7 Best QuickBooks CRMs for Accounting Integrations

Read our independent editorial review on the best Quickbooks CRMs based on integrations and overall functionality, plus primary use-cases.

QuickBooks CRMs connect with the QuickBooks platform in many different ways, and they do so via both native integrations and third-party apps. For salespeople who already use QuickBooks, this makes it possible to manage leads, send client invoices, and track revenues within a system that you’re already familiar with. To help narrow the options, we’ve compiled a list of the top QuickBooks CRMs, including benefits and drawbacks.

Here are the top seven CRMs for QuickBooks integration and functionality:

  • Zoho CRM(Overall Winner) Best QuickBooks CRM option (free starting price).
  • Microsoft Dynamics 365: Best for Microsoft users ($65 starting price).
  • Freshsales: Best QuickBooks CRM with AI ($29 starting price).
  • Copper CRM: Best for customer activity tracking ($25 starting price).
  • HubSpot CRM: Best free QuickBooks CRM option (free starting price)
  • Salesforce CRM: Best solution with advanced features ($25 starting price).
  • Method:CRM: Best for customized workflows ($25 starting price).

How We Evaluated the Best QuickBooks CRMs

Most CRM solutions offer some type of integration with QuickBooks. Some provide native support while others achieve it through the help of third-party software. For this reason, we focused our evaluations on those with the most common CRM tools and the maximum amount of QuickBooks functionality — regardless of how they come together. We also evaluated pricing, customization options and ease-of-use, before assigning our expert score to each entry.

Evaluation Criteria

We divided our analysis into six categories, placing the most weight on QuickBooks functionality. Then, we scored all options on each of the categories, determining a winner for each category as well as the overall best QuickBooks CRM.

Integrations:
30%
Ease-of-Use:
20%
Pricing:
10%
Core Features:
15%
Customization:
10%
Expert Score:
15%

Note: All per-user prices are with a one-year contract unless noted.

While all of our options earned a range of scores across all of our evaluation criteria, we found that Zoho CRM scored highest overall for a Quickbooks CRM. Keep reading to see a breakdown of each option, including primary uses.

Zoho CRM: Best Overall QuickBooks CRM

Great overall CRM option that boasts core CRM features as well as a wealth of QuickBooks functionality.

Price Range: Free to $52 per user, per month (15-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-full Standard CRM Features star-fullstar-fullstar-fullstar-full QuickBooks Integration star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • Easy integration with QuickBooks
  • Affordable with a free version available
  • Reliable customer service

Cons:

  • Can have bugs and glitches
  • Hard for novices to customize
  • User interface could be better

Microsoft Dynamics 365: Best for Microsoft Office

Industry stalwart with robust features great for those who use QuickBooks and Microsoft Office products.

Price Range: $65 – $162 per user, per month (30-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full Standard CRM Features star-fullstar-fullstar-fullstar-full QuickBooks Integration star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • Subscription includes Microsoft apps
  • Offline and online functionality
  • High level of security

Cons:

  • Third-party software for integration
  • User interface hard to navigate
  • Bulk data entry is a hassle

Those who are already accustomed to Microsoft products might prefer a more familiar solution like Microsoft Dynamics 365. Complete with access to premium and web-based apps like Microsoft Word, Excel, Publisher, all of which are easily integrated with QuickBooks to add extra functionality. This is a great choice for those who want to maintain consistency and continue their relationship with one of the most trustworthy names in IT.

Microsoft Dynamics 365 Cost

  • Sales Professional: $65 per user, per month
  • Sales Enterprise: $95 per user, per month
  • Sales Premium: $135 per user, per month
  • Relationship Sales: $162 per user, per month

Microsoft Dynamics 365 Notable Features

  • View Information in One Place: By combining QuickBooks with Microsoft Dynamics, you can view the account information of all your customers in one place.
  • Microsoft Office Compatibility: Continue using the MS Office apps that are already compatible with QuickBooks, including Word, Excel, Outlook and more.
  • Additional Tools from Azure: Access cloud-based Microsoft tools, too, including OneDrive, SharePoint, Teams and Exchange.
  • Single Sync Point: A single subscription to Microsoft Dynamics 365 can be synced with multiple versions of QuickBooks.

Microsoft Dynamics 365 CRM Interface

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Freshsales: Best QuickBooks CRM with A.I.

Good CRM option with powerful A.I. capabilities as well as seamless QuickBooks integrations.

Price Range: Free to $69 per user, per month (21-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full Standard CRM Features star-fullstar-fullstar-fullstar-full QuickBooks Integration star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • User-friendly interface
  • Automatically onboard new leads
  • Freddie A.I. for automations

Cons:

  • Templates for email responses are limited
  • Lack of additional third-party integrations
  • API support needs improvement

As many see next-gen AI as a primary force in the future of sales, Freshsales is ahead of the game with their Freddy AI platform. Specifically designed with sales and marketing teams in mind, it provides a highly collaborative approach that also integrates seamlessly with QuickBooks. Track sales histories, receive instant payment notifications and easily search QuickBooks without ever leaving the Freshsales platform.

Freshsales Cost

  • Free Version: Support for unlimited users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days

Freshsales Notable Features

  • Freddy AI: Use next-gen AI to analyze data, make recommendations and deliver actionable insight on a day-to-day basis.
  • QuickBooks Notifications and Alerts: Receive instant alerts whenever a customer pays via QuickBooks.
  • QuickBooks Invoicing: Pin important invoices for quick reference or search for QuickBooks invoices without leaving the platform.
  • Comprehensive Chat Support: The number of options for communicating with customers really sets Freshsales apart from the competition.

Freshworks CRM Interface

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Copper CRM: Best for Customer Tracking

CRM with QuickBooks integration that also provides robust customer activity tracking via a built-in activity feed.

Price Range: $25 – $119 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full Standard CRM Features star-fullstar-fullstar-fullstar-full QuickBooks Integration star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • Streamlined interface is novice-friendly
  • Supports Google Workspace products
  • Built-in customer activity feed

Cons:

  • Customer support is severely lacking
  • Difficult to integrate with other apps
  • Options for automation are limited

CRMs track customer activities as a way of providing more insight into your sales pipeline. However, very few of them provide such easy access to activity updates as Copper CRM. With their built-in activity feed, which is similar to the live feeds seen on social media, you’ll be able to view real-time updates on your customers — including invoices, payment and due dates directly from QuickBooks — all in one place.

Copper CRM Cost

  • Basic: $25 per user, per month
  • Professional: $59 per user, per month
  • Business: $119 per user, per month

Copper CRM Notable Features

  • View QuickBooks Invoices: Easily view paid or pending invoices, due dates and remaining account balances within Copper CRM.
  • Access Complete Customer Profiles: Pull customer information directly from QuickBooks, including financial details and interaction histories for quick access.
  • Sales Dashboards: A set of sales-oriented dashboards maintains critical information, including brand new sales opportunities, at your fingertips.
  • Multilingual Support: Support for multiple languages and currencies let you improve the customer experience by accommodating your demographics as much as possible.

Copper CRM Interface

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HubSpot CRM: Best Free QuickBooks CRM

Rated our top free CRM option as well as our best overall CRM, which includes robust QuickBooks integrations.

Price Range: Free to $1,200 per month (Sales Hub)

Overall Rating star-fullstar-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-full Standard CRM Features star-fullstar-fullstar-fullstar-full QuickBooks Integration star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-full

Pros:

  • Robust free version available
  • Integrates with in-house marketing tools
  • Extensive app marketplace

Cons:

  • Higher pricing tiers are quite expensive
  • Lack of customization options
  • Some features only available at paid tiers

HubSpot CRM offers a robust free option with the ability to upgrade to higher tiers and even add marketing capabilities as you scale. It also offers robust QuickBooks integrations through all plans, which will help you benefit from both front- and back-of-house data synchronization. Not only does this provide you with a complete picture of your sales pipeline, but it also streamlines the process of receiving, processing and allocating payments.

HubSpot CRM Cost

  • Free Version: Supports unlimited users
  • Sales Hub Starter: $45 per month, starting at 2 users
  • Sales Hub Professional: $450 per month, starting at 5 users
  • Sales Hub Enterprise: $1,200 per month, starting at 10 users

HubSpot CRM Notable Features

  • Data Synchronization: HubSpot CRM works with QuickBooks to sync data from the front- and back-of-house, so you won’t have to worry about missing any important data.
  • View Cash Flow Trends: HubSpot CRM makes it easy to view, monitor and compare cash flow trends within QuickBooks.
  • Free CRM Tools: Anyone can benefit from HubSpot CRM’s suite of free tools, which supports contact management, activity tracking and a marketplace of third-party apps.
  • QuickBooks Online Advanced: Upgrade to receive even more QuickBooks-oriented features, including support for custom workflows and batch transactions.

Hubspot CRM Interface

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Salesforce CRM: Best for Advanced Features

Industry leader offering a robust CRM solution that can connect with other areas of your business for a 360-degree view.

Price Range: $25 – $300 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full Standard CRM Features star-fullstar-fullstar-fullstar-full QuickBooks Integration star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Ease of Use star-fullstar-full star-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Highly customizable and flexible platform
  • Easily filter and sort contacts
  • Fully scalable software solution

Cons:

  • Customer support can be non-responsive
  • Hands-on training is suggested
  • Reporting customization needs work

Salesforce CRM provides access to all of the basic CRM features alongside an entire suite of advanced tools. Not only do they utilize proprietary AI technology for analytics, reporting and forecasts, but their QuickBooks integration connects sales leaders with accounting staff, reduces duplicate data within the system and provides a 360-degree perspective of your entire business.

Salesforce CRM Cost

  • Essentials: $25 per user, per month
  • Professional: $75 per user, per month
  • Enterprise: $150 per user, per month
  • Unlimited: $300 per user, per month

Salesforce CRM Notable Features

  • Control Data Creation: Create new records in QuickBooks whenever new Salesforce leads are added or let them accumulate for a bulk transfer – the choice is yours.
  • Multiple Salesforce Integrations: You can integrate QuickBooks with Salesforce via DBSync, Workato, InterWeave, Breadwinner and more.
  • Comprehensive Lead History: All communications are recorded, complete with dates, so you’ll never miss out on any lead-specific notes or information.
  • Data Flexibility and Versatility: The amount of customization featured in Salesforce lets you get rid of unwanted, irrelevant or duplicate data.

Salesforce Interfrace

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Method:CRM: Best for Workflow Management

QuickBooks-specific CRM platform offering solid integrations and functionality, along with workflow management.

Price Range: $25 – $44 per user, per month (30-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-full Standard CRM Features star-fullstar-fullstar-full star-full QuickBooks Integration star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-full star-fullstar-full Expert Score star-fullstar-fullstar-full star-full

Pros:

  • Versatile platform supports any industry
  • Automate redundant tasks
  • Build comprehensive customer profiles

Cons:

  • Confusing for novice users
  • Can experience crashes and outages
  • Lack of customization at entry tier

Method:CRM boasts itself as one of the top CRMs for QuickBooks integration, also offering robust workflow management that helps you stay on top of your entire sales cycle, from lead generation to customer invoicing. What’s more, it also offers robust app integrations to add additional functionality to its QuickBooks integration and workflow management.

Method:CRM Cost

  • Contact Management: $25 per user, per month
  • CRM Pro: $44 per user, per month

Method:CRM Notable Features

  • Two-Way, Real-Time Sync: Share data between Method:CRM and QuickBooks instantaneously, including invoices, payment information, customer data and more.
  • Compatible With All Versions of QuickBooks: Method:CRM supports every version of Intuit QuickBooks, including those on desktop and mobile.
  • Automated Invoicing: Automatically create and send invoices to finalize sales and maintain contact with customers.
  • Team-Based Support: Method:CRM employs various teams, including an integration team, account management team and more.

Method CRM Interface

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Bottom Line: Best QuickBooks CRM Software

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 even if you just want to integrate your operational CRM software with one of the most trustworthy names in the industry, there are plenty of opportunities available.

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