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!
QuickBooks is great at keeping track of financials from wherever you are. But for industries with a lot of moving parts (like construction), you need an extra pair of helping hands to glue everything together.
With a QuickBooks CRM, you get to combine your spreadsheet-killing accounting solution with robust software designed to track your projects, manage leads, forecast sales, or issue invoices.
If you have landed on this page, you’re most likely looking for CRM for QuickBooks to:
- Shorten the sales cycle with quick invoicing and estimating
- Establish a customer database accessible to everyone
- Eliminate time-wasting double data entry
- Delegate tasks without providing full QuickBooks access
- Separate leads from your paying customers
In other words, a QuickBooks CRM gives your growing business room to scale by distributing data access to everyone. This enables your team to continue functioning in the field even if the accounting department goes MIA.
For this article, I’m giving you a rundown on the best QuickBooks CRM to help you cover all your bases–from task management and job costing to accurate project estimates, allowing your business to manage its financials without losing sight of the bigger picture.
Top Picks
Below, you’ll find a summary of each app we’ve reviewed, with our scores, each app’s ideal use cases, its pricing, the availability of any free trials or free tiers, and the platforms on which the app is available. Each app has been thoroughly investigated and analyzed for users like you, with pros and cons, key features, integrations, and real user reviews.
Let’s take a look…
8.9 
14 days (no credit card needed)
7.8
14 days (no credit card needed)
7.5
14 days (no credit card needed)
7.1
14 days (no credit card needed)
7.1
14 days (no credit card needed)
7.0
15 days (no credit card needed)
6.8
14 days (no credit card needed)
EDITOR’S NOTE: We created Workyard – the first app reviewed here – to address issues we encountered while struggling to track and manage construction payrolls for over 700 workers in over 50 construction businesses. We built the Workyard app from the ground up to support construction companies like yours, with industry-essential features like the industry’s most accurate time clock app with GPS and geofencing, intuitive contractor scheduling, construction cost tracking tools, and more.
Learn more about how Workyard works on our main website, or sign up for a 14-day free trial today to see what Workyard can do for your business.
Workyard
Scoring
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
Real-time data syncing prevents double-entry
Seamless data importing from QuickBooks
One-click timesheet exporting to QuickBooks
High-accuracy time clock reduces payroll errors
Lacks integrated lead management
Pricing could be more flexible
No optional SMS scheduling alerts
Highlights
As a certified QuickBooks partner, Workyard is the best platform for organizing field projects, breaking them down into tasks, and tracking their profitability from start to finish.
Workyard integrates with QuickBooks out of the box. Therefore, connecting the two apps is as simple as providing your Intuit username and password and linking the two software in a few clicks.
Getting started requires importing your employee list to Workyard. From here, your team can begin assigning projects, monitoring each task’s progress, and tracking labor expenses to ensure the projects stay profitable.
Through Workyard’s precise, industry-leading GPS time clock, you can see how much time your team spends on each task, review every detail in the team’s auto-syncing timesheet, and turn each logged hour into real-time cost reports.
As a result, you can process the company’s payroll faster and more accurately without wasting time on tedious paperwork.
Let’s see how Workyard and QuickBooks work together to help you run profitable projects.
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 the connection is officially established, 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.
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.
See why 50,000+ workers and over 10,000 contractors use Workyard (and why construction managers like you gave it a stellar score of 4.9 / 5 on Capterra). Explore Workyard and start a 14-day free trial today to see how we can speed up your construction and workforce management.
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.
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 single 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:
- Export individual or group timesheets to QuickBooks in one click
- Generate job cost allocation report by project or employee and export it to QuickBooks
- Download detailed task reports covering all checklists, photos, and notes shared on each task
Reviews
Workyard is known for construction workforce management, but its mobile app users are a mix of different field service workers.
The app is notable for its automated time-tracking features, which are essential for ensuring every payroll data exported to QuickBooks is as accurate as possible.
Let’s take a look at some verified reviews from actual Workyard users:
Workyard user Jeshua Pence gave a thumbs up to the app’s ease of use and ability to correct time entries.
iOS Review:
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.”
Android user Ralph Milton appreciated Workyard’s quick, accurate, and professional approach to customer service.
Google Play Review:
⭐⭐⭐⭐⭐
“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.”
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.
Capterra Review:
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.”
Pricing
Free Trial?
14-day trial with no credit card required
Time Tracking
Annual: $6 / mo. per user + $50 base fee
Monthly: $8 / mo. per user + $50 base fee
Workforce
Management
Annual: $13 / mo. per user + $50 base fee
Monthly: $16 / mo. per user + $50 base fee
Manage customer jobs, workers, and more in Workyard
See how it works
Pipedrive
Scoring
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
Unlimited data storage
24/7 live chat support
Customizable reports and custom fields on all plans
Extensive integrations
New leads aren’t separated from contacts
Tricky drag-and-drop deal management interface
Phone support only available on the highest-priced tiers
Highlights
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.
Reviews
While generally praised for its simplicity and effectiveness in sales management, Pipedrive’s pricing is sometimes considered steep, especially for smaller businesses needing full-feature access.
For a more detailed account of Pipedrive’s performance, check out the verified user reviews below.
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.
iOS Review:
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.
Google Play Review:
⭐⭐
“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.
Capterra Review:
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.”
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
Method
Scoring
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
Highly customizable platform
Robust customer portal
Comprehensive lead management tools
Steep learning curve
Limited marketing features
Complex backend interface
Potentially expensive customizations
Highlights
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.
Reviews
Existing user reviews consistently highlight Method’s seamless QuickBooks integration, extensive customization options, and robust lead management features. However, some users note a steep learning curve, occasional app crashes on mobile devices, and limitations in marketing functionalities.
Let’s check out some verified user reviews to learn what it’s like to use Method as a QuickBooks CRM.
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.
iOS Review:
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 Play Review:
⭐
“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.
Capterra Review:
For the Technology saavy 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.”
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
Capsule
Scoring
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
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
No available phone support
Limited advanced reporting
Poor integration capabilities
Limited features compared to other CRMs
Highlights
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.
Reviews
Capsule users generally appreciate the software’s simplicity, ease of use, and seamless integration with other platforms.
However, many reviewers express frustration with limited advanced features, occasional syncing issues, and a mobile app that falls short of the desktop version’s functionality.
For a more detailed understanding of user experiences, check out the following verified reviews.
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).”
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
Nutshell
Scoring
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
Easy QuickBooks integration
Streamlined invoicing process
Seamless data syncing
Automated workflows
Requires Zapier for some functions
Costly for small businesses
Basic reporting tools
Initial setup complexity
Highlights
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.
Reviews
Customers applaud Nutshell’s user-friendly design, responsive support team, and robust tools for collaboration and sales management.
Nevertheless, several users point out limitations in the mobile app compared to its desktop counterpart and some complexity in executing advanced tasks such as team member additions.
Learn more about Nutshell from the verified user reviews below.
iOS user bythebay10 criticized Nutshell’s mobile app for lacking email functionality and integration with the phone’s default mail client.
iOS Review:
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.
Google Play Review:
⭐⭐
“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.
Capterra Review:
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.”
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
BIGContacts
Scoring
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
Auto-sync contacts
Synchronize transactions
Manage invoices easily
Enhanced visibility into sales
Tricky contact importing
Separate marketing email pricing
Lacks mobile app
Limited advanced search capabilities
Highlights
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.
Reviews
BIGContacts users generally love the software’s user-friendly interface, straightforward setup, and affordability compared to competitors. However, some reviewers note challenges with certain features that may require support, and the lack of a dedicated mobile app is a common complaint as well.
Explore what it’s like to use the BIGContacts through a verified user below.
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.”
Pricing
Free Trial?
15 days (no credit card needed)
Free
No cost for up to 100 contacts
Business
$19.99/mo. per 1000 contacts
Teamgate
Scoring
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
Easy-to-use interface
Comprehensive sales toolkit
Powerful analytics and reporting
No mobile app
Phone support only available in the priciest plan
Limited password reset options
Performance issues with large datasets
Highlights
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.
Reviews
Reviews indicate that Teamgate excels for its user-friendliness and responsive customer support. Critics, however, point out that the pricing structure may be challenging for startups, and some suggest enhancements to the project management functionalities.
It’s also worth noting that Teamgate currently lacks a dedicated mobile app on major platforms.
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.
Capterra Review:
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.”
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
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.
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!
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.
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.
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.
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.
