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QuickBooks CRMs are software that connect with users' QuickBooks accounts via native or third-party integration, helping them manage leads, send client invoices, and track revenues directly within their CRM. The top QuickBooks CRMs offer the ability to create and send invoices, build accounting workflows, and follow up on past-due payments. To help narrow your options, we’ve compiled a list of the best QuickBooks CRMs and what each does best.
Here are the six best CRMs for QuickBooks integration:
In our evaluation of the best CRM solutions with QuickBooks integrations, we first divided our analysis into six key categories containing relevant subcriteria. Then, we scored all options on each subcriteria, determining a winner for each category as well as the overall best QuickBooks CRM. Finally, we used our evaluations to determine an overall use case for each software.
We placed the most emphasis on native or third-party QuickBooks integrations, followed by ease of use to ensure the integration and the software are simple enough for the entire team to use. Pricing and core features came next, followed by each CRM's level of customization as well as our overall expert score.
This covers the level of integration with QuickBooks, including support for accounting, payments and invoices, and real-time data syncing.
How accessible is the software? Is it usable by novices, or does it require hands-on training? Is it similar to other software packages used by salespeople, or does it present a new and unfamiliar format?
We evaluated the per-user cost of each platform, also taking into consideration any free versions or trials offered.
This category represents the most common features seen in modern CRM solutions, such as lead and opportunity management, app integration, and forecasting.
This covers whether users can customize reports, dashboards, online forms, and/or other elements to tailor the software to their needs.
We've used a combination of our personal opinion alongside trustworthy user reviews from around the web to formulate the expert score for each entry.
Note: All per-user prices are with a one-year commitment unless noted.
While all of our options earned a range of scores across all of our evaluation criteria, Freshsales scored highest overall for a QuickBooks CRM, also taking first place in the core features and expert score categories. Keep reading to see a breakdown of each option's pricing, features, and more.
Offers affordable communication and AI tools that are even more useful when paired with QuickBooks.
Freshsales is a top sales CRM offering free QuickBooks integration via its app marketplace. After integrating, track sales history, receive instant payment notifications, and easily search invoices without ever leaving the Freshsales platform. The free tier offers a built-in phone to follow up on late payments via calls, and you can upgrade to any paid tier to use other messaging channels like SMS and iMessage and automate your accounting workflows with its Freddy AI tool.
Freshsales is a great operational CRM for those looking for advanced accounting integrations at an affordable price, but you can't generate and send QuickBooks invoices directly in the platform. If this is important to you, check out Zoho CRM.
Provides native billing, invoicing, and workflow automations, plus additional workflows through integration with QuickBooks.
Zoho CRM is a sales and marketing CRM that includes the QuickBooks app in its marketplace. Connecting QuickBooks adds to the native billing features (e.g., quote creation, inventory tracking) in Zoho's Professional tier. The free plan even offers workflow rules, and integration with QuickBooks provides more workflows like if/then branches to generate quotes and invoices based on certain actions, plus schedules to follow up on payments after a certain period of time.
Zoho's powerful features and integrations make it a great CRM for marketing to, nurturing, and invoicing clients, but some users find its UI tough to navigate. For a simple-to-use sales and marketing CRM that lets you build QuickBooks invoices within the platform, try HubSpot CRM.
Provides users with free sales, marketing, and service features plus premium upgrades and easy integration with QuickBooks.
HubSpot CRM is a sales and marketing CRM that offers a robust free option and marketplace QuickBooks integration to seamlessly process and allocate payments. With the integration, you can create new invoices or add existing invoices to contact records. You can also build workflows that trigger certain tasks, like sending payment-related messages to your team and customers. Start with the free plan, then upgrade as you grow and need more sales tools.
HubSpot's free plan is strong, but small teams that upgrade might end up paying for users they don't need. If you work alone or in a small team and expect to upgrade eventually, consider Freshsales, or Zoho CRM if you need to use marketing features and create invoices in the CRM.
Sales Cloud tier that provides access to all of the reporting and dashboards features of more expensive tiers.
Salesforce Essentials is a CRM with advanced reporting and communication tools and Zapier integration with QuickBooks. Since Essentials offers the same reporting features as higher Sales Cloud tiers, users can set up custom reports and dashboards to show key info from QuickBooks: total accounts receivable, number of past due invoices, payment types, and more. Upgrade for additional advanced features and to integrate via Salesforce Connector rather than Zapier.
If you need powerful sales tools beyond custom reporting and communication features but you want to keep your monthly cost low, consider Freshsales instead, which offers a wider range of advanced sales tools plus solid QuickBooks integration.
QuickBooks-specific platform with solid CRM functionality and time tracking tools for invoicing.
Method:CRM is a sales platform offering native integration with QuickBooks Online and Desktop and two-way sync between the software. It's a great option for businesses needing time tracking capabilities — users can track billable hours or another metric on desktop or mobile and attach that time to a job, project, or customer. Preset workflows will then notify the right users to approve the time and sync it with QuickBooks so it appears on a client's next invoice.
Method:CRM's native integrations make it a solid tool for QuickBooks users, but reviews indicate that it's not always easy to set up and use. If ease of use is a priority to you and your team, learn more about Freshsales or HubSpot CRM.
Has QuickBooks built in for easy setup, which works well with Insightly's project management tools.
Insightly is a CRM that's heavily focused on sales and project management and provides built-in integration with QuickBooks. After closing a deal and converting it into a project, you can connect your new customer's associated contact or organization record to QuickBooks to keep all info in one place. Then, when you click into the project, it'll display invoices, payments, and estimates linked to that record so you can manage your project tasks and payment history.
While Insightly is a good tool for project management and sales, it can also seem more rigid and clunkier than several other CRMs on our list. For a sales CRM with project management features, QuickBooks integration, and an attractive interface, try Freshsales.
QuickBooks has remained one of the major players in the field of digital accounting for decades. If you’re already familiar with the platform or you simply want to use an operational CRM software that integrates well with one of the most trustworthy names in the industry, there are plenty of opportunities available. Check out the top options on our list, then try out the one that fits your needs and budget.
JR Johnivan is a contributing writer for Selling Signals and a self-identifying tech nerd with a background in programming and hardware. He uses his understanding of tech to help people make SaaS- and software-related decisions through comparative guides. For Selling Signals, JR writes about CRMs and related software to help readers choose the best option for their business.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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