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The 7 Best QuickBooks CRMs (Integrations + More) for 2025

Looking for the best QuickBooks CRM integration for your construction business? We’ve reviewed 7 of the best apps on the market to help you!

Luis Batongbakal
Luis Batongbakal
Last updated: 10 min read
Exporting employee timesheet to QuickBooks

QuickBooks excels at managing your financials. But a QuickBooks CRM can take things to the next level for businesses with complex operations, such as construction and field services. By integrating your accounting solution with a CRM, you can streamline project management, track leads, forecast sales, and simplify invoicing—all in one place. 

Let’s explore the best QuickBooks CRMs for 2025 to help you choose the right fit for your business. 

Top QuickBooks CRMs at a Glance
Our score
8.9
7.8
7.5
Best for
Construction project management
Streamlined sales tracking
Small business automation
Pricing
Starting at $6/mo. per user + $50 base fee
Starting at $24/mo. per user
Starting at $28/mo. per user
Our score
8.9
Best for
Construction project management
Pricing
Starting at $6/mo. per user + $50 base fee
Our score
7.8
Best for
Streamlined sales tracking
Pricing
Starting at $24/mo. per user
Our score
7.5
Best for
Small business automation
Pricing
Starting at $28/mo. per user

How our scoring system works

linksVector 1. Workyard

Features Pricing Pros and Cons Ratings and Reviews

In a nutshell

Workyard is the ultimate QuickBooks CRM for construction, field services, and property management, combining workforce management and financial control in one place.

As a certified QuickBooks partner, it eliminates the headaches of tracking labor, tasks, and costs with real-time GPS-powered time clocks and instant profitability reports. And with seamless QuickBooks integration, Workyard helps ensures payroll accuracy so your business stays efficient and profitable.

Key Features

  • Effortless integration with QuickBooks (Online and Desktop)
  • Robust project management with built-in team communication
  • Auto-syncing timesheets for accurate payroll processing
  • Real-time labor cost tracking for better budget allocation
  • Customizable time card reports and dashboards

Our Score

8.9
Full scoring breakdown →
Try integrating with Workyard now Book integration demo

Quick and Effortless QuickBooks Integration

Workyard syncs with QuickBooks in a snap. Whether you use QuickBooks Online or Desktop, all you need to do is log in to your QuickBooks account, link the two software together, and you’re all set.

Once connected, you can import your employee list to Workyard. You can also transfer existing projects and cost codes, with Workyard automatically creating geofences for every address stored in QuickBooks.

All data are synchronized instantly, preventing double data entry and improving information accuracy across the two platforms.

A list of Workyard's integration options in the web app. A list of Workyard's integration options in the web app.
Auto-sync settings for the QuickBooks integration in Workyard. Auto-sync settings for the QuickBooks integration in Workyard.
Workyard's interface for generating an API token with expiration settings. Workyard's interface for generating an API token with expiration settings.

Automated and Error-Free Payroll Processing

Connecting QuickBooks to Workyard’s workforce management system frees up time and money usually spent on tedious admin work.

Through Workyard’s best-in-class GPS time clock, workers can be automatically clocked in/out upon entering or leaving geofenced project locations. This hands-off approach to time tracking essentially prevents time-recording errors and time-stealing practices.

Every hour captured on Workyard’s mobile app instantly syncs to the server, ensuring accurate timesheet data that managers can review, edit, and approve in one sitting.

Workyard keeps your project’s profitability in top shape by:

  • Capturing up-to-date timesheets, complete with a detailed breakdown of each worker’s location and mileage throughout the shift.
  • Tracking time and labor costs spent on each task, helping you make adjustments on the fly, improve client billing, and create better estimates.
  • Giving you one place to review, edit, and approve employee timesheets, ensuring accurate payroll processing.

Streamlined Construction Project Management

Workyard simplifies project management to ensure everyone, from site workers to office staff, stays in sync.

The built-in job progress tracker within each scheduled task allows team members to update each other effortlessly. From Workyard’s mobile app, field workers can snap and upload photos, add notes, and send project-related file attachments to keep everything organized.

By pairing up QuickBooks with Workyard, you will give your team access to:

  • Real-Time Job Progress Tracking: Managers can assign checklists to ensure no crucial detail is missed, while workers can send updates with notes and photos.
  • Secure Cloud Storage: All past and present communications are securely stored, making it easy to revisit any task’s history.
  • Detailed Job Costing: Workers can tag their hours to specific projects and cost codes with each clock-in, providing a precise breakdown of time and labor costs.
  • Visual Calendar Tool: Scheduling tasks is as simple as dragging, dropping, and customizing jobs with checklists, labels, and geofenced locations.
Workyard's web app displays activity such as job site arrival and departure times. Workyard's web app displays activity such as job site arrival and departure times.
Users can click on a task to view more details on their Android device. Users can click on a task to view more details on their Android device.
Workyard captures hours worked per job and/or cost code for every project Workyard captures hours worked per job and/or cost code for every project
Workyard filters and displays tasks according to status ex. incomplete. Workyard filters and displays tasks according to status ex. incomplete.

Customizable Dashboard and Reports

Workyard’s dashboard and reporting features are designed to keep you on top of every project detail.

You can drill down into specifics by going to Workyard’s Project Hub and reviewing each project based on hours, mileage, travel time, and costs incurred.

Workyard is updated live, so every detail captured by your workers’ mobile apps instantly reflects in all the reports. This reliable synchronization enables you to make crucial data-driven decisions anytime.

With Workyard’s reporting feature, you can:

Download detailed task reports covering all checklists, photos, and notes shared on each task

Export individual or group timesheets to QuickBooks in one click

Generate job cost allocation report by project or employee and export it to QuickBooks

Workyard task report showing an incomplete task at Walmart. Workyard task report showing an incomplete task at Walmart.
Spreadsheet displaying employee clock-in and clock-out times in Workyard. Spreadsheet displaying employee clock-in and clock-out times in Workyard.
Workyard dash with a filter for viewing hours and cost for a specific project. Workyard dash with a filter for viewing hours and cost for a specific project.
View More Workyard Features View Less Workyard Features

Pricing

Free Trial?

14-day trial with no credit card required

Starter

$6 / mo. per user + $50 / mo. company base fee

Pro

$13 /mo. per user + $50 / mo. company base fee

Enterprise

Contact sales for more info

Pros and cons

Pros

Real-time data syncing for accurate record-keeping

Easy data import from QuickBooks

One-click timesheet exporting to QuickBooks

Integrated job cost tracking

Automated labor cost calculations
Cons

Not a traditional CRM

Specialized for workforce and project management

In-app and email notifications only

Best suited for field-based businesses

Ratings and reviews

Our score

9
9
9
9
9
8
10
Learn how our scoring system works
4.3/5
4.3/5
4.7/5

Workyard user Jeshua Pence gave a thumbs up to the app’s ease of use and ability to correct time entries.

Very user friendly
⭐ ⭐ ⭐ ⭐ ⭐

The clock in process is super simple. Correcting times in real time before the stamp makes it so much easier. Automatically detects the site when you arrive so the app already has the right site readily available.

More Workyard IoS reviews →

Android user Ralph Milton appreciated Workyard’s quick, accurate, and professional approach to customer service.

⭐ ⭐ ⭐ ⭐ ⭐

I work for a great company it’s called BM Marine construction. when there is an issue and if you need a question answered I’ve always gone to the work yard app you got any answer. they answer quick. and are very professional and do not beat around the bush they give you an answer that is accurate. so at the end of the day I love where I work and I love the things that they have in place to help us as employees to get the right information.

More Workyard Android reviews →

Office manager Michelle T. loved Workyard’s automatic clock-in reminders, job cost tracking, and real-time location monitoring. She also noted how the app can only tag a task to one cost code at a time, which can be inconvenient for workers juggling multiple cost codes for a single project.

Workyard
⭐ ⭐ ⭐ ⭐ ⭐

Pros: Workyard reminds employees to clock in and out and this has given our company more accurate time cards. The GPS feature has allowed us to better allocate time and costs to specific projects. Our company is moving throughout the day to many different job sites. The GPS feature helps us see if employee went on a job site that they employee may have forgotten to report.

Cons: When clocking in and out you have to assign your time to a project but can only charge to 1 cost code which for us means they employee has to make several entries to a lot there time when on the same job but performing different cost codes.

More Workyard Capterra reviews →
Start a free trial today Book a demo

2. Pipedrive

Pricing Pros and Cons Ratings and Reviews

In a nutshell

Pipedrive’s visual drag-and-drop pipeline makes it easy to see your entire sales process at a glance. You can effortlessly add deals, assign values, and set close dates, while color-coded cues help you prioritize deals before they go cold.

Pipedrive’s integration with QuickBooks ensures smooth financial management, syncing invoices and customer data seamlessly.

However, Pipedrive can become visually overwhelming when numerous deals are in the pipeline.

Also, the lack of clear separation between leads and contacts can be a hassle. As new deals automatically add the associated person as a contact, your contact list can quickly become cluttered.

Key Features

  • QuickBooks integration with real-time data synchronization
  • Automated invoice creation from Pipedrive deal details
  • Customizable sales pipelines and fields
  • Comprehensive reporting and revenue forecasting
  • Mobile CRM app for on-the-go access and management

Our Score

7.8
Full scoring breakdown →

Pricing

Free Trial?

14 days (no credit card needed)

Essential

$24/mo. per user

Advanced

$39/mo. per user

Professional

$64/mo. per user

Power

$79/mo. per user

Enterprise

$129/mo. per user

Pros and cons

Pros

Unlimited data storage

24/7 live chat support

Customizable reports and custom fields on all plans

Extensive integrations
Cons

New leads aren’t separated from contacts

Tricky drag-and-drop deal management interface

Phone support only available on the highest-priced tiers

Ratings and reviews

Our score

8
7
8
9
8
8
6
Learn how our scoring system works
3.7/5
3.1/5
4.5/5

The iOS user below praised Pipedrive’s simplicity but lamented the absence of repeating tasks, a long-requested feature crucial for managing regular customer interactions.

Excellent customer service but lacks repeating tasks / events – ⭐⭐⭐ 
Very good app. It handles several complex challenges in as simple/easy a way possible. BUT – it does not have repeating tasks. Users have been asking for repeating tasks for years, but nothing yet. If you have regular contact with customers, you have to create a new task for each year, quarter, renewal date, etc. Yes, you can work around it. But you’ll have to remember to schedule your next reminder rather than be able to have the software remember for you. Which is pretty much what CRM is supposed to do.

Android user Neil McCallum felt Pipedrive’s mobile app was restrictive compared to the browser version, forcing him to frequently switch to the desktop for complete functionality.

⭐⭐ 
The app is not bad, but it does lack quite a lot of the features and abilities of the browser based version/UI. I find I rarely use the app as a lot of the time I just cannot do in the app what I want/need to do, and I have to do it via the browser.

Zeynel B. commended Pipedrive’s intuitive design and customization but also highlighted its steep pricing and occasional UI complexities.

A Powerful Tool for Organizing and Prioritizing Sales – ⭐⭐⭐⭐ 
Pros: Pipedrive has been an incredibly helpful tool for helping me to organize and prioritize my sales. It has a really intuitive design that makes it easy to use and the customizable options allow you to tailor the platform to your own specific needs. The analytics and reporting features are also very comprehensive and provide valuable insights into our sales pipeline.

Cons: One downside to using Pipedrive is that the cost can be quite steep, especially if you want to unlock all the features. Additionally, there are some issues with the user interface that can be confusing at times.

3. Method

Pricing Pros and Cons Ratings and Reviews

In a nutshell

Method’s two-way syncing with both QuickBooks Online and Desktop can save you countless hours by ensuring real-time data synchronization. Its customizable workflows are another major plus, allowing you to adapt the system to your specific processes using intuitive drag-and-drop tools.

Method also includes a robust customer portal, where clients can access their information and make payments anytime. Additionally, Method excels in lead management, helping you capture leads via web forms and convert them into customers.

On the flip side, Method’s backend can be a bit confusing, especially for users who don’t log in frequently. The learning curve for customizing and automating workflows is quite steep.

Some users have pointed out that the interface feels a bit outdated and visually unappealing. The platform also falls short in marketing features and advanced reporting capabilities, particularly for custom fields.

Key Features

  • Two-way syncing with QuickBooks Desktop and Online
  • Customizable workflows and accounting automation
  • Client management with integrated communication tracking
  • Self-service customer portal for payments and information

Our Score

7.5
Full scoring breakdown →

Pricing

Free Trial?

14 days (no credit card needed)

Contact Management

$28/mo. per user

CRM Pro

$49/mo. per user

CRM Enterprise

$85/mo. per user

Pros and cons

Pros

Highly customizable platform

Robust customer portal

Comprehensive lead management tools
Cons

Steep learning curve

Limited marketing features

Complex backend interface

Potentially expensive customizations

Ratings and reviews

Our score

7
8
7
8
8
7
8
Learn how our scoring system works
2.3/5
3.5/5
4.1/5

iOS user Jeremy Hayden applauded Method’s extensive customization capabilities but highlighted concerns regarding backup limitations and the absence of direct coding for efficient template replication.

Syncs to QB beautifully – ⭐⭐⭐⭐ 
The biggest feature that I wanted was customization. They allow me to add my own tables and fields. I can add fields for extra data into their tables as well. All in all very happy with it. Some honest downsides: You cannot download and backup your customizations to your own storage. Has not been an issue yet, but always a nagging though in the back of my mind. They do not have a direct code option for customizations. It’s all drag and drop/ click options. This means that you can’t reuse templates you build very easily. Especially if building separate apps that you want to blend the look seamlessly. So customizing multiple screens takes longer than needed. But it works great when it’s done.

Android user PJ Abernathy reported persistent app crashes when attempting to call contacts, hindering crucial customer communication.

⭐ 
Google pixel 7a. My company uses this app. Has great features but when I try and select a number to call it from the contact page the app crashes. Every time. And I can’t even highlight and copy the number. I’m supposed to call every customer before I get there but can’t. We’ve brought this up multiple times and it hasn’t been fixed.

Capterra reviewer Cherie H. appreciated Method’s detailed features but cautioned about its complex setup, recommending technical expertise and significant time investment for customization.

For the technology savvy users, must be advanced IMO – ⭐⭐⭐⭐ 
Pros: This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Cons: The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

4. Capsule

Pricing Pros and Cons Ratings and Reviews

In a nutshell

With Capsule’s seamless synchronization with QuickBooks Online, you no longer need to worry about manual data entry errors. It ensures your customer interactions and financial data, like invoice status and payment due dates, are always current.

Capsule also allows you to create invoices and estimates directly from its interface, simplifying your sales process.

Moreover, the CRM supports customizable sales pipelines and offers a mobile app, so you can access your QuickBooks data on the go. With its focus on simplicity and efficiency, Capsule helps you manage contacts, track sales opportunities, and maintain strong customer relationships without disrupting your workflow.

On the other hand, Capsule users have noted that it lacks certain functionalities compared to other CRMs. For instance, Capsule does not offer an alphabetical listing of contacts or screen filters, making it harder to manage large contact lists efficiently.

Key Features

  • Contact synchronization with QuickBooks Online
  • Real-time financial data display within contact records
  • One-click invoice creation from sales opportunities
  • Sales, project, and marketing workflow automation

Our Score

7.1
Full scoring breakdown →

Pricing

Free Trial?

14 days (no credit card needed)

Free

No cost for up to 2 users

Starter

$21/mo. per user

Growth

$38/mo. per user

Advanced

$60/mo. per user

Ultimate

$75/mo. per user

Pros and cons

Pros

Kanban-style project management board

Free for up to 2 users and 250 contacts

Multiple pipeline creation and tracking

Quick follow-up emails using AI assistant
Cons

No available phone support

Limited advanced reporting

Poor integration capabilities

Limited features compared to other CRMs

Ratings and reviews

Our score

8
7
7
6
7
6
9
Learn how our scoring system works
4.5/5
3.9/5
4.5/5

iOS user JoppieCig praised Capsule’s system as a whole but criticized its lack of sorting options, contact organization features, and immediate customer support.

iOS Review:

Issues – ⭐⭐⭐ 
I can’t sort by group name or maturity date. Needs to be an indicator that contact has been contacted such a checkmark. Need to be able to separate each group. I don’t like contacts all together. Need go be able to call customer service and immediately be able to talk to someone. Good system just lacks customer service.

Android user Aussie Acoustic bemoaned Capsule’s basic features, neglected app development, and ineffective support, highlighting the broken Waze maps integration as a major flaw.

Google Play Review:

⭐⭐ 
But of a fail really. Basic features only. So much potential, but developer fails to fix issue with addresses now not linking correctly to Waze maps on Android which worked in the past. Support is very poor, they respond them don’t fix the problem on the app. For such a great CRM I don’t understand how they don’t invest more in great app development.

Robert J. on Capterra praised Capsule’s simplicity and workflow features but noted limitations in document generation, reporting capabilities, and notification flexibility.

Capterra Review:

A simple CRM that allowed us to hit the ground running – ⭐⭐⭐⭐
Pros: I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows – which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons: The system doesn’t have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV – so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn’t the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

5. Nutshell

Pricing Pros and Cons Ratings and Reviews

In a nutshell

Nutshell speeds up sales and accounting workflows by effortlessly migrating customer lists, automatically synchronizing contacts and leads, and allowing direct invoice creation from lead pages.

Furthermore, the AppConnect feature automates the creation of new QuickBooks customers and invoices upon winning leads, ensuring no invoice is overlooked and simplifying daily operations for construction businesses.

Unfortunately, some Nutshell users have noted the lack of advanced features that could enhance their experience. For instance, the absence of a notes section for scheduling activities on the accounts page and limited options in the scheduling activities drop-down box are common concerns.

In addition, Nutshell’s keyword search functionality and the difficulty in saving contact information without scrolling through extensive notes have also frustrated users.

Key Features

  • Automated lead-to-invoice creation
  • Seamless synchronization of contacts and leads
  • Data consistency across all platforms
  • Integration with other business apps via Zapier

Our Score

7.1
Full scoring breakdown →

Pricing

Free Trial?

14 days (no credit card needed)

Foundation

$19/mo. per user

Pro

$49/mo. per user

Power AI

$59/mo. per user

Enterprise

$79/mo. per user

Pros and cons

Pros

Easy QuickBooks integration

Streamlined invoicing process

Seamless data syncing

Automated workflows
Cons

Requires Zapier for some functions

Costly for small businesses

Basic reporting tools

Initial setup complexity

Ratings and reviews

Our score

7
8
7
7
6
7
9
Learn how our scoring system works
3.3/5
4.2/5
4.3/5

iOS user bythebay10 criticized Nutshell’s mobile app for lacking email functionality and integration with the phone’s default mail client.

No email functionality 🙁 – ⭐⭐⭐ 
The nutshell mobile app definitely isn’t as powerful as desktop but the biggest annoyance for me is that it doesn’t have the emails functionality built in like the emails tab in the bottom left of desktop nav bar. And to make matters worse, if you open a contact and click their email address, nothing happens. It should at least launch the outlook iOS app or whatever your phone’s default mail client is but it doesn’t. Wish nutshell would bring full email functionality including open tracking to the app.

Android user M L commended Nutshell’s general features but expressed frustration over the lack of call recording functionality for mobile sales professionals.

⭐⭐ 
This is supposed to be an excellent sales app, and in a lot of respects, it is. However, when you’re on the road, like most of us sales people are, you cannot record your calls from your android to nutshell. Or if you can I can’t figure out how to make it work. This would make my life as a salesperson significantly easier.

Celina S. praised Nutshell for enhancing team communication and productivity but found adding team members and utilizing all features confusing.

Streamlined CRM for Small Teams – ⭐⭐⭐⭐⭐ 
Pros: Nutshell has been a game-changer for our small team. It promotes open communication and makes tracking wins a breeze. With its intuitive interface, we can easily collaborate, generate insightful reports, and stay organized. It’s a must-have for any small team looking to boost productivity and efficiency. Highly recommended!

Cons: While Nutshell CRM has its strengths, I’ve found the process of adding team members and fully utilizing its features to be confusing. Despite its promising features, navigating the system for tasks like adding team members feels overly complex. Simplifying these processes would greatly enhance the user experience and make Nutshell even more valuable for small teams like ours.

6. BIGContracts

Pricing Pros and Cons Ratings and Reviews

In a nutshell

BIGContacts’ seamless two-way contact synchronization ensures your team always has the latest client information at their fingertips.

BIGContacts automates transaction syncing, giving you a clear view of sales orders, payments, and invoices—all crucial for tracking project finances.

Meanwhile, the customizable sales pipeline allows you to tailor your process for different types of construction projects, from residential renovations to commercial developments.

However, BIGContacts’ lack of a dedicated mobile app is a significant limitation, especially for construction managers who are often on-site and need quick access to client information.

While BIGContacts’ web interface is mobile-responsive, it doesn’t quite match the convenience of a native app.

Key Features

  • Automated transaction syncing for enhanced financial visibility
  • Integrated invoice viewing within CRM interface
  • Comprehensive contact profiles with transaction history
  • Customizable sales pipeline with drag-and-drop functionality

Our Score

7.0
Full scoring breakdown →

Pricing

Free Trial?

15 days (no credit card needed)

Free

No cost for up to 100 contacts

Business

$19.99/mo. per 1000 contacts

Pros and cons

Pros

Auto-sync contacts

Synchronize transactions

Manage invoices easily

Enhanced visibility into sales
Cons

Tricky contact importing

Separate marketing email pricing

Lacks mobile app

Limited advanced search capabilities

Ratings and reviews

Our score

8
7
7
8
8
8
0
Learn how our scoring system works
4.3/5

BIGContacts reviewer DEREK L T. appreciated the CRM’s straightforward implementation and cost-effectiveness but highlighted occasional challenges with complex features.

Capterra Review:

Ex-Salesforce.com user appreciates value of BigContacts – ⭐⭐⭐⭐ 
Pros: The BigContacts CRM System is pretty straightforward in terms of setup and implementation. Once you learn the basic rules in terms of setting up fields, etc. you can begin using the software with confidence. The videos are extremely helpful also. The price is one-third to one-fourth the cost of Salesforce.com.

Cons: There are a few features that are a little less intuitive and may require some help from support. If you can’t find the right answer in the support materials or the videos they will get on the phone after you have placed a support request. This may take some time if it is off hours, but the response is always within a 24 hour window at the longest.

7. Teamgate

Pricing Pros and Cons Ratings and Reviews

In a nutshell

Teamgate’s user-friendly interface simplifies the entire sales cycle, from lead capture to customer success management.

By syncing customer data and invoices with QuickBooks, Teamgate provides real-time financial insights. You can view payment histories and track expenses directly within the CRM.

Furthermore, Teamgate offers strong analytics and reporting tools, customizable sales pipelines, and integration capabilities with other essential business tools like Mailchimp and Google Drive.

Conversely, Teamgate’s lack of a dedicated mobile application can be a hassle for those who need to manage their CRM on the fly.

In addition, the 24/7 phone support is only available in the highest-priced plan, which may not be feasible for smaller businesses.

Key Features

  • Multi-platform integration with QuickBooks
  • Real-time financial insights and expense tracking
  • Advanced invoice management with due dates
  • Sales toolkit with built-in communication features

Our Score

6.8
Full scoring breakdown →

Pricing

Free Trial?

14 days (no credit card needed)

Starter

Free for up to 2 users

Team

$49.90/mo. per user

Growth

$74.90/mo. per user

Pros and cons

Pros

Easy-to-use interface

Comprehensive sales toolkit

Powerful analytics and reporting
Cons

No mobile app

Phone support only available in the priciest plan

Limited password reset options

Performance issues with large datasets

Ratings and reviews

Our score

8
7
7
8
6
9
0
Learn how our scoring system works
4.8/5

Capterra reviewer Olivia T. praised Teamgate’s lead monitoring and data management. However, she felt its pricing could be steep for startups and suggested improving project management tools.

A Good Sales Management Solution, Teamgate – ⭐⭐⭐⭐ 
Pros: We were able to monitor and keep control of incoming leads and sales meetings. Production process was thorough because of the document collection and customer data.

Cons: The pricing might be too much especially for startups and project management tools can also be improve.

Final Thoughts

Thanks to its solid reputation and track record, QuickBooks has become the default accounting software for many businesses.

But while it’s good at tracking financials, its functionality can only go so far, hence the need for a CRM to glue all the essential business components together.

Workyard stands out as the ultimate project-focused CRM for QuickBooks. Its user-friendly project management, robust communication features, and easy QuickBooks integration make it an invaluable tool for streamlining field operations.

Whether you’re managing a large construction project or coordinating multiple job sites, Workyard ensures you have everything you need to keep your business running smoothly.

Learn why Workyard is the #1 time-tracking app for QuickBooks, or sign up for its 14-day free trial to test all its premium features at no cost.

Start a free trial today
Book a demo

Our Scoring System Explained

Our 8-part scoring system was created to help you understand the potential value of any software we review simply and fairly.

We created it after reviewing dozens of software products, which we covered in depth, but without providing a direct and simple way for readers to compare products on their merits – without spending a lot of time looking through our articles for the information they needed to make an informed decision.
Every app we review will include Customer Support and Company scores, which we’ll explain in more detail below. Many of the factors reviewed in this article will also be consistent across most (or all) of our software reviews, with some differences:

The 8 factors assessed and their contribution to a product’s overall score may differ slightly from product to product based on various factors, such as the use case we’re reviewing for, the type of business these products are tailored to, and other considerations. However, all reviews will feature an 8-part score, weighted and combined to calculate each product’s overall score.

How We Score Software

All factors in our reviews are scored on a 10-point scale – technically 11 points – from 0-10. However, we only give products a score of 0 if it does not include an essential feature at all, and we try to avoid giving out 0 scores if a product can demonstrate any functionality in line with the specific factor being reviewed.

In general, the 0-10 range translates as:

  • 9.0 – 10 – One of the absolute best in its category (amazing).
  • 7.5 – 8.9 – Very good, but with some minor issues (very good).
  • 6.0 – 7.4 – Mediocre performance with notable shortcomings (average).
  • 3.0 – 5.9 – This feature is not ready for prime time (borderline).
  • 1.0 – 2.9 – This feature actually makes its product worse (unacceptable).
  • 0 – The product doesn’t include this important feature at all.

How We Calculate Overall Scores

The 8 factors reviewed are weighted based on an overall total of 100%:

  • Ease of Use: 20%
  • Time Tracking Accuracy: 20%
  • Scheduling Features: 15%
  • Job Tracking: 15%
  • Integrations: 10%
  • Customer Support: 15%
  • Company: 5%

Methodology for Each Factor

Ease of Use

We evaluate a product’s ease of use based on three main considerations:

  • How easy is it to set up this app?
  • How easy is it for managers to use the backend dashboard?
  • How easy is it for frontline workers to use the (mobile) app?

These three considerations cover the main ways you and your team would use the software being reviewed – when you first obtain it, when someone (a manager, executive, team leader, or similar role) needs to use it to manage people, money, data, and other things, and when workers you’re tracking use the app (usually a mobile version of the software designed for frontline and/or field team members) to clock in, clock out, record time worked, or address other day-to-day needs.

Time Tracking Accuracy

Every minute matters when you’re trying to control payroll costs. This factor accounts for various features and common needs in time-tracking apps, such as…

  • How accurate or precise is its GPS tracking capability?
  • How accurate – and how customizable – is its geofencing feature?
  • How accurate is its travel and mileage tracking (if available)?
  • Can it automatically clock workers in and out based on the above?
  • Can you set and/or restrict rules for clocking in and out?
  • Can the app continue tracking workers while offline?
  • How easy is its mobile app and/or kiosk for frontline workers?

Scheduling Features

Many construction businesses prefer to manage as many aspects of employee labor activity as possible in a single app, which is why many time-tracking apps also include worker scheduling as a core feature.

When we consider a product’s scheduling features, we look at:

  • Its dashboard customizability (daily, weekly, or monthly views).
  • Its project-based scheduling and visibility.
  • Its real-time updates and notifications for workers.
  • Its real-time map views of worker locations for best-fit scheduling.
  • Its recurring schedule (copies to subsequent weeks, etc.) functionality.

Job Tracking

This factor helps you understand if the software can also provide insight into specific projects, which is particularly handy when your business deals with many customers or clients who generally need shorter-term work. Effective job tracking typically also includes accurate job costing functionality for construction companies.

We assess several things when calculating a product’s job tracking score:

  • Its project-based tracking for multiple projects per day/week/etc.
  • Its ability to track multiple / many projects simultaneously.
  • Its use of (and your ability to customize) construction cost codes.
  • Any built-in job costing views.
  • Any integrations for cost coding (QuickBooks etc.)

Integrations

No business can operate on a single app, which is why integrations with other apps and tools are such important aspects of modern business software.

To calculate a product’s integration score, we’ll examine:

  • How many native integrations (the simplest connection) does it offer?
  • How effective and easy-to-use are its integrations with payroll software?
  • Does it have robust data import and export features?

Customer Support

Learning how to use a new app can be frustrating, even if it’s meant to be the most user-friendly app around. That’s why great customer support is so essential when considering which time-tracking app to use.

Customer support scores are calculated based on:

  • Live support channels available (phone, email, chat, etc.).
  • Live support hours (business hours only, 24/7, etc.).
  • The strength of the product’s online help center and/or FAQs.
  • What other users say about support in online reviews.

Company

A great company with a highly customer-friendly approach can often make up for shortcomings in their software products – at least up to a point.

When assessing this score, we’ll examine:

  • Transparency (easy-to-find pricing, etc.)
  • Trial period (duration, feature availability, credit card requirements, etc.).
  • Subscription flexibility (contracts, required durations, etc.).
  • Ease of cancellation or pausing subscriptions.
  • Customer perceptions (online product reviews).
  • Website (a minor consideration, but great companies tend to have great websites).

Any questions about our scoring system? Have any suggestions on how we could make it even better? Click here to send us your feedback – we’d love to hear from you!

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FAQs
What CRMs integrate with QuickBooks?

Several CRMs offer integration with QuickBooks. Here are some of the top options:

  • Nutshell: This product provides native QuickBooks Online integration. It allows users to send people, companies, and leads to QuickBooks and creates invoices from within the CRM.
  • Method: Integrates with all QuickBooks products, syncs contacts across platforms, and allows invoicing directly from Method.
  • Insightly: Offers a customized QuickBooks Online tab to view payment history and status.
  • Zoho: Enables creating timesheets, integration reports, and bills with automatic syncing of invoices and expenses back to QuickBooks.
  • Microsoft Dynamics 365: Features automated data exchange for contacts and accounts with AI-embedded customer management workflows.

The best CRM for QuickBooks integration depends on specific business needs, but key factors to consider are ease of use, depth of integration, and additional features offered beyond basic QuickBooks connectivity.

What CRM integrates with QuickBooks Online?

Here are some CRMs that integrate well with QuickBooks Online:

  • Nutshell: Offers native QuickBooks Online integration, allowing users to send people, companies, and leads to QuickBooks and create invoices directly from the CRM.
  • Method:CRM: Integrates seamlessly with QuickBooks Online and other QuickBooks products. It syncs contacts across platforms and allows invoicing directly from Method.
  • Insightly: Provides a customized QuickBooks Online tab to view payment history and status.
  • Zoho: Enables creating timesheets, integration reports, and bills with automatic syncing of invoices and expenses back to QuickBooks.
  • Capsule: Offers easy setup and synchronization with QuickBooks Online, allowing auto-import of contacts and seamless invoice creation.
Are there any good free QuickBooks CRMs?

There are a few free CRM options that offer some level of QuickBooks integration, though they may have limitations compared to paid solutions:

  • HubSpot CRM: Offers a free plan that includes basic QuickBooks integration to view customer transactions, invoices, and payments. However, more advanced features require paid plans.
  • Freshsales: Provides a free tier with limited QuickBooks integration capabilities. Full integration features are available on paid plans.
  • Insightly: Has a free plan for up to 2 users with basic QuickBooks connectivity. More robust integration is available on paid tiers.
  • Zoho CRM: This software offers a free edition for up to 3 users with some QuickBooks integration features, though advanced functionality requires upgrading.
  • Capsule: Provides a free plan for up to 2 users with basic QuickBooks Online integration. Full features are on paid plans.

It’s important to note that while these options offer free plans with some QuickBooks integration, they often come with limitations in terms of features, number of users, or records. For more comprehensive QuickBooks integration and CRM functionality, paid solutions like Method or Nutshell may provide better value for businesses needing full-featured QuickBooks CRM capabilities.

What are the key features to look for in QuickBooks CRMs?

Based on the search results and my expertise as a tech writer, here are the key features to look for in QuickBooks CRMs:

  • Seamless QuickBooks integration: The CRM should offer deep, two-way synchronization with QuickBooks to eliminate double data entry and keep customer and financial data in sync.
  • Contact and lead management: Ability to track and manage customer interactions, leads, and sales opportunities beyond what QuickBooks offers.
    Sales pipeline management: Tools to visualize and manage the sales process from lead to closed deal.
  • Invoicing and billing automation: Capability to create invoices and bills directly from the CRM and sync with QuickBooks.
  • Reporting and analytics: Advanced reporting features that combine CRM and QuickBooks data for better business insights.
  • Customization options: Flexibility to customize fields, workflows, and pipelines to match your business processes.
  • Mobile access: A mobile app for on-the-go access to customer data and CRM functions.
  • Email integration: Ability to track email communications with customers and sync with the CRM.
  • Task and activity management: Features to assign and track tasks related to customer interactions and sales processes.
  • Scalability: The ability to grow with your business, adding users and features as needed.
What features should I look for in a QuickBooks CRM?

When choosing a QuickBooks CRM, look for features such as bidirectional data synchronization, lead and contact management, sales pipeline tracking, automated invoicing, reporting and analytics tools, and mobile access. Additionally, consider user-friendliness and the ability to customize the software to suit your business processes.

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