Best CRM for Quickbooks Online
Overview of the top CRMs that integrate with QuickBooks Online, highlighting Nutshell, Method, Insightly, Zoho, Microsoft Dynamics 365, Salesforce, Copper, Freshsales, and GreenRope, with varying depths of data sync and automation.
Ideal Customer Profile
Sales and finance teams needing synced customer and financial data between QuickBooks and a CRM.
Common Pain Points
- •Manual data entry between QuickBooks and CRM
- •Limited or no real-time two-way data sync
- •Invoicing/workflow automation gaps within the CRM
- •Difficulty viewing QuickBooks payment history from the CRM
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 to send people, companies, and leads to QuickBooks
- Create invoices in QuickBooks from Nutshell
- Direct importer to import QuickBooks customers
- Zapier integration for cross-app automation
- Sales and revenue reporting
Pros
- ✓Native QuickBooks Online integration
- ✓Direct QuickBooks data import
- ✓Zapier integration for automation
- ✓Strong reporting capabilities
"Nutshell delivers a high-powered native QuickBooks integration plus automation options, enabling seamless syncing and invoicing from within the CRM."
Perfect For
Companies whose #1 priority in a CRM is how well it plays with QuickBooks, but don’t need full-featured CRM.
⚡ Key Features
- Integrates with every QuickBooks product
- Create estimates and invoices from within Method
- Syncs contacts across QuickBooks and Method
Pros
- ✓Broad QuickBooks compatibility
- ✓Good for QuickBooks-centric workflows
Cons
- ✗Lacks full-featured CRM features like pipeline automation and built-in phone capabilities
"Ideal for QuickBooks-focused workflows, but may miss deeper CRM functionality."
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 history of customers across QuickBooks records
Pros
- ✓Easy to install
- ✓Good visibility into QuickBooks data
Cons
- ✗Cannot create invoices or accept payments directly from Insightly
"Provides strong QuickBooks data visibility but limited in-CRM billing actions."
Perfect For
Companies who need a customized, advanced QuickBooks/CRM software relationship.
⚡ Key Features
- Create timesheets
- Integration reports
- Bills
- Automatic sync of invoices and expenses to QuickBooks
Pros
- ✓High customization and control over QuickBooks integration
Cons
- ✗Initial manual setup required
"Zoho offers deep customization for QuickBooks integration, with strong data sync after setup."
Perfect For
Companies that need a customizable platform with all-embracing CRM functionality.
⚡ Key Features
- Automated data exchange with QuickBooks for contacts and accounts
- Variable synchronization frequency
- Embedded AI for workflows
Pros
- ✓Robust, all-in-one CRM platform
- ✓AI-driven insights
Cons
- ✗Complex setup
"Dynamics 365 provides comprehensive CRM with AI for complex workflows, suitable for customization needs."
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
Pricing alignment with budget
- 2
Ease of integration with QuickBooks and required third-party tools
- 3
Data synchronization capabilities and frequency
- 4
Automation and workflow features
- 5
Team onboarding and mobile accessibility
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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