What CRMs Integrate with QuickBooks?

Several CRMs integrate seamlessly with QuickBooks, enhancing customer relationship management alongside financial tracking. Notable options include Method CRM, known for its deep integration capabilities; Nutshell, which offers a user-friendly interface; and Zoho CRM, providing advanced customization. Other options like Salesforce, Freshsales, and Copper also connect with QuickBooks, catering to various business needs and preferences.

Here are some notable CRMs that offer QuickBooks integration:

1. Method CRM

Integration Features: Method offers a patented two-way sync with QuickBooks, ensuring that customer information is always up-to-date. It allows users to track customer interactions and automate various tasks.

Best For: Small businesses looking for a deep integration with QuickBooks.

Pricing: Starts at $25/month per user.

2. Nutshell

Integration Features: Provides native integration with QuickBooks Online, allowing users to send contacts and leads directly to QuickBooks. It also facilitates invoice creation from within the CRM.

Best For: Sales teams needing a full-featured CRM with QuickBooks integration.

User Experience: Known for its simplicity and effectiveness in managing sales processes.

3. Zoho CRM

Integration Features: Offers capabilities to sync invoices and expenses back to QuickBooks, create timesheets, and generate integration reports.

Best For: Companies requiring a customizable CRM solution that integrates well with QuickBooks.

4. Salesforce

Integration Features: While Salesforce can integrate with QuickBooks through third-party tools like Zapier, its direct integration options have been limited in recent years.

Best For: Organizations looking for a robust CRM with extensive customization options, though integration complexity may be higher.

5. BIGContacts

Integration Features: Automatically synchronizes data between BIGContacts and QuickBooks, allowing users to view transaction histories within contact records.

Best For: Small businesses seeking an intuitive CRM with strong automation features.

Pricing: Offers a free plan for startups and paid plans starting at $9.99/month.

Conclusion

When selecting a CRM to integrate with QuickBooks, businesses should choose a solution that best fits their operational needs.

To find the best software tools for small businesses, check out the following lists:

• QuickBooks CRMs
• Biometric Time Clocks
• Construction Estimating Software for Small Business
• Property Management Software for Small Landlords

References