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6 Best QuickBooks CRMs for Accounting Integrations

Name: Freshsales
Item: Freshsales
Rating: 4.2
Author: J.R. Johnivan

Written By

J.R. Johnivan

Sep 2, 2022

2 minute read

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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:

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 (30-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.

Methodology weights

Integrations 25%

Ease of Use 20%

Pricing 20%

Core Features 15%

Customization 10%

Expert Score 10%

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.

Freshsales: Best Overall for Cost & Features

Offers affordable communication and AI tools that are even more useful when paired with QuickBooks.

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

Overall Rating

4.2

Integrations

3.9

Ease of Use

4.3

Pricing

4.4

Core Features

4.4

Customization

3.9

Expert Score

4.4

Pros

User-friendly interface
Automatically onboard new leads
Freddy AI for automations

Cons

Limited templates for email responses
Few third-party integrations
API support needs improvement

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.

Freshsales Pricing

Free Version: Supports up to 3 users
Growth: $15 per user, per month
Pro: $39 per user, per month
Enterprise: $69 per user, per month
Free Trial: 21 days
Integration with Freshworks' free marketing and service platform tiers

Freshsales Key Features

Freddy AI: Use next-gen AI to analyze data and get insights and recommendations.
QuickBooks Notifications: Receive instant alerts when a customer pays via QuickBooks.
QuickBooks Invoicing: Pin invoices for quick reference or search invoices in Freshsales.
Comprehensive Messaging: Communicate with customers via phone, text, and more.

Zoho CRM: Best for Workflow Automation

Provides native billing, invoicing, and workflow automations, plus additional workflows through integration with QuickBooks.

Price Range: Free to $52 per user, per month (15- to 30-day free trial)

Overall Rating

4.1

Integrations

4.1

Ease of Use

4.0

Pricing

4.5

Core Features

4.0

Customization

4.3

Expert Score

4.2

Pros

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

Cons

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

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.

Zoho CRM Pricing

Free Version: Supports up to 3 users
Standard: $14 per user, per month
Professional: $23 per user, per month
Enterprise: $40 per user, per month
Ultimate: $52 per user, per month
Free Trial: 15 to 30 days for all paid plans

Zoho CRM Key Features

Billing Automations: Automatically create invoices and quotes, track inventory, and more.
QuickBooks Webhooks: Receive data in various formats, like plain text or form data.
QuickBooks Delays: Set the amount of time that should pass between actions A and B.
Lead Gen Tools: Generate leads via channels like social media and landing pages.

HubSpot CRM: Best Free QuickBooks CRM

Provides users with free sales, marketing, and service features plus premium upgrades and easy integration with QuickBooks.

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

Overall Rating

4.0

Integrations

4.2

Ease of Use

4.5

Pricing

4.0

Core Features

4.0

Customization

3.4

Expert Score

4.0

Pros

Robust, easy-to-use free version
Access to in-house marketing tools
Extensive app marketplace

Cons

Higher pricing tiers can get expensive
Lack of customization options
Many features only available at paid tiers

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.

HubSpot CRM Pricing

Free Plan: Support for unlimited users
Sales Hub Starter: $45 per month for 2 users
Sales Hub Professional: $450 per month for 5 paid users
Sales Hub Enterprise: $1,200 per month for 10 paid users
Additional users can be purchased for extra
Integration with HubSpot's free marketing, service, and operation platform tiers

HubSpot CRM Key Features

Data Synchronization: Sync front- and back-of-house data via QuickBooks integration.
QuickBooks Trends: See, monitor, and compare cash flow trends within QuickBooks.
Robust Free Tools: HubSpot CRM is ranked as our number-one free CRM for salespeople.
Invoicing: Add or create invoices, and import your products directly from QuickBooks.

Salesforce Essentials: Best for Accounting Reports

Sales Cloud tier that provides access to all of the reporting and dashboards features of more expensive tiers.

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

Overall Rating

3.8

Integrations

3.8

Ease of Use

3.3

Pricing

4.0

Core Features

4.1

Customization

4.1

Expert Score

3.9

Pros

Highly customizable, flexible platform
Easily filter & sort contacts
Fully scalable software solution

Cons

Customer support could improve
Hands-on training is suggested
Many features require upgrades

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.

Salesforce Essentials Pricing

Essentials: $25 per user, per month
Free Trial: 30 days

Salesforce Essentials Key Features

Auto Data Creation: Create new records in QuickBooks when Salesforce leads are added.
Advanced Custom Reports: Create reports/dashboards to show certain accounting info.
Available Upgrades: Upgrade your Salesforce tier and streamline QuickBooks integration.
Data Flexibility and Versatility: Easily get rid of unwanted, irrelevant, or duplicate data.

Method:CRM: Best for Time Tracking

QuickBooks-specific platform with solid CRM functionality and time tracking tools for invoicing.

Price Range: $25 to $74 per user, per month (30-day free trial)

Overall Rating

3.8

Integrations

4.4

Ease of Use

3.6

Pricing

3.7

Core Features

3.8

Customization

3.6

Expert Score

3.3

Pros

Versatile & supports any industry
Automate redundant tasks
Build comprehensive customer profiles

Cons

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

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.

Method:CRM Pricing

Contact Management: $25 per user, per month
CRM Pro: $44 per user, per month
CRM Enterprise: $74 per user, per month

Method:CRM Key Features

Two-Way Sync: Share data between Method:CRM and QuickBooks instantaneously.
Strong Compatibility: Method:CRM supports every version of Intuit QuickBooks.
Automated Invoicing: Autocreate and send invoices to finalize sales and collect payment.
Mobile App: Employees who work in the field can track their time while on-site.

Insightly CRM: Best for Project Management

Has QuickBooks built in for easy setup, which works well with Insightly's project management tools.

Price Range: Free to $99 per user, per month (14-day free trial)

Overall Rating

3.7

Integrations

4.3

Ease of Use

3.4

Pricing

3.6

Core Features

4.0

Customization

3.4

Expert Score

3.4

Pros

Robust project management features
Built-in QuickBooks integration
Quality mobile app

Cons

Could seem clunky to some
Free plan only includes 2 users
Customer support could be better

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.

Insightly CRM Pricing

Free Plan: Support for 2 users
Plus: $29 per user, per month
Professional: $49 per user, per month
Enterprise: $99 per user, per month
Free Trial: 14 days for all paid plans

Insightly CRM Key Features

Project Management Tools: Manage tasks, calendars, and processes after a deal closes.
Built-in Integrations: Integrate with QuickBooks directly within Insightly's settings.
QuickBooks Financial View: See each customer and their payment status all at once.
Custom Reporting: Build sales and project reports that show real-time data.

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.

J.R. Johnivan

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.

6 Best QuickBooks CRMs for Accounting Integrations

How We Evaluated the Best QuickBooks CRMs

Evaluation Criteria

Bottom Line: Best QuickBooks CRM Software

J.R. Johnivan

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