10 Best CRM Software for QuickBooks 2022 (Free & Paid)

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!

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» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.

List of Best CRMs That Integrate With QuickBooks

Method CRM - Best QuickBooks CRM for Small Business

1. Method CRM – The best QuickBooks CRM on the market

Our Score 98/100

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

Method CRM Reviews

Method Integration

Canada

51 – 200

2010

$25.00 /month

Yes

4.2

90+ Reviews

4.4

160+ Reviews

Salesforce CRM - Best CRM That Integrates With QuickBooks

2. Salesforce CRM – Best CRM Software for QuickBooks

Our Score 98/100

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

Salesforce CRM Reviews

Salesforce

United States

10000+

2003

Not provided by vendor

Yes

4.4

17000+ Reviews

4.3

12900+ Reviews

Nutshell - Best QuickBooks CRM Integration

3. Nutshell – All-in-one CRM Software with QuickBooks Integration

Our Score 98/100

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

Nutshell Reviews

Nutshell

United States

11 – 50

2009

$27.00 /month

Yes

4.2

370+ Reviews

4.2

680+ Reviews

Bitrix24 - Best CRM that Integrates with QuickBooks

4. Bitrix24 – Free QuickBooks CRM Software

Our Score 97/100

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

Bitrix24 Reviews

Bitrix

United States

51 – 200

1998

$61.00 /month

Yes

4.1

500+ Reviews

4.1

470+ Reviews

Insightly CRM - Best QuickBooks Online CRM Software

5. Insightly CRM – More than 10,000 Insightly users count on QuickBooks

Our Score 97/100

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

Insightly CRM Reviews

Insightly

United States

51 – 200

2010

$29.00 /month

Yes

3.9

500+ Reviews

4.2

700+ Reviews

Vtiger CRM - Best CRM Integration with Quickbooks Online

6. Vtiger CRM – Best CRM for QuickBooks Integration

Our Score 97/100

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

Vtiger CRM Reviews

Vtiger

United States

51 – 200

2003

Not provided by vendor

Yes

4.3

300+ Reviews

4.3

380+ Reviews

Keap CRM - Best CRM Integration for QuickBooks

7. Keap CRM – Easily Integrate QuickBooks Online with Keap

Our Score 97/100

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

Keap CRM Reviews

Keap

United States

201 – 500

2001

$59.00 /month

Yes

4.1

1100+ Reviews

4.2

1400+ Reviews

Apptivo - Quickbooks CRM Integration Software

8. Apptivo – Best CRM for QuickBooks

Our Score 96/100

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

Apptivo Reviews

Apptivo

United States

201 – 500

2018

$10.00 /month

Yes

4.4

600+ Reviews

4.3

120+ Reviews

Copper CRM - Best QuickBooks CRM for Accounting Integrations

9. Copper CRM – Best QuickBooks CRM Software

Our Score 96/100

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

Copper CRM Reviews

Copper

United States

51 – 200

2013

$29.00 /month

Yes

4.4

500+ Reviews

4.5

1000+ Reviews

Pipeliner CRM - Best CRM for Quickbooks Integration

10. Pipeliner CRM – Consolidate Accounting & Sales with QuickBooks/Pipeliner CRM

Our Score 96/100

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

Pipeliner CRM Reviews

Pipeliner

United States

51 – 200

2011

Not provided by vendor

Yes

4.6

200+ Reviews

4.6

440+ Reviews