Best CRM for Quickbooks
This guide reviews CRMs that integrate with QuickBooks, highlighting deep integrations (Nutshell, Method, Insightly, Zoho, Microsoft Dynamics 365) and lighter options to help sales teams sync contacts, invoices, and payments, streamline workflows, and reduce data silos. It covers why QuickBooks integrations matter, what to look for when choosing a QuickBooks CRM, and practical buying considerations plus a case study of ROI from CRM-QuickBooks integration.
Ideal Customer Profile
Small to mid-sized businesses seeking seamless two-way data sync between sales and accounting, with a focus on invoice creation, contact syncing, and workflow automation.
Common Pain Points
- •Disparate data between CRM and QuickBooks leading to manual data entry
- •Lack of visibility into invoice status and payments within the CRM
- •Fragmented workflows causing delays and data errors
- •Need for easy setup or dependency-free integration with QuickBooks
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Sales teams looking for a full-featured CRM
⚡ Key Features
- Native QuickBooks Online integration
- Send people, companies, and leads to QuickBooks
- Create invoices in QuickBooks from within Nutshell
- Zapier integration for cross-platform automation
- Direct importer from QuickBooks Online to Nutshell
- Revenue reporting integration
Pros
- ✓Native QuickBooks Online integration
- ✓Highly customizable CRM
- ✓Zapier integration keeps records synced
"Nutshell is a sneaky powerful CRM and sales automation platform designed to help sales teams do things quickly."
Perfect For
Companies whose #1 priority in a CRM is how well it plays with QuickBooks, but do not need full-featured CRM.
⚡ Key Features
- Integrates with every QuickBooks product
- Invoice directly from Method
- Syncs contacts across QuickBooks and Method
Pros
- ✓Broad QuickBooks integration capabilities
- ✓Strong option when QuickBooks is central to sales
Cons
- ✗Lacks pipeline automation
- ✗Lacks customizable reporting
- ✗Lacks built-in phone capabilities
"Method offers strong QuickBooks integration but lacks some core CRM features."
Perfect For
Businesses that need advanced project management features in their CRM platform.
⚡ Key Features
- QuickBooks Online tab to view payment history and status
- Complete customer history within the CRM
Pros
- ✓Simple to use; easy to install
- ✓Solid QuickBooks integration
Cons
- ✗Cannot create invoices or estimates from Insightly
- ✗Cannot accept direct payments within the CRM
"Insightly prides itself on its QuickBooks integration, and they’ve done it well."
Perfect For
Companies who need a customized, advanced QuickBooks/CRM software relationship.
⚡ Key Features
- Timesheets
- Integration reports
- Bills
- Auto-sync of invoices and expenses to QuickBooks
Pros
- ✓High customization
- ✓Great control after initial setup
Cons
- ✗Initial manual setup required for QuickBooks integration
"Once you set up QuickBooks in Zoho, the level of control you get back is great."
Perfect For
Companies that need a customizable platform with all-embracing CRM functionality.
⚡ Key Features
- Automated data exchange for contacts and accounts
- Synchronization frequency variation
- Embedded AI for workflows
Pros
- ✓Customizable platform
- ✓All-embracing CRM functionality
- ✓Embedded AI supports opportunity management
"Dynamics 365 is a top-rated solution for sales management and has headed the Gartner list of the best Sales Force Automation Platforms for 11 years; Embedded AI helps elicit bigger deals and greater CLV."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Prioritize the depth of QuickBooks integration over general features when QuickBooks is central to your workflow.
- 2
Evaluate integration ease and whether a third-party tool is required to connect QuickBooks with the CRM.
- 3
Consider data synchronization, automation, onboarding support, mobile access, and compatibility with other tools to ensure the CRM fits your entire business.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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