Trusted B2B sales platform
CrikSales
The sales suite built for how B2B teams actually work
Give your customers and sales reps a true self-service portal that actually drives sales, and move seamlessly from leads to orders—without relying on spreadsheets. All with integrations that work natively with QuickBooks!
- 2-week free trial
- No credit card required to start
- Guided onboarding with CrikSales
One Platform
All The Features You Need To Super Charge Sales
- Lead management
- Lead to Customer Conversion
- Contact management
- Email Notifications
- Opportunities
- Estimates
- Documents
- Customer/B2B portal
- Mobile app
- Invoicing
- Payments
#1 QuickBooks Sales Integration
Give your customers a true self-service portal, equip your reps with tools that actually drive sales, and move seamlessly from leads to orders
QuickBooks Automation
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Frequently asked questions
CrikSales is a modernized version of CrikSales — faster, easier to use, and more feature-rich. It is built to make it easy for small businesses to scale their sales operations without the complexity of enterprise software.
CrikSales brings together B2B customer portal capabilities, sales portal and analytics for reps, lead management, and operational workflows so teams spend less time switching systems.
Yes — alignment for customers, items, quotes, orders, and more with QuickBooks Online and Desktop, backed by a team with deep QuickBooks experience.
Start a free trial or book a demo. We align on integrations, users, and which modules to enable first.
We integrate with Epicor, Sage MAS90, Sage Accpac 100, Sage Pro, MYOB AccountEdge, QuickBooks (Online, Pro, Premier, Enterprise), and custom-built systems. If your software can export data, CrikSales can be configured to work with it.
Absolutely. Your data is hosted on Microsoft Azure and HostDime infrastructure and protected by SSL encryption with server authentication. Only users you authorize can access your information.
For QuickBooks Online, you grant CrikSales permission to sync your data directly. Changes in QuickBooks appear in the portal within 5–30 minutes, and orders placed in CrikSales sync back to QuickBooks within 5 minutes during business hours. Other systems connect via our integration layer.
Yes. CrikSales is built to support customer-specific pricing, tiered pricelists, and channel-level pricing rules. Each customer sees only the pricing relevant to them when they log into the portal.