The 7 Best QuickBooks CRMs (Integrations + More) for 2024

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!

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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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