Winbooks is a well-known accounting solution used by businesses and accounting firms to manage bookkeeping, invoicing, and financial reporting. By integrating Winbooks with Tribe CRM via Chift, you connect sales and accounting in a single, reliable workflow — without manual data transfers.

When deals are closed in Tribe, customer and invoice data flows smoothly into Winbooks. This reduces administrative overhead, prevents errors, and ensures your financial records are always up to date. Your sales team works in Tribe, your finance team works in Winbooks, and Chift keeps everything perfectly in sync.

• Sync customers automatically between Tribe CRM and Winbooks via Chift
• Create invoices in Winbooks directly from closed deals in Tribe
• Keep customer and financial data aligned across CRM and accounting
• Reduce manual data entry and invoicing errors
• Improve visibility into invoicing status and cash flow