-based phone and unified communications service offering more than 90 features curated to meet the needs of businesses of various sizes. Designed for easy installation, use and management, with no technical skills required, Ooma Office delivers powerful capabilities that include virtual receptionists, ring groups, text messaging, videoconferencing, call recording, call queuing and more.
The integration with QuickBooks was built through the Intuit Developer platform, which enables developers to integrate with QuickBooks financial and transactional data. The platform also offers unparalleled reach to small businesses through the QuickBooks app store, where millions of QuickBooks Online users can find, try and buy apps that meet their needs.
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“This integration a high priority for Ooma because we recognize QuickBooks is the leading choice for small and mid-sized businesses when it comes to managing business finances,” said Dennis Peng, senior vice president of product management at Ooma. “Bringing QuickBooks customer data into a Caller ID Pop, along with our extensive phone and unified communications features, enable QuickBooks users to deliver a better customer and employee experience.”
The Ooma Office integration with QuickBooks is available now in the United States and Canada and is included at no extra cost in the Ooma Office Pro Plus service plan.