Check out our independent editorial review of the best crm software for sales professionals, including use cases for each option.
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:
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.
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.
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)
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)
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.
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)
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.
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)
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.
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.
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)
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.
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)
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.
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.