Best CRM Software for Quickbooks
This guide highlights the top CRMs that integrate with QuickBooks, focusing on native or deep QuickBooks connections. Nutshell, Method, Insightly, Zoho, and Microsoft Dynamics 365 offer the deepest integrations—enabling invoice creation, contact syncing, and automation—while others provide lighter QuickBooks visibility. Use this to pick a CRM that fits your QuickBooks workflow, data sync needs, and desired CRM scope.
Ideal Customer Profile
Sales teams and SMBs seeking strong QuickBooks integration to streamline invoicing, contact syncing, and revenue reporting within a CRM.
Common Pain Points
- •Manual data transfer between QuickBooks and CRM is time-consuming and prone to errors
- •Not all integrations support full two-way data sync (invoices, payments, etc.)
- •Some CRMs cannot invoice directly from the CRM or process payments
- •Initial setup can be complex for deeper QuickBooks integrations (e.g., Zoho)
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 contacts/leads to QuickBooks
- Ability to create invoices in QuickBooks from the lead page
- Direct importer to migrate QuickBooks data into Nutshell
- Zapier integration to trigger QuickBooks actions
- Robust contact management and customizable CRM
Pros
- ✓Native QuickBooks Online integration
- ✓Highly customizable CRM
- ✓Two-way data syncing via Zapier
- ✓Direct importer for QuickBooks customers
"The QuickBooks Online integration is a great mix of sophisticated and simple that lets users migrate customer information and create invoices from within the CRM in a few simple steps."
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
- Invoice directly from Method
- Syncs contacts across both platforms
- Performs QuickBooks tasks (estimates to invoicing) from within the system
Pros
- ✓Broad QuickBooks compatibility
- ✓Strong QuickBooks task integration
Cons
- ✗Lacks pipeline automation
- ✗Lacks customizable reporting
- ✗Lacks built-in phone capabilities
"Method offers solid QuickBooks features but falls short on broader CRM capabilities like pipeline automation and built-in phone features."
Perfect For
Businesses that need advanced project management features in their CRM
⚡ Key Features
- QuickBooks Online tab to view payment history and status
- Complete history of each customer in your books
- Easy installation and simple use
Pros
- ✓Easy QuickBooks integration
- ✓Good visibility into payment history and customer history
Cons
- ✗Cannot create invoices or accept direct payments from within Insightly
"Insightly’s integration is simple to use, easy to install, and offers you a lot right out of the box."
Perfect For
Companies who need a customized, advanced QuickBooks/CRM software relationship
⚡ Key Features
- Timesheets, integration reports, and bills in QuickBooks
- Automatic sync of invoices and expenses back to QuickBooks
- Post-setup manual configuration for initial QuickBooks setup
- Push QuickBooks data via integration dashboard
Pros
- ✓Highly customizable QB/CRM relationship
- ✓Great control after setup
Cons
- ✗Initial manual setup required
"The upside to all this complexity? 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 exchange of data related to contacts and accounts
- Synchronization frequency can be varied by data type
- Embedded AI to support customer management workflows
Pros
- ✓Comprehensive, customizable platform
- ✓Embedded AI and strong CRM functionality
"Dynamics 365 is a top-rated CRM with robust data management and automation to support complex sales workflows—from lead to billing."
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 deep QuickBooks integration (native or via Zapier) to maximize data sync and automation.
- 2
Decide whether you need full CRM capabilities or primarily QuickBooks data visibility; lighter options exist, but deeper integrations offer more automation.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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