Top 10 CRMs that Integrate with QuickBooks in 2024

Without the right tools at your disposal accounting can be a hassle. One of the most widely used accounting software […]

Without the right tools at your disposal accounting can be a hassle. One of the most widely used accounting software nowadays for businesses in a variety of industries is QuickBooks. Essentially, it is used to organize a business’s financial data. It does not, however, provide the functionality to organize contact-related information. In this situation, a CRMs tool is useful.

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Customer relationship management (CRM) is a tool for creating strong relations between a business and its customers. Customer relationship management promotes customer connection with a company and helps in generating leads and important data to engage an increasing number of customers. However, one must understand that it just keeps track of your known and trusted consumers and their activity (transactional or data entry) with your business; it does not draw in new customers. Additionally, it provides you with a customer analysis based on demographic (age, gender, marital status, etc.) and geographic information. It also reveals who the frequent, regular, and VIP clients are associated with your business and provide information about the interests of your customers. You’ll learn more about QuickBooks CRM integration in this article.

You may learn more about QuickBooks and its essential features in the article that follows. You will discover more about QuickBooks CRM. You will also discover what a CRM platform is and why integrating a CRM with QuickBooks is advantageous for your company. Additionally, there is some of the top CRM software that you may use with QuickBooks. Finally, you will learn how to choose the best QuickBooks CRM. The limitations of the QuickBooks CRM integration are discussed in the conclusion.

What is QuickBooks?

QuickBooks is a comprehensive financial management software that has revolutionized the way small businesses operate. It’s much more than just an accounting solution; it serves as a one-stop-shop for all your business needs. With QuickBooks, you can organize and manage your finances, track inventory, generate custom reports, create invoices, pay bills online and even process payroll with ease. Its intuitive interface ensures that even non-accountants can keep their books consistently updated in real-time with no fuss. What’s more? You can access your data 24/7 from anywhere with an internet connection – be it on a desktop or mobile device. That means no matter where you are in the world when using QuickBooks; you’ll always have complete control over every aspect of your business finances at your fingertips!

What is a CRM?

CRM, or Customer Relationship Management, is essentially a tool used by businesses to build and maintain strong relationships with their customers. It’s like having a superpower that allows companies to not only keep track of customer interactions but also analyze the data in order to improve overall customer satisfaction. With CRM software, businesses can gather information on customer preferences, purchase history, and even personal details like birthdays and anniversaries. This lends itself well to creating marketing campaigns that are specifically tailored to individual needs, resulting in higher sales numbers and brand loyalty. In short, CRM is an essential component for any business looking to go above and beyond in providing excellent customer service – it’s basically the secret ingredient necessary for cultivating lasting relationships with your target audience!

What is the Need for a CRM that Integrates with QuickBooks?

Accounting and virtual bookkeeping software like QuickBooks make it possible for businesses to keep track of their costs, purchases, and payments. The software makes it easier to create, handle, and share invoices with customers.

It is simple for businesses to manage customer relationships and track finances with a CRM that interacts with QuickBooks. All necessary information about prospects and customers is kept in one single database by customer relationship management software. You can easily retrieve invoices and other related financial information by connecting this database with your QuickBooks records. An enterprise can save time and gain better visibility into its financial situation thanks to such integration.

How are QuickBooks CRM Integration Options Evaluated?

The following factors were taken into account when compiling this list of the top CRMs for QuickBooks:

1. Pricing

To find the most affordable and scalable solutions pricing structure of the software has been taken into account.

2. Ease of Use

In this, there are easy-to-implement and use tools included. For improved efficiency, such straightforward implementations and usage are made.

3. Functionality

The general features that the tools offer to qualify them as suitable CRM integrations for QuickBooks are considered.

4. Flexibility

The tools on this list are very flexible and allow you to change different modules in accordance with your requirements.

What are the Benefits of using a CRM for QuickBooks?

With the business focus slowly shifting from product-centric to customer-based, Customer Relationship Management (CRM) is becoming more prevalent. You can manage your projects, challenges, and data all on one platform in real time if you have an excellent CRM. In fact, by integrating CRM software with your current QuickBooks, you can save time and increase overall productivity. The article delves into the various benefits you get to experience when you use CRM with QuickBooks for daily inspection of client accounts, financial information, and more.

Let us have a look at the various perks you get to enjoy when you use CRM applications in conjunction with QuickBooks.

1. Protection of Synced Data

The CRM team in your company greatly benefits from this connectivity as they can access customer information and the accounting team can do the same. The data is not only synchronized in both directions but is also extremely secure. With this integration, you can reply promptly to client issues and offer exceptional client service.

2. Streamline Sales Procedures

3. Minimize Duplication to Boost Data Integrity

4. Effective Management of Leads

5. Proper Syncing of Inventory Details

Top 10 Best QuickBooks CRM Software of 2024

1. HubSpot

You can easily manage client interactions and transactions from a single platform thanks to HubSpot’s seamless CRM integration with QuickBooks. It is a free tool that may be used to enhance customer relations and accelerate business growth. HubSpot makes it simple to track customer activities and provide personalized services to increase brand loyalty.

Key Features:

  • View QuickBooks transactions and keep track of client interactions in specific contact records.
  • To improve contact management, automate tasks.
  • With a clean and thorough sales pipeline view to keep track of leads.
  • Get alerted when prospects open or click on your emails, and track the amount of engagement for each one.
  • Increase the number of customers with personalized bulk email campaigns.


  • Plans start from $45/month.
  • Free versions are also available.


  • Data from many sources is automatically added to contact profiles to enhance them.
  • View your CRM data while on the go by using the mobile app.


  • The tool has a high price point.
  • More advanced reporting capabilities are required.

2. Zoho CRM

3. BIGContacts

4. Nutshell

5. Pipedrive

6. Insightly

7. Freshsales

8. Keap

9. EngageBay

10. Salesforce

What are the Benefits of QuickBooks CRM Integration

Read the below points to know the benefits of QuickBooks CRM Integration:

  • Making it simpler to deliver quotes, invoices, and reminders to customers reduces the sales cycle.
  • You can keep track of preferences and give your customers more personalized experiences by using a CRM product that can be integrated with QuickBooks.
  • The data is automatically synchronized between both platforms; you may save the hassle of manually logging everything.
  • Your sales and accounting departments can work together to increase company profitability by exchanging information more effectively.
  • Track all related invoices and access your customer’s payment histories to improve your chances of upselling.
  • To examine your financial performance and pinpoint areas for development, create reports. Additionally, it gives you more power to decide how to go moving forward.
  • Keep track of overdue payments and receive real-time alerts when there are updates.
  • Only add converted prospects to the QuickBooks account to maintain accurate financial records; other leads can be stored in the CRM system.

Choose the Right QuickBooks CRM

The correct CRM may effectively increase QuickBooks’ efficiency with powerful contact management and automated processes. It can be difficult to choose the best CRM tool. To delight customers and keep them as customers for years to come, you must invest in technology that automates and simplifies key business processes. It should be simple to integrate the tool you choose with QuickBooks. It must also satisfy the particular needs of your business.

Consider the following factors while choosing the best QuickBooks CRM integration:

  • The tool’s scalability and price policy
  • Tool’s simplicity of QuickBooks integration
  • Instrument’s automation features
  • Whether it allows access via mobile
  • Features for synchronizing data
  • The particular needs of your team
  • Customization provides by the tool

CRM and QuickBooks integration can provide a complete view of your customers in one location, saving time for your company. Additionally, you can get important insights to boost business performance and customer happiness. The 10 CRMs that integrate with QuickBooks are mentioned above. The above blog is simple and contains straightforward solutions. You will get all the necessary points above. You can connect with Dancing Numbers team via LIVE CHAT.

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+1-800-596-0806 or chat with experts.

Frequently Asked Questions (Faqs)

Does QuickBooks have a CRM Program?

For larger teams who need to increase the functionality of QuickBooks Online, CRM Pro is ideal. Sync and manage estimates, sales orders, invoices, and other documents. Accept payments online. Web-to-lead forms can be used to track opportunities and collect prospects.

Do You Need QuickBooks and a CRM?

However, it doesn’t offer anything to assist you in managing your leads and customers. Therefore, it’s important to integrate QuickBooks with a CRM when you want to start increasing sales and providing individualized support to your customers.

Which CRM is Easy to Use?

Freshsales Suite offers the most user-friendly design, guides you through setup with simplicity, and has the most basic, yet powerful features available, making it the easiest CRM system to use.

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