Upfront Conclusion

The best quickbooks crm right now is Salesforce and Freshsales.

One of the most important aspects of customer relationship management (CRM) technology is its ability to integrate all areas of your business. Your team can conduct and track all sales from a single interface by combining marketing and communication tools with a sales platform.

However, if you use accounting software to keep track of input and output payments, you won’t realize the key benefits of connecting with CRM. QuickBooks is accounting software that provides businesses with an easy method to track daily sales, invoice clients, receive payments, pay bills, fill tax and produce reports for future planning.

Almost every CRM tool has a QuickBooks connectivity, but not all are created equal. Some CRMs allow you to have a one-click setup, whereas others necessitate a more time-consuming and sophisticated setup. Given that many CRM users claim the most difficult part of their job is choosing a platform that works well with QuickBooks, it’s critical to make the right choice.

7 Best CRMs for QuickBooks

  1. Salesforce – Best CRM for QuickBooks used by large companies
  2. Freshsales – Best CRM for QuickBooks in sales completed over the phone
  3. Nutshell – Best Highly Customizable CRM for QuickBooks
  4. Microsoft Dynamics CRM – Best CRM for QuickBooks used by big businesses
  5. Copper – Best CRM for QuickBooks suitable for sales teams working out of G Suite.
  6. Method CRM – Best CRM for companies that want to operate well with QuickBooks
  7. Insightly- Best CRM with advanced project management solutions

1. Salesforce

PRICING: from $27.0 per user per month

Salesforce used to have a dedicated QuickBooks interface called Salesforce for QuickBooks.

The application enabled the sales CRM to be integrated directly into QuickBooks. However, there were issues, and the solution was eventually abandoned after three years.

The integration is ideal for lower-level Salesforce users, and it turned out that the software wasn’t compatible with several of Salesforce’s extensions. Salesforce works well with Zapier. So, if you’re seeking Salesforce QuickBooks connectivity, you may still get it.

You need to sync QuickBooks customers to the Salesforce accounts and access all their information from the CRM interface once they’re connected. You may also use the connection to manage accounts and produce transactions and invoices, among other things.

Your team will have access to a comprehensive sales history directly from Salesforce and an automated data sync between the two systems.

KEY FEATURES:

  • Partner Relationship Management
  • Opportunity management
  • Task management
  • Account management

REASONS TO BUY:

  • Social capabilities
  • Easy to navigate
  • Customizable dashboard

REASONS TO AVOID:

  • Problematic technical support
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2. Freshsales

PRICING: $25.0 per user per month

Freshsales is a CRM that promotes its QuickBooks connectivity as a selling point. It allows you to pin or attach invoices to CRM contacts, which might be incredibly useful if you have difficulties collecting payments.

On the Freshsales platform, customer records and invoices are preserved. The in-built phone feature distinguishes the integration. If you have issues with payments or invoices, Freshsales will make it easy for your finance staff to track them down.

If your sales force closes more business over the phone, the functionality will be a huge plus. Freshsales allows your sales personnel to manage the full deal, ranging from marketing to invoicing.

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3. Nutshell

PRICING: From $20.0 per user per month

Nutshell is a powerful CRM and sales automation platform designed to help sales teams get things done faster. The integration of online QuickBooks to Nutshell gives a great mix of simplicity and sophistication.

If you have a client list in your QuickBooks, you can use Nutshell’s straight importer to transfer the entire list into Nutshell. Within seconds, you will realize that all of your QuickBooks customers have migrated to Nutshell CRM.

The transformation allows you to record communication histories, nurture clients, and convert QuickBooks data into sales and revenue.

KEY FEATURES:

  • Contact and Account Management.
  • Customer Contract Management.
  • Desktop Integration.
  • Opportunity and Pipeline Mgmt.
  • Product and Price List Management.
  • Task Management.
  • Territory and Quota Management.

REASONS TO BUY:

  • Has Zipper integration for you to trigger bills, involves, or business records
  • Highly customizable

REASONS TO AVOID:

  • Limited Number of activities in which you can set reminders

4. Microsoft Dynamics CRM

PRICING: From $40.0 per user per month

Microsoft Dynamics CRM provides comprehensive capability through applications that focus on important CRM components such as customer support, marketing, and sales.

The sales team uses Microsoft Dynamics 365Sales to consolidate account information, have complete control over sales opportunities, plan engagement activities, track sales success, and do other activities that help streamline the sales process.

Microsoft Dynamics CRM is connected with QuickBooks via third-party connectors like Zapier, custom integrations, and InoLink to ensure consistency in customer service, marketing, sales, and accounting operations.

KEY FEATURES:

  • Territory management
  • Order management
  • Opportunity management
  • Contract management
  • ROI analytics

REASONS TO BUY:

  • Real-time analytics
  • Performance metric tracking
  • AI-based recommendations

REASONS TO AVOID:

  • Training is necessary

5. Copper

PRICING: From $19.0 per user per month

The only Method to integrate QuickBooks into Copper CRM is with the help of Zapier. Therefore, you should have a Zipper account and premium QuickBooks.

After linking your Copper CRM with QuickBooks, you’ll be able to track payments actions and see previous bills and payment balances.

Copper’s QuickBooks connectivity is pretty restricted. Just a few Zapier capabilities allow Copper and QuickBooks to communicate.

However, don’t be turned off if you require a simple QuickBooks link and you’re considering Copper due to its G Suite connectivity.

Your sales and marketing team will be able to see important data of each customer, even if it’s an essential integration.

KEY FEATURES:

  • G Suite Integration
  • Email Tracking
  • Mobile Application
  • Activity Reporting
  • Goal Tracking

REASONS TO BUY:

  • Seamless integration with Gmail
  • Excellent Customer service

REASONS TO AVOID:

  • Billing processes are not friendly

6. Method CRM

PRICING: From $28.0 per user per month, a free trial is available

Method CRM is compatible with all versions of QuickBooks. Whether you’re using QuickBooks Enterprise, Premier, Pro, or Online, your data is effortlessly integrated with Method. Because of its vast connectivity features, Method CRM is an excellent solution if you’re hunting for a CRM with a precise sales process.

From making estimates to invoicing, Method makes it easy for you to conduct standard QuickBooks functions from within their system. The Method also syncs contact between two platforms, thus reducing data entry time.

KEY FEATURES:

  • SalesForce Automation
  • Marketing automation
  • Reporting and analytics

REASONS TO BUY:

  • Clean interface
  • Affordable
  • User friendly
  • High-quality customer support

REASONS TO AVOID:

Expensive and difficult to customize

7. Insightly

PRICING: From $29.0 per user per month

QuickBooks integration is something that Insightly takes pride in. Insightly’s major focus is on its QuickBooks connection. Like Nutshell, Insightly has a successful QuickBooks Integration. The Insightly connection is straightforward to set up and use.

On a customized QuickBooks page, you may see the client’s status and the payment history. Insightly, like other CRMs, will provide you with a detailed history of each client enrolled on QuickBooks. Therefore, it will help your sales team to understand the consumer they’re dealing with in a better way.

You might be surprised to learn that you can’t make invoices or estimates straight from Insightly, given how well it integrates with QuickBooks. It would be best if you left your CRM to charge a customer.

You also won’t be able to accept direct funding through the CRM. Therefore, it such constraints are not working for you, you might need to look for another Insightly CRM alternative for QuickBooks.

KEY FEATURES:

  • Flexible Calendaring
  • Automatic Address Book
  • Fast Search
  • File Sharing
  • Web to Contact
  • MailChimp Integration

REASONS TO BUY:

  • Organize project information
  • Track leads

REASONS TO AVOID:

  • Slow when uploading contacts

Despite its many features, Freshsales does not allow you to invoice or pay customers directly.

KEY FEATURES:

  • Pipeline visualization
  • Email integration
  • Contact management
  • Interaction tracking

REASONS TO BUY:

  • Import accounts and contacts
  • Maintain hot prospects

REASONS TO AVOID:

  • Complex interface

Frequently Asked Questions

Q: Is It Possible To Integrate Salesforce With QuickBooks?

A: Yes, Salesforce and QuickBooks are compatible. Connectivity is aided by the QuickBooks Salesforce interface that allows organizations to have total visibility into ho the firm operates and where improvements are needed.

Q: Is There A Customer Database In QuickBooks?

A: Customers are the lifeblood of any business. You can use QuickBooks to manage customer relationships.

Q: Is It Possible To Integrate HubSpot CRM With QuickBooks?

A: HubSpot for QuickBooks is a strong integration that helps businesses operate better. Users of QuickBooks who also have HubSpot CRM membership can connect the two platforms to sync their data.

Q: Can You Use QuickBooks as A CRM?

A: QuickBooks isn’t ideal for customer relationship management. It doesn’t help in the management of your prospects and consumers. Therefore, to start generating sales, it’s vital to integrate QuickBooks with a different CRM solution as you work to give custom-tailored products or services to your consumers.

Q: Can I Use Monday as A CRM?

A: Monday.com is the process management platform that doubles as a basic CRM solution. It has an extensive collection of ready-to-use templates for almost any standard CRM.

Q: Is It Possible To Use Method CRM Without QuickBooks?

A: Method CRM can be used as a stand-alone application. The software’s strength, however, lies in QuickBooks integration. The program’s usefulness is limited if it’s not synced with a QuickBooks account.

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