22 Best CRM Software Compatible With QuickBooks Reviewed In 2024
Best CRM Software Compatible With QuickBooks Shortlist
Here's my pick of the 10 best software from the 22 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Integrating your CRM with QuickBooks helps streamline your financial and customer data, providing a seamless flow of information between sales and accounting departments. However, finding the right CRM software compatible with QuickBooks can be challenging, especially with the amount of options available.
To get teams started in their search, I used my experience in digital software and revenue operations to test and review the best CRMs that integrate with QuickBooks.
From there, I compiled my insights into in-depth reviews, listing the pros and cons, features, and integrations for each software. Using these reviews, I’m confident that you’ll find your next software in this article.
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Best CRM Software Compatible With QuickBooks Summary
| Tools | Price | |
|---|---|---|
| Copper | From $9/user/month (billed annually) | Website |
| Keap | From $249/user/month (billed annually) | Website |
| Method | From $25/user/month (billed annually) | Website |
| Insightly | From $29/user/month (billed annually) | Website |
| InfoFlo | From $30/user/month or $99 (one-time purchase) | Website |
| Teamgate | From $39.99/user/month (billed annually) | Website |
| GreenRope | From $99/month | Website |
| Gold-Vision | From $55/user/month (billed annually) | Website |
| Mailchimp CRM | From $15/user/month (billed annually) | Website |
| Capsule | From $18/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose A CRM Software Compatible With QuickBooks
As you work through your unique software selection process, keep the following points in mind:
- Integration Ease and Compatibility: Many businesses struggle with the technical complexities of integrating different software systems. Ensure that the CRM you choose smoothly integrates with QuickBooks. This can save time, reduce errors, and allow teams to start using the CRM without extensive technical support.
- Automation Capabilities: Manual data entry and repetitive tasks can be time-consuming and prone to errors, but a CRM with powerful automation features can streamline tasks such as automated invoicing, follow-ups, and data synchronization.
- Customization and Flexibility: Different businesses have unique tailored solutions. A customizable CRM allows businesses to tailor it to fit their processes and requirements and set up custom triggers and actions.
- User-Friendliness and Support: Complex software can lead to low adoption rates and frustration among users. As such, it’s important to choose a user-friendly CRM with reliable customer support to ensure the team can quickly learn and effectively use the software.
- Cost and Scalability: Budget constraints and the need for scalable solutions can be a significant concern for businesses. When looking for a new software, choose a CRM that fits the budget and can scale with the business as it grows. Your chosen solution should also offer additional functionalities and integrations without a complete system overhaul.
By considering these factors, you can select a CRM that integrates well with QuickBooks, meets your business needs, enhances productivity, and supports your growth.
Best CRM Software Compatible With QuickBooks Reviews
This in-depth analysis provides overviews of each CRM software compatible with QuickBooks. Below, we will walk through each tool’s pros and cons, features, and best use cases.
Copper is designed to help businesses organize contacts, track deals, manage workflows, and automate tasks. It’s best known for its seamless integration with Google Workspace, making it an ideal choice for businesses that rely heavily on Google’s suite of tools.
Why I picked Copper: Copper enhances productivity, especially for businesses already using Google’s suite of tools. This deep integration means it naturally fits into existing workflows and automatically captures data from Gmail, Google Calendar, and Google Drive. This also extends to QuickBooks, where Copper provides smooth synchronization of accounting data, invoicing, and payment tracking, allowing businesses to manage customer relationships and financial information within one platform.
Standout features & integrations:
Features include real-time QuickBooks synchronization, automated data entry, email tracking and templates, task and project management, lead and contact management, and customizable dashboards.
Integrations include Google Workspace, Slack, Zendesk, HubSpot, QuickBooks, Docusign, Mailchimp, Xero, Dropbox, and Asana.
Pros and cons
Pros:
- Real-time activity feed
- Automatic data capture from Gmail
- Seamless Google Workspace integration
Cons:
- Data sync issue with QuickBooks
- Limited customization outside of Google Workspace
Keap is an advanced CRM and automation tool designed to help small businesses grow by automating their sales and marketing processes. It’s best known for its automation features that save time and scale operations.
Why I picked Keap: Keap helps small businesses manage customer relationships, streamline sales processes, handle financial data, and automate repetitive tasks. It provides built-in marketing tools and customizable templates for businesses to run effective marketing campaigns directly from the CRM, powerful automation capabilities, and financial features like invoicing, payment processing, and detailed reporting.
Standout features & integrations:
Features include contact and lead management, marketing automation, email marketing with customizable templates, sales pipeline management, customizable automation workflows, task and project management, e-commerce capabilities, lead scoring, and built-in landing pages and forms.
Integrations include QuickBooks, Zapier, Gmail, Outlook, Shopify, WordPress, PayPal, Stripe, WooCommerce, and Mailchimp.
Pros and cons
Pros:
- Customizable landing pages and forms
- Integrated e-commerce features
- Advanced automation features
Cons:
- Limited customization for large enterprises
- Learning curve for full utilization
Method is a leading automation tool for QuickBooks and Xero users. It offers a range of features to boost sales and maximize productivity, providing a solution that grows with the user.
Why I picked Method: Method offers exceptional integration with QuickBooks and Xero. It ensures real-time synchronization of customer and financial data, including bidirectional integration, meaning any changes made in either system are instantly reflected in the other. The software also focuses on providing a fully customizable solution, including custom fields, forms, and workflow that perfectly aligns with various business operations without any coding needed.
Standout features & integrations:
Features include personalized workflow automation, online portals for payments and approvals, flexible automation to prevent bottlenecks, a data-driven view of customers, and extensive customization options.
Integrations include QuickBooks, Xero, Google Contacts, Gmail, Outlook, Mailchimp, Zapier, Shopify, PayPal, and Stripe.
Pros and cons
Pros:
- Online customer portals
- Deep data integration
- Real-time sync with QuickBooks
Cons:
- Mobile app is limited compared to desktop version
- Limited pre-built templates
Insightly is a modern and scalable CRM platform designed to help businesses build lasting customer relationships. It provides tools and features that enhance B2B customer experiences through advanced CRM functionalities.
Why I picked Insightly: Insightly is a powerful combination of project management, sales, and CRM functionalities that offers smooth financial data integration. Its advanced customization options allow custom fields, pipelines, and automation workflows, enabling businesses to create personalized and efficient processes that enhance customer interactions. Additionally, Insightly's focus on relationship linking and management helps businesses build and maintain strong connections with their clients through interaction tracking and communication history.
Standout features & integrations:
Features include contact and lead management, project management, email tracking, workflow automation, custom dashboards and reporting, relationship linking, mobile access, task and event management, advanced search and filtering, and API access for custom integrations.
Integrations include QuickBooks Online, Xero, Sage Intacct, ADP Workforce Now, BambooHR, Docusign, Slack, Microsoft Power BI, Asana, and Shopify.
Pros and cons
Pros:
- Relationship maps
- Project-centric CRM
- Extensive integration customization
Cons:
- Features are overwhelming for small teams
- Steep learning curve for customization
InfoFlo is a CRM software that provides advanced solutions for managing customer relationships. It strongly integrates with Outlook, making it an ideal choice for businesses reliant on this software for communication needs.
Why I picked InfoFlo: One of InfoFlo’s strengths is its strong integration with Outlook, allowing users to sync emails, calendar events, and tasks directly within the CRM. This ensures all customer interactions are efficiently tracked and managed. The software also offers contact management features, including contact linking to emails, documents, and notes, providing a view of customer history.
Standout features & integrations:
Features include automatic email linking, advanced search capabilities, archiving and sharing activities from Outlook, a contact management system, task management, and document management.
Integrations include Microsoft Outlook, Gmail, QuickBooks, Google Calendar, Skype, LinkedIn, Dropbox, OneDrive, Google Drive, and Slack.
Pros and cons
Pros:
- Integrated document management
- Comprehensive contact linking
- One-time purchase model
Cons:
- Requires Outlook for full functionality
- Limited cloud access
Teamgate is a CRM software that provides sales-led growth insights and in-depth sales metrics and intelligence, helping sales teams understand their ideal customer profile and close deals faster.
Why I picked Teamgate: Teamgate focuses on sales-led growth insights, offering advanced sales pipeline management tools that enable sales teams to track leads, manage deals, and analyze sales performance accurately. The software has built-in communication tools, an advanced lead scoring system, and customizable dashboards for monitoring key performance indicators and adjusting business strategies accordingly. Additionally, its integration with QuickBooks ensures sales teams have access to critical financial information directly within CRM.
Standout features & integrations:
Features include lead capturing, lead management, sales pipeline management, analytics and reports, and mobile apps.
Integrations include QuickBooks, LinkedIn, Google Calendar, Mailchimp, Slack, Zapier, Xero, Microsoft Outlook, HubSpot, and Salesforce.
Pros and cons
Pros:
- Smart sales insight
- Lead scoring and prioritization
- Intuitive sales pipeline management
Cons:
- Complex initial setup
- Learning curve for advanced analytics
GreenRope is an advanced CRM software integrating marketing automation, sales, and operations features. It’s designed to help businesses streamline their processes and increase productivity.
Why I picked GreenRope: GreenRope is an all-in-one solution that integrates CRM, marketing automation, and financial data, ensuring all aspects of business management are streamlined and synchronized. Its powerful feature set allows businesses to create personalized marketing campaigns automatically triggered based on customer behavior. Additionally, the software’s analytics and reporting tools provide deep insights into campaign performance, sales metrics, and customer engagement to build on marketing insights and further campaigns.
Standout features & integrations:
Features include sales pipeline management, marketing automation, customer service tools, AI-driven insights, customizable dashboards, and unlimited users and emails.
Integrations include QuickBooks, Google Workspace, Mailchimp, Zapier, WordPress, Shopify, Xero, Slack, Docusign, and Eventbrite.
Pros and cons
Pros:
- Built-in advanced event management
- Integrated learning management system
- Customer journey mapping
Cons:
- Time-consuming initial setup
- Inconsistent performance with third-party integrations
Gold-Vision is a CRM software designed to manage teams and processes on any device and allows users to create dynamic, rule-based screens with charts, counts, and widgets.
Why I picked Gold-Vision: Gold-Vision has a highly customizable CRM dashboard, allowing users to tailor the interface to display key metrics, reports, and insights most relevant to their roles and business needs. This capability ensures each team member can focus on the data that matters most, such as sales performance graphs, pipeline overviews, and financial summaries. Additionally, Gold Vision’s advanced reporting tools allow users to create detailed and specific reports aligned with objectives, facilitating better strategic planning and performance tracking.
Standout features & integrations:
Features include mobile responsiveness, customizable widgets, account and contact management, task management, document management, interaction tracking, and intelligent automation.
Integrations include QuickBooks, Microsoft Outlook, Google Calendar, Microsoft Office 365, Exchange, Google, and LiveChat.
Pros and cons
Pros:
- Detailed financial synchronization
- Industry-specific customizations
- Highly customizable dashboards with widgets and visualizations
Cons:
- Complex initial configuration
- Limited mobile app functionality
Mailchimp CRM is an advanced marketing platform that offers a variety of tools for email marketing and automation. Its email marketing capabilities and automation features make it an ideal choice for businesses looking to enhance their email marketing strategy.
Why I picked Mailchimp CRM: Mailchimp CRM offers extensive marketing tools and a drag-and-drop email builder that enables users to design professional emails without technical skills. The software’s marketing features allow automated workflows to trigger personalized emails based on actions or events, like welcome emails, abandoned cart reminders, and post-purchase follow-ups, to streamline marketing efforts and improve productivity.
Standout features & integrations:
Features include personalized email campaigns, marketing automation, audience management, detailed reporting and analytics, AI marketing tools, and content creation tools to help businesses create engaging content.
Integrations include Shopify, Wix, Salesforce, Canva, WooCommerce, Google Analytics, QuickBooks Online, Squarespace Commerce, and Zapier.
Pros and cons
Pros:
- A/B testing capabilities
- Automated e-commerce integrations
- Advanced segmentation and targeting
Cons:
- Occasional synching issues
- Limited CRM functionality
Capsule is a software designed to manage contacts, sales, and projects efficiently. It’s a simple and intuitive CRM with a user-friendly interface and straightforward features.
Why I picked Capsule: Capsule stands out for its effective contact management capabilities, allowing users to easily organize and track customer information, interactions, and history. It has a clean interface with essential CRM functions, customizable sales pipelines, allowing users to create custom fields and tags for contact categorization, and task management. Additionally, it offers powerful reporting and analytics tools for insights into sales performance and customer behavior.
Standout features & integrations:
Features include contact management, email marketing, task and calendar management, sales pipeline tracking, sales analytics, project management, workflow automation, and AI content assistance.
Integrations include QuickBooks, Gmail, Transpond, Outlook, Xero, Zapier, FreshBooks, Mailchimp, WhatsApp, FreeAgent, and Microsoft.
Pros and cons
Pros:
- Custom field creation
- Flexible tagging system
- Simplified API integrations
Cons:
- No built-in telephony feature
- Basic email marketing integration
Other CRM Software Compatible With QuickBooks
Below is a list of additional CRM software compatible with QuickBooks that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- Freshsales
For AI-powered sales automation
- Zoho CRM
For comprehensive CRM features
- HubSpot CRM
For inbound marketing integration
- monday.com
For project management features
- Maximizer
For contact management
- HoneyBook
For creative professionals
- NetSuite
For ERP integration
- MRPeasy
For manufacturing resource planning
- Chetu
For custom CRM solutions
- Pipedrive
For sales pipeline management
- Qualtrics
For customer feedback collection
- Nutshell
For small business sales teams
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CRM Software Compatible With QuickBooks Selection Criteria
The criteria for choosing a CRM software compatible with QuickBooks should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality (25% of total score):
- Organizes and stores information about a business’s customers, leads, and prospects
- Manages and visualizes sales processes, from initial contact to closing the deal
- Generates, sends, and tracks invoices and transactions accurately
- Allows customers to submit support tickets through various channels which can be tracked and managed within the CRM
- Generates detailed reports on sales activities, marketing campaigns, customer behavior, and support metrics
Additional Standout Features (25% of total score):
- Unique features and functionalities not offered by the competition
- Innovative features and integration of advanced technologies
- Piloting new modules or plugins extending the CRM’s capabilities, like IoT devices for real-time inventory tracking, AI, advanced automation, and customizable dashboards
Usability (10% of total score):
- A user-friendly CRM that provides the necessary functionalities and maintains ease of use without user extensive training
- Clean, modern, and visually appealing layouts to help users focus on tasks without distractions
- Clear and logical navigation structure, with well-organized menus and a consistent layout
- A drag-and-drop functionality that allows users to move tasks, appointments, and events easily
Onboarding (10% of total score):
- A quick, simple, and easy onboarding process that ensures new users can start using the CRM efficiently without feeling overwhelmed
- Availability of training videos, templates, and interactive product tours that enhance the onboarding process
- Utilizes chatbots and webinars to provide ongoing user support, guide through troubleshooting steps, and quick access to relevant resources
- Offers smooth migration process without data loss or corruption
Customer Support (10% of total score):
- Availability and responsiveness of support channels through which users can seek help, including live chat, email, and phone support
- User manuals, detailed FAQs, and step-by-step guides to help users navigate the CRM and troubleshoot issues independently
- Access to live chat, email, and phone support for users seeking assistance
- Community forums and user groups for peer support and for sharing experiences, solutions, and best practices with each other
Value For Money (10% of total score):
- Competitive pricing that offers value for the features and benefits of the software
- Transparent pricing models that outline all associated, including subscription fees, setup charges, and any additional costs for premium features or services
- A cost-benefit analysis based on features offers to help businesses determine if a CRM provides good value for its price
- Flexibility in subscription plans and payment options to accommodate diverse financial situations and preferences
Customer Reviews (10% of total score):
- Overall satisfaction rating to measure that the CRM has met the needs and expectations of its users
- Positive feedback on ease of use and functionality
- Positive comments and experiences on customer support to measure the quality and responsiveness of the CRM’s customer support services
- Detailed insights on the CRM’s integration with QuickBooks, including ease of setup, and reliability of data synchronization
Trends For CRM Software Compatible with QuickBooks
Here are some trends I’ve noticed for CRM software compatible with QuickBooks, plus what they might mean for the future. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
- AI-Powered Analytics: AI-powered analytics are becoming integral to CRM software as they help businesses predict customer behavior and improve decision-making. This trend is important because it enhances data-driven strategies.
- Integration with E-commerce Platforms: CRM software is increasingly integrating with e-commerce platforms to allow for better customer data management and streamlined sales processes. This is important as it bridges the gap between online sales and customer relationship management.
- Mobile-First Design: More businesses are accessing CRM tools on mobile devices, ensuring flexibility and accessibility. This trend is vital for on-the-go business operations as it helps to improve productivity and collaboration.
- Enhanced Data Security: Enhanced data security features are being prioritized in CRM software because of rising cyber threats. Powerful security measures protect sensitive customer information and help maintain customer trust and compliance.
- Customizable Dashboards: Customizable dashboards are becoming a standard feature in CRM software as they allow businesses to tailor their interface to specific needs and preferences.
As businesses increasingly seek streamlined financial and customer management solutions, the trend for CRM software compatible with QuickBooks continues to grow. Staying on top of these trends allows companies to leverage the combined power of CRM and QuickBooks, ensuring they remain competitive in a rapidly evolving market.
What Is CRM Software Compatible With QuickBooks?
A customer relationship management (CRM) system is a software tool that helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. When they integrate with QuickBooks, CRMs can effectively synchronize financial data, customer information, and sales transactions, providing a unified platform for managing both customer relationships and financial operations.
Features Of CRM Software Compatible With QuickBooks
When choosing CRM software that works with QuickBooks, it's important to consider features that will help you manage your customer relationships and financial data effectively. Here are the most important features to look for:
- Integration with QuickBooks: Allows the CRM to sync with QuickBooks, ensuring that your financial data is always up-to-date and accurate.
- Contact Management: Helps users keep track of all customer interactions and details in one place, making it easier to manage relationships and follow up on leads.
- Sales Pipeline Management: Provides a visual of the sales process, helping track the progress of deals and identify any bottlenecks.
- Invoicing: Allows the creation and sending of invoices directly from the CRM, streamlining the billing process and reducing the risk of errors.
- Reporting and Analytics: Provides insights into sales and financial data, helping with informed business decisions.
- Task Management: Keeps track of tasks and deadlines, ensuring that nothing falls through the cracks.
- Email Integration: Helps users send and receive emails directly from the CRM, keeping all communication in one place.
- Mobile Access: Allows access to the CRM data from anywhere, making it easier to manage business on the go.
- Customization: Allows tailoring the CRM to business needs, ensuring it works as businesses need it to.
- Customer Support: Provides access to help and support, ensuring that any issues are resolved quickly.
Choosing the right CRM software that integrates with QuickBooks can make a big difference in how efficiently you manage your business. By focusing on these key features, you can ensure that your CRM software meets your needs and helps you achieve your business goals.
Benefits Of CRM Software Compatible With QuickBooks
Like many other software, CRMs with QuickBooks integration come with their own benefits. Below are some of the primary benefits of using CRM software compatible with QuickBooks for users and organizations.
- Enhanced Data Synchronization: By integrating CRM software with QuickBooks, businesses can ensure that customer data, sales information, and financial records are automatically synchronized, reducing the risk of errors and saving time on manual data entry.
- Improved Customer Insights: The integration allows businesses to gain an advanced view of their customers by combining financial data from QuickBooks with customer interaction data from the CRM, enabling more informed decision-making and personalized customer service.
- Streamlined Invoicing and Billing: CRM software compatible with QuickBooks can automate the invoicing and billing process, ensuring that invoices are generated and sent promptly, which helps maintain cash flow and reduces the time spent on administrative tasks.
- Enhanced Reporting and Analytics: The combined data from CRM and QuickBooks provides strong reporting and analytics capabilities, allowing businesses to generate detailed financial and customer reports that can help in strategic planning and performance tracking.
- Increased Efficiency and Productivity: By integrating CRM with QuickBooks, businesses can automate various processes such as sales tracking, inventory management, and customer follow-ups, to increase efficiency and productivity across the organization.
Using CRM software compatible with QuickBooks can significantly enhance how businesses manage customer relationships and financial operations. This integration saves time, reduces errors, and provides valuable insights that can drive business growth and improve customer satisfaction.
Costs & Pricing of CRM Software Compatible With QuickBooks
Choosing the right CRM software that integrates seamlessly with QuickBooks can significantly enhance your business operations by streamlining customer relationship management and financial tracking. Below, we provide a detailed overview of various CRM software options compatible with QuickBooks, including their pricing plans and common features.
Plan Comparison Table for CRM Software Compatible with QuickBooks
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic contact information management, limited integrations, basic reporting, and analytics |
| Basic Plan | $20/user/month | Contact management, lead tracking, basic reporting, and email integration |
| Standard Plan | $45/user/month | All Basic features, plus deal management, workflow automation, task management, and advanced reporting |
| Professional Plan | $70/user/month | All Standard features, plus custom dashboards, marketing automation, advanced customization options, and phone integration |
| Enterprise Plan | $120/user/month | All Professional features, plus dedicated account manager, advanced security features, enhanced support, and multi-currency support |
When selecting a CRM software compatible with QuickBooks, consider the specific needs of your business, the level of integration required, and the features that will most benefit your operations. Each plan offers unique advantages, so choose the one that aligns best with your business goals and budget.
CRM Software Compatible With QuickBooks FAQs
Here are some frequently asked questions I’ve received about CRM software compatible with QuickBooks.
Can any CRM system integrate with QuickBooks?
Not all CRM systems can integrate directly with QuickBooks. It’s important to choose a CRM that offers native integration or supports third-party integration tools to connect with QuickBooks effectively. Some of the best CRMs that integrate with QuickBooks include Nutshell, Method, Insightly, Zoho, Microsoft Dynamics 365, Salesforce, Copper, Freshsales, and Greenrope.
How do I integrate my CRM with QuickBooks?
The integration process varies by CRM system. Generally, you can integrate through direct integration features provided by the CRM, use third-party integration apps, or employ API connections. It’s recommended to consult the help documentation of your CRM and QuickBooks or contact their support for specific guidance.
Is the integration between QuickBooks and CRM systems secure?
Yes, reputable CRM and accounting software prioritize security in their integrations. Ensure you’re using secure connections and follow best practices for data security to protect your business information.
Will integrating QuickBooks with my CRM system increase my operational costs?
While there might be initial setup costs or additional fees for integration features, the efficiency gains and potential for increased revenue through improved customer relationship management often offset these costs. Many CRM providers offer free trials that include integration features, allowing you to test the integration with QuickBooks before making a long-term commitment.
Can I customize the data shared between QuickBooks and my CRM?
Yes, most integrations allow for customizable data-sharing settings. You can choose which data points to sync between QuickBooks and your CRM, such as customer details, sales orders, invoices, and payment records. This customization helps the integration in meeting the specific needs of your business.
How does QuickBooks CRM integration affect my workflow?
Integrating QuickBooks with your CRM can significantly streamline your workflow by automating data entry tasks, reducing manual errors, and providing real-time financial insights within your CRM platform. This integration helps manage customer relationships more effectively, improve sales processes, and enhance overall business efficiency.
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