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:
- Freshsales: Best overall CRM for a mix of pricing and features (free starting price)
- Zoho CRM: Best QuickBooks CRM for workflow automation (free starting price)
- HubSpot CRM: Best free QuickBooks CRM with upgrades (free starting price)
- Salesforce Essentials: Best CRM to create accounting reports (14-day free trial)
- Method:CRM: Best CRM for invoicing based on time tracking (30-day free trial)
- Insightly: Best Quickbooks CRM for project management tools (free starting price)
How We Evaluated the Best QuickBooks CRMs
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.
Evaluation Criteria
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.
Integrations Overview
This covers the level of integration with QuickBooks, including support for accounting, payments and invoices, and real-time data syncing.
Criteria Winner: Method:CRM
Ease of Use Overview
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?
Criteria Winner: HubSpot CRM
Pricing Overview
We evaluated the per-user cost of each platform, also taking into consideration any free versions or trials offered.
Criteria Winner: Zoho CRM
Core Features Overview
This category represents the most common features seen in modern CRM solutions, such as lead and opportunity management, app integration, and forecasting.
Criteria Winner: Freshsales
Customization Overview
This covers whether users can customize reports, dashboards, online forms, and/or other elements to tailor the software to their needs.
Criteria Winner: Zoho CRM
Expert Score Overview
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.
Criteria Winner: Freshsales
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.
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 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.