Who said that QuickBooks does not have a CRM system? On the contrary, QuickBooks offers you a full-featured business and financial management suite with advanced tools for accounting, inventory, payroll, tax-filing, invoicing, tracking bank accounts, etc., The best CRM for QuickBooks integrates with these features and enables you to manage them under a single platform. The best CRMs that Integrate with QuickBooks make the delivery of quotes, invoices, and customer reminders easier by reducing the sales cycle length. The benefits you get from QuickBooks CRM are eliminating double data entry, reducing data security risk, ramping up work efficiency, automated sales process, and managing the contacts from prospects for closing in one integrated platform. Research the list of the best CRM to use with QuickBooks to learn more!
What are the Best CRM for QuickBooks?
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List of Best CRMs That Integrate With QuickBooks
1. Method CRM – The best QuickBooks CRM on the market
About Method CRM: Method CRM is a fast, effective and uncomplicated tool that connects with all the sources of data available to your company. In order to be successful in today’s world of marketing, it’s essential for companies to develop effective and efficient resources for their campaigns. Connecting with Method CRM will give you the chance to make use of valuable insight from different platforms. Your business can benefit from the new software with list building, marketing automation, analytics, campaigns reporting and player database management, etc.
Method CRM Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“We use QuickBooks Enterprise and had a terrible time finding a sync that would be instantaneous. Method has streamlined just about every process in our business, from writing orders to sending POs and many other functions.” – Nick Robinson
51 – 200
2. Salesforce CRM – Best CRM Software for QuickBooks
About Salesforce CRM: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.
Salesforce CRM Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino
Not provided by vendor
3. Nutshell – All-in-one CRM Software with QuickBooks Integration
About Nutshell: Nutshell CRM is the ideal app for anyone who’s looking to improve their customer service and sales. It has some truly creative features that are sure to transform any business. It also has a number of exciting and unique features which allow users to set up time-based opportunities for meeting with potential customers. Users can also leave feedback and ratings for other businesses, making the app into a social network of sorts. Nutshell CRM is your one-stop-shop for tracking deals and offers, scheduling appointments, sending emails and texts, collecting payments, and following up with leads. It offers a free trial of their software.
Nutshell Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“I looked through a list of 10 or 15 different CRMs and Nutshell seemed like the most natural fit! The interface was beautiful, it looked really intuitive, and it just seemed like it wouldn’t be a nightmare to use. A day or two into the trial I was already using it as an integral part of our business.” – James Miille
11 – 50
4. Bitrix24 – Free QuickBooks CRM Software
About Bitrix24: Bitrix24 CRM is a web-based CRM software marketed as an all-inclusive solution that can be used by small and large enterprises. It can customize its interface to specific business needs. Bitrix24’s users have access to a suite of powerful CRM tools and other publishing and collaboration options for personal and business use. It features social media & email marketing technology that enables users to build trusting relationships and track their interactions.
Bitrix24 Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“Bitrix24 CRM is an excellent tool for improving interaction with your customers, as it includes instruments for creating reports and analyzing sales and marketing campaigns, so that you can gain a clear insight into your company’s results and know whether or not your efforts are paying off.” – Üwen Ergün
51 – 200
5. Insightly CRM – More than 10,000 Insightly users count on QuickBooks
About Insightly CRM: Insightly CRM is a software solution for small and large businesses. Insightly CRM has plenty of features to help you manage your workflow and stay in touch with your customers. Insightly CRM is available for U.S. and Canada only. It is available in several languages, including English, French, German, Italian, Spanish, Dutch, and more. CRM system is designed for teams that want to manage their clients, leads, and contacts on the go. It’s a very flexible tool that can be adapted to different industries with its modules.
Insightly CRM Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“Bridging the gap between sales and marketing has always been important to us, and Insightly makes it easy to facilitate open communication between departments. We are excited to continue to capitalize on the tools that we’ve never had before. The opportunities within Insightly are endless.” – Chris Reider
51 – 200
6. Vtiger CRM – Best CRM for QuickBooks Integration
About Vtiger CRM: Vtiger CRM is a web app that integrates with web apps like Gmail, Outlook, and other tools to manage lead-based marketing campaigns. With Vtiger CRM, you can use your site’s content to create campaigns, build and maintain relationships with leads and customers through email or social media channels or integrate your site’s user database. Vtiger CRM is not just for large companies managing huge databases of leads or sales information. It also works well for small businesses that want to take their marketing efforts to the next level by building on what they already have in place on their website.
Vtiger CRM Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“We were looking for the best CRM on the market, we compared the capabilities and decided that Vtiger has the tools, characteristics, and features that we were looking for at an unexpectedly low cost per seat.” – Wilmer Oliveros
51 – 200
Not provided by vendor
7. Keap CRM – Easily Integrate QuickBooks Online with Keap
About Keap CRM: Keap CRM is a professional cloud-based CRM and contact management software that is easy to use and manage. It is simple to use, yet powerful enough to be used in bigger companies and large enterprises. Keap CRM has been primarily designed for small businesses but can also be used by medium or large companies. Its features include task management, scheduler, security logins, time tracking, sales pipeline management, customer care automation with support ticketing, and SMS/phone call recording.
Keap CRM Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“We looked at our business model, we were able to hire our first business coach, and Keap gave us enough breathing room to identify the bottlenecks in our production and sales systems. Ultimately, ALL the success MiSyte.com has enjoyed comes back to my decision to purchase Keap in 2014.” – Jamie Gilleland
201 – 500
8. Apptivo – Best CRM for QuickBooks
About Apptivo: Apptivo CRM is a cloud-based collaboration and project management tool that can be used across devices and platforms. It allows teams to streamline collaboration processes with access to all the real-time project data needed. Apptivo CRM can be synced with multiple contact databases, including time tracking for all users, task management, file sharing, expenses, and invoicing. It also integrates with Gmail, Google Calendars, etc. – making it easy to centralize user data in a single location. Apptivo offers mobile apps on android and iOS so teams can access essential data on the go.
Apptivo Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality!” – Don Lindsey
201 – 500
9. Copper CRM – Best QuickBooks CRM Software
About Copper CRM: Copper CRM is a leading provider of intelligent software systems for different industries. Through its cloud-based platform, Copper CRM provides business-grade capabilities to users to win today’s competitive marketplace. Copper CRM offers a wide range of standard customer relationship management (CRM) software features, including lead management, case management, and quote management, as well as marketing automation features, such as multi-channel lead capture and eCommerce capabilities.
Copper CRM Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“I love that Copper is simple, easy to use, and intuitive. Our business is all about relationships and it helps us build better relationships with our clients.” – Crescent Diamond
51 – 200
10. Pipeliner CRM – Consolidate Accounting & Sales with QuickBooks/Pipeliner CRM
About Pipeliner CRM: Pipeliner CRM is a cloud-based sales and customer relationship management system that saves you time by enabling you to focus your energy on the essential tasks of your job. Designed for pipeline management, Pipeliner CRM provides everything you need for managing your sales process, from lead qualification to quote generation and win/loss reporting. The system includes all the basic features you will need, such as sales pipeline management and contact tracking. In addition, Pipeliner CRM includes other features that are not offered by its competitors.
Pipeliner CRM Features: QuickBooks Integration, Data Synchronization, Contact Management, Lead Management, Sales Forecasting, Invoice Tracking, Invoice Management, Vendor management, Payment Management, Project Management, Workflow Automation, Custom Reporting
“When looking for a CRM, you come across multiple options, however, finding something so rich in features and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner, with simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it.” – Eduardo Pinzon
51 – 200
Not provided by vendor
CRM for QuickBooks Buyer’s Guide
» What is CRM for QuickBooks?
With a CRM, you can turn your leads into customers, opportunities into deals, and your clients into true brand ambassadors. It’s not just about understanding who your customers are but also understanding how they think and what they want.
CRMs for QuickBooks are about more than just closing more deals or making more money. The truth is that CRM is a system designed to help you run your business smarter. It’s a platform that allows you to make more productive use of your time and resources to be focused on what matters most to your business.
CRMs for QuickBooks is software that assists in running your business and is used by many companies and individuals to keep track of customer activity, sales, leads, contacts, and many other things. It's a type of software used with QuickBooks to help you manage your customers, their activities, and your relationship with them.
With CRMs for QuickBooks, you can keep track of and manage every deal and your leads, so they are organized and available when you need them most. A QuickBooks CRM integration can help you organize your business, making it easier to manage the goings on at each department. Practical problem-solving and innovation are crucial steps in the growth of any business, especially smaller ones. One of the best ways to expand your company is by using CRM technology to improve customer retention and turn your prospects into customers. You can use the QuickBooks CRM integration to delegate tasks, so there's less time spent on administrative efforts. This frees up more time for your business’s core functions.
» Benefits of CRMs for QuickBooks
When managing a business, it's essential to have a system in place; CRMs are one of the most efficient methods. Here, we will discuss some benefits of using CRMs for QuickBooks.
Here are some benefits of CRM for QuickBooks:
› Customer engagement:
While you can use your CRM and excellent QuickBooks to keep track of customer information CRMs and purchase history, it's a great tool for keeping in touch with customers. CRMs can allow you to send newsletters, special offers, and other timely messages designed to drive sales. This software will enable you to connect with past and current clients to nurture relationships while continuing to drive more business.
› Increase sales:
If you're trying to increase sales, generating new contact information is a great way to do so. Various tools can allow for website lead management and bulk mailing, but if you're looking for the easiest way possible, CRMs are the best option. These have been specifically designed to generate contact information from within your business and will make it easier than ever to generate leads and keep track of your customers' data.
› Reduce training time:
CRMs are a huge time saver because they store all information in one place. You get it in one spot instead of sending data to multiple systems or entering it into different areas. This will help you to spend less time training new employees, as it's easier to sync the system and introduce current ones. Portability allows for portability. A CRM will make this process seamless if you need to take information from one location and put it in another place.
› Customer segmentation:
Here, we'll discuss using customer segmentation, also known as "marketing automation." When utilizing a CRM for QuickBooks, you can track which customers are responding to sales opportunities and which ones are purchasing specific products. This way, you can target potential clients with the proper messaging and products at the right time. A CRM is great for increasing conversions, but it's also important to target your customers based on the information they provide. For instance, if you know that a client is interested in buying a specific diaper, you can send an email ahead of time and remind them about it.
› Combination of marketing automation:
Another benefit of using a CRM for QuickBooks is that it can provide a combination of marketing automation and tools for salespeople. With marketing automation, you can automate emails and other timely messages designed to trigger sales. However, with CRMs, you can utilize tools such as appointment setting or contact management to increase the efficiency of your sales team.
› Technical support:
Finally, if you're interested in the best customer service possible and want to ensure that your information is backed up and secure, then a CRM will help immensely. These systems provide technical support 24/7 and are also perfect for multi-location businesses since they allow easy data synchronization from one location to another.
» Features of CRM for QuickBooks
A CRM is a perfect solution for any small business owner looking to save time and increase productivity. CRMs tie in seamlessly with QuickBooks, so you can have increased visibility into customer interactions, track sales leads, manage invoice follow-ups, and more. Here are some features of CRM for
Communicate Easily- Gone are the days of spending hours typing an email to a client or scheduling an appointment. A CRM for QuickBooks allows you to spend less time organizing and scheduling appointments and more time meeting with clients and closing deals. You can also use it to communicate with employees, create reminders and share important information quickly.
› Track Your Leads:
Tracking leads is critical if you are looking to build your business. A good CRM will allow you to know precisely who your charges are, what they need, and how they might buy from you in the future. This will enable you to focus more on selling rather than trying to figure out whom you need to contact next.
› Schedule Appointments:
A CRM for QuickBooks allows you to schedule appointments with clients quickly and easily. This saves time and enables you to focus on what is essential- meeting with clients and closing deals.
› Manage Client Contact Info:
A good CRM for QuickBooks will allow you to store client contact info, track their interests and follow up on interactions you have had with them. This keeps your information streamlined, organized, and easy to access so that you can make the most of the time you spend with clients each day.
› Invoicing Makes Your Invoices a Snap:
Easily manage your invoices with a trusted cloud-based invoicing system perfectly integrated with your CRM for QuickBooks. You can send invoices out automatically, save them in the cloud, and track other important info such as when they were opened, paid, and more. This allows you to track all your business info in one central location easily.
› A Good CRM is Never Complicated:
A good CRM for QuickBooks will be easy to use and understand, so you can spend less time learning how it works and more time putting it to use. You should be able to add new contacts, schedule meetings, and send invoices without asking how it works.
› Your CRM Should Work with Your Schedule:
A good CRM for QuickBooks allows you to access your information anytime. You can access your contact lists and other important info when you are out of the office, enabling you to work on your business no matter where you are!
› Connect easily with social media:
Communicate with leads, clients, and other customers via a CRM for QuickBooks that integrates seamlessly with Facebook, Twitter, and more! This saves time and helps you reach more clients in a short amount of time.
› A CRM Should Keep You Organized:
A good CRM for QuickBooks automatically organizes your contacts and other important information so that you have a streamlined view of your business info. This saves time and allows you to work more efficiently than if you were trying to keep track of everything on your own.
» How much does a CRM for QuickBooks Cost?
There is more than just one-size-fits-all pricing for CRM software. The market is segmented into small and enterprise editions, with different pricing models. Some are flat fees, while others charge based on the number of users.
If you only live or die by your data, you can pay for more information about the people who might buy from you or give your product a favorable review. Some CRM packages even let you track social media mentions and customer interactions to get a holistic view of how your company is perceived online.
It will help you improve customer service by using data to make smarter decisions. If you're not a fan of CRM, that doesn't mean it's a waste of money. But if you're happy with QuickBooks, keep reading to learn how much CRM will cost.
Cloud-based programs cost around $14,000 to $18,000 per year. Business plans may cost $10,000 (if you already have a QuickBooks company) to $13,000 (if you need to plan the program from scratch). If you don't have a QuickBooks company, add a couple of hundred dollars per user per month. Your board members will love this part of the process! It will sometimes include a Processing fee of $2,400 to $3,000 per year.
» What to consider before buying CRM for QuickBooks
Nowadays, CRM systems have become an integral part of QuickBooks. And while these systems are definitely worth the investment if you're running a business with a team, they might not be worth it if you're solo or just have one or two employees. To help you make an informed decision, what to consider before purchasing a CRM for QuickBooks, and how to decide which is best for your needs and budget.
In today's growing world, even small businesses have to have some kind of customer relationship management software. This can be as simple as your spreadsheet and contact information and details, but it should be able to track your customer relationships.
QuickBooks is one such software that you can use for CRM purposes. QuickBooks is not highly robust and is seen more as accounting software. This could lead to issues if you're trying to track sales leads or customers in other ways rather than using your standard accounting functions.
› Cloud or On-premise CRM:
You first need to consider whether you want to use the software as a cloud CRM or have it installed on your machine. Both options have pros and cons, with on-premise CRMs being better in most cases.
› On-premise CRM:
These are installed on your machine and require full software installation. You have complete control over the fields you can add to these and customize them according to your needs. Whereas, when using cloud CRMs, you can get some basic features as part of the service provided and then upgrade those if and whenever you require more advanced features than are already provided.
› Cloud CRM:
These use cloud computing to store the data in your CRM. They're better for larger companies with a bigger budget since you pay monthly or quarterly for your service. This ensures that you have access to the software from anywhere and do not have to depend on a particular type of computer with a specific operating system.
› Sales Person vs. Customer Relationship Management:
With salesperson CRMs, you can track leads more quickly and even follow each salesperson's performance. You can also use these to set goals and targets for each salesperson, which can help you get a more accurate picture of how well your business is doing.
On the other hand, customer relationship management systems help you track individual customers, and even their sales lead from them. You'll be able to see when each customer is likely to become a loyal customer and so can tailor your services accordingly.
› Marketing vs. Customer Relationship Management:
Any business that sells anything needs to have a marketing strategy in place and provide customers with premium service. These two goals are opposite, but they can be used together to increase your business's opportunities for success. In some cases, you might need CRM systems to help with both.
› Email vs. Phone vs. Web Marketing:
Like any kind of marketing, you will need to have email campaigns and phone calls in place, but how you do, it will be different. In some cases, you'll also want to have a website that is up-to-date and easy to access. You want to get the most out of all three channels, but your choices could become limited if your CRM software only provides one or two methods.
When it comes to any kind of software, there is always the issue of budget. But when it comes to CRM systems, you're likely to pay more than you have. So if you're a solo business and unwilling or able to pay for something like this, then your budget will be even more critical than usual.
Most businesses will need features such as emailing or calling customers or hosting a website that supports their products and services. Some other possible features are message boards, task management, and invoicing, which all come into play here or may not, depending on what type of business you run.
QuickBooks can handle everything from your finances to your inventory, but it comes with something other than built-in features for sales and marketing. Utilizing a CRM like Salesforce or HubSpot, you can track leads and keep track of customer information across various platforms. This is incredibly helpful if you need to generate new contact information or analyze customer behavior across numerous channels.