B2B & Rep Portal and CRM for QuickBooks - Crik-IT

Anywhere Access to CRM, Inventory Info, Order Entry, Sales Reports and More
(22 reviews)
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Description

With Crik-IT CRM and portal, sales reps and customers can access current sales reports, dashboards, inventory, order and invoice info, and can enter orders themselves! Available for QuickBooks Desktop and Online.

Is this CRM & Portal app for you?

Yep, it is… if you:
Are a manufacturer or distributor
Have sales reps and / or a reseller channel
Want to give your sales team and channel CRM & other tools they need to better sell and service your stuff
Handle warranty claims (or not! 50% of our subscribers don’t so warranty is an optional feature)

Have Questions?
Chat with us!
We want to make sure we’re a good fit for your business.

Sales Reports – Current, Meaningful, Easy to Understand

3 year over year comparisons
Monthly comparison for past 3 years
By SKU, by Customer, by Rep or by Product Line
Actual versus Forecast
Sales forecasts by Unit and / or by Dollar Volume
Dealer visit goals and reporting
Graphical dashboards for sales executives and for reps

CRM & Other Rep Tools for Targeted Channel Management

Anytime, anywhere access to…
Sales reports by territory or customer, with trends and actual vs forecast
Invoice history
Order entry
CRM and Contact notes
Leads & Opportunities
Graphical snapshot of territory & customer performance
Armed with CRM & other portal tools, your reps provide better direction to their customers, resulting in more sales for you.

B2B Customer Tools – The easier you make it for your customers to do business with you, the more business you’ll do!

With Crik-IT your customers can:
Check your inventory availability (optional… this can be hidden)
Enter an order quickly & easily (even handles standard orders)
Reprint an invoice
See if a replacement part is being sent for a warranty claim
Access documents you put into your Crik-IT library
Update their own QuickBooks inventory info when you change prices

Tools for your staff

Anytime, anywhere access to…
Customer info & CRM tools
Sales Reports
Transaction history
Inventory status
Library management
Announcement updates
And a whole lot more!

Lots of other stuff too…

Customers see product lines they’re authorized for
Automatic email alerts to customers, reps, & staff
Have accessory items? Crik-IT increases add-on sales and reduces ordering errors.
Library with items you add, categorized as you like, & limited to user types you choose.
Auto email customers new invoices or orders to up to 3 email addresses
Show announcements with links
Much more… try us out for 30-days free… it’s easy!

Information

DEVELOPER
Crik-IT LLC

LEGAL
Terms and Conditions
Privacy Policy

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FromLake Elsinore, CA
Yes, I recommend this app.
Great app, easy set up
PostedMay 2, 2014
Very nice app for a sales rep portal and a customer portal. Easy to setup, easy to use. Only complaint is the interface is not the most professional looking, some users may object to the non-professional fonts and color choices. Other than that, works as advertised.
+3points
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FromLos Angeles, California, USA
Yes, I recommend this app.
Crik-IT is the best QBD add-on out there!
PostedMay 21, 2017
Crik-IT makes everything easier... generating sales reports... getting individual customer information and being able to access information anytime and anywhere. I am so happy I finally started using Crik-IT!
+1point
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FromSan Diego, California, USA
Yes, I recommend this app.
Work Smarter with this app
PostedMarch 11, 2017
As an operations manager, one of my responsibilities is to ensure the ease of flow of processes. I have tried MULTIPLE different apps, resources, websites, etc. Not only was Crik-IT the best app, but so was its ease of customizing it to fit our needs, and the best part yet was the rep who helped me and continues to help me throughout our subscription. Her name is Stephanie Alleman- if youre lucky enough to get her to help you set up your system, consider yourself succeeded!!!!!! Thanks Steph for all your remarkable work
+1point
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FromGeorgia, USA
Yes, I recommend this app.
Increase Customer Satisfaction...
PostedDecember 21, 2016
It is pretty rare these days to find an add-on application that works well and does what it promises to do. Crik-IT does that and much more. We have definitely increased our ability to serve the needs of our customs by automating processes while we decreased our cost. This is a great product.
+1point
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FromOklahoma, USA
Yes, I recommend this app.
Excellent money and time saver
PostedOctober 28, 2016
Crik-IT has saved us a lot of time and money! Being able to access it from all internet devices, has helped us STOP the carbon copy nightmare!! Never a problem reaching customer service! Crik-IT is very flexible to any specific requirements!
+1point
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FromCalifornia, USA
Yes, I recommend this app.
Now this is what a app should be!
PostedAugust 19, 2015
I've tried a lot of apps but this one takes the cake. I can get information about my customers or enter orders anytime, even from my android phone. This app is much more easier to use than the other CRM systems I've used... way easier to use the that big one everyone thinks of for CRM. :) The tech support is great too... Usually getting a response within mins of asking a question. No regrets.
+1point
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FromNewport Beach, CA, USA
Yes, I recommend this app.
Crik-IT makes me so much more productive!
PostedAugust 19, 2015
Awesome reports. Automatic email reminders. Access to customer invoices. Easy, very easy, order entry. Just a great, easy to use tool! Works great on my tablet too!
+1point
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FromWilmington, NC
Yes, I recommend this app.
Easy to learn the ropes!
PostedJuly 15, 2015
I'm new to Crik-It, but have been surprised at how easily I learned to navigate. All of my orders have gone through quickly, and I'm learning to use it more often for a wider range of things.
+1point
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FromPalm Desert CA
Yes, I recommend this app.
Ease of mind
PostedApril 17, 2015
Great ppl to work with.
Simple and prompt.
Worked with a few of the big brand apps, but the ease and simplicity of Crik-It is far superior.
+2points
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Yes, I recommend this app.
user
PostedApril 14, 2015
It is very easy to use. I tought myself in one day!!!
+1point
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FromMiami, FL, USA
Yes, I recommend this app.
Crik-IT adds HUGE value to our business
PostedMarch 24, 2015
Crik-IT has given our customers the ability to enter orders themselves, saving our office tons and tons of time. Plus, with Crik-IT standard orders can be set up which makes order entry so easy. Crik-IT's customer service is awesome too. If you need your reps or customers to enter orders themselves, give Crik-IT a try. You won't be sorry.
+1point
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Yes, I recommend this app.
Great App
PostedFebruary 19, 2015
Stephanie than you for solving all of our small issues. Our Sales Reps are able to log on, get pricing and place orders. What a great app..
+1point
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FromCincinnati, OH, USA
Yes, I recommend this app.
Sales Reps love the ease! Everyone loves the support!!!
PostedFebruary 3, 2015
Everybody's happy with our new Crik-IT APP! It's EFFICIENT! Our Reps can easily use their smartphones or tablets to enter orders or check sales numbers and it's EASY, so they actually use it!
Crik -IT's customer service is superior, and they are always there to help you!!! We are thrilled to be Crik-IT users and HIGHLY RECOMMEND this APP! Five Stars from us!
+1point
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Yes, I recommend this app.
5 stars all the way!
PostedJanuary 30, 2015
We needed a way for our reps to access information and submit orders. We looked at QuickBooks Online but it doesn't have the inventory and sales order features we need, so we did a free trial of Crik-It. During the trial we had several conversations with Crik-It and they were able to configure Crik-It to meet our needs. It's everything we were looking for and the customer support is really top-notch. We're even rolling it out to our best customers!
+2points
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FromOklahoma City, OK, USA
Yes, I recommend this app.
PERFECT FOR OUTSIDE SALES
PostedOctober 27, 2014
Excellent for the Sales team. With this program, we are able to completely stop all handwritten tickets. Our salesman have immediate inventory and sales price knowledge.
The Administration with CRIK-IT are very helpful and best of all easy to get a hold of. (NO WAITING ON HOLD FOREVER!!!!)
+1point
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FromPhiladelphia, PA
Yes, I recommend this app.
Great App!
PostedSeptember 10, 2014
We've found that this app does everything we were looking for and it's integration with QB makes our sales process work so much better. As a B2B business there are a few features that QB's just doesn't give them to proper ways to support but other wise we love it! And the support team is incredible! You won't find a better supported product out there; quick, attentive, helpful AND there have even been times when they contact us about something they've seen!
Great product and would highly recommend.
+1point
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FromMelbourne, FL, USA
Yes, I recommend this app.
Great product and company to work with!
PostedJune 12, 2014
Before giving Crit-IT a try, I read all the reviews and everything they posted on their very informative web site. I then spoke with a company representative and installed the trial. After the first day I could see that this add-on would not only address the issues I had, but also make us a better, more customer focused, company. After four weeks of testing I can say that this product exceeds my expectations. What I didn’t expect is how customer focused the company is and how they anticipate your needs, answer your questions – sometimes before you even ask them - and how creative they are in addressing business needs that help you delight your internal, as well as, external customers. I guess you can tell that I think this is a wonderful product and company.
+1point
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FromCharlotte, NC
Yes, I recommend this app.
A MUST for any organization with Field Sales Reps!
PostedApril 22, 2014
Crik-it eases the ordering process for everyone involved! We've used other products in the past, and this one is the easiest to use, has the features that are necessary (nothing bulky and unimportant), and the accessibility for anyone (yes...even those lacking technology skills!). You won't find a better customer service person outside of Stephanie!
Trust me...Crik-it will help your bottom line!
+2points
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onMay 28, 2014
After this subscriber had been on Crik-IT for a while, we emailed them to see how everything is going. We immediately received this response:
"All is well and everyone LOVES Crik-IT. User rate is 100% compared to 30% for [the product they had been on before Crik-IT]."
Thanks for the great review and feedback!
+1point
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FromNH
Yes, I recommend this app.
Our customers LOVE Crik-IT!
PostedJuly 24, 2013
Crik-IT adds a whole new dimension to our business relationship with our customers! With it our customers have access to our inventory and their account 24/7- which is particularly helpful to them when our office is closed for the day & on weekends when we are not available to answer the phones. In addition to being able to view inventory/check stock, they also have access to their account- they can view invoices, account balances, product purchase history & open orders. They can place orders, submit warranty claims, keep track of display units, direct link to manufacturer websites for detailed product information-- they can even view a library of our recent announcement & sales/promos. Crik-IT provides them with the tools they need to be able to help their customers at any time. Crik-IT also has exceptional customer service- they are able to customize reports/screens to best suit our business needs. We would recommend Crik-IT to any business- EXCELLENT reviews all around!!
+3points
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FromGorham, Maine
Yes, I recommend this app.
I am a HUGE Fan of Crik-it
PostedJuly 22, 2013
Between the sales manager and myself, I believe we use this tool the most. For me, this tool is huge dealing with different time zones. This allows my customers to preview our inventory, pricing, tracking information immediatly, no lost sales for those who use it. For Bookkeepers, you have the abiltity to print copies of missing invoices, get invoices emailed not to just one email address but three!! I can print out reports with ease, export with no problems...and it just keeps getting better and better, Easier and Easier to use. Every phone call I am on, I bring up Crik-it and how everyone should be using it.
+3points
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Yes, I recommend this app.
crik-it is an awesome tool that we've been using for years!
PostedJuly 16, 2013
crik-it allows our customers and sales reps to access an incredible amount of information with such ease! greatly reduces incoming calls to our customer service department..we and our reps can get our hands on sales reports when we need them...our customers can file a warranty claim (plus photos!) any time and our technical department can process the claim right online....AND, contact notes allows our staff and reps to keep on top of what's happening with our customers! crik-it is an awesome tool that we've been using for years!
+4points
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FromNorth Idaho
Yes, I recommend this app.
Adding Crik-IT to QuickBooks is pure Synergy!
PostedJuly 12, 2013
For years, we have been trying to come up with a reporting solution that is built with the full consideration of the Sales Rep. While other solutions may be available, they always felt difficult to learn. Crik-IT's learning curve is pretty gentle, especially considering the level of support that is available for FREE (take a queue Intuit). All of our questions and inquiries have been acknowledged within minutes and solutions generally offered in very short order. I don't think we've ever waited more than 24 hours for a solution, including weekends! Support has also been very quick to offer customized solutions, when possible, to really fill our specific needs.
Bottom Line: If you're a small to medium business using independent sales reps, you need to give this a try.
+5points
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  • 2016-10-07 T18:35:50.783-05:00
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30 day risk free trial.
Packages start at just $29/month!

Plan Price Users Details
Customer Service Package $29/mo 1 Includes 1 in-house user.
Additional users can be added and other packages are available...
Click here for more info.

Yep, we're here to help. In fact, our users are astounded by our response times.
Contact us is by email: support@crik-it.com.
Or feel free to call us, if you prefer... we'd love to talk to you!

Support: (207) 956-0685
Online: http://www.crik-it-portal-for-quickbooks.com/feedback.htm

Check out the most frequently asked questions below:

It's easy! Depending on the size of your QuickBooks file, you can be up and running in as little as 15 minutes. And, if you have any problem, just call us or chat with us and we'll walk you through it!
QuickBooks Online... and QuickBooks Pro and Premier 2011 or newer. Enterprise 11 or newer.
Call us! We want to know what our users need. This is how we continue to make Crik-IT better and better... by listening to our users!
Crik-IT was born in 2007. We have thousands of users accessing Crik-IT on a daily basis. Tens of thousands of inventory queries, orders entered, warranty claims submitted, sales reports run, invoices printed, and more are done in Crik-IT each year. See www.crik-it-portal-for-quickbooks.com for more about how different users use Crik-IT.