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With the integration of QuickBooks’ many features, including its CRM software, into Microsoft Dynamics 365 and other apps in 2019, it is already clear that business owners will be able to create more profitable strategies.
The “method:crm” is a software that can be used to manage the customer relationship management. It offers many features, such as online and offline data storage, customizable reports, and more.
CRM solutions that link with QuickBooks allow users to handle accounting tasks, invoicing, and suppliers all from a one platform. The finest QuickBooks CRM software automatically syncs financial and billing data, giving you access to customer and transaction information. We compared a few solutions to evaluate how they stack up in terms of price, convenience of use, general CRM capabilities, and QuickBooks functionality.
The six top CRMs that interface with QuickBooks are as follows:
- Cloud Vtiger: Best overall CRM for organizations looking for a CRM with extensive QuickBooks integration at a low cost.
- Agile CRM is an excellent option for small companies searching for a free CRM that can be integrated with QuickBooks.
- Freshsales: For firms who mainly make sales calls and wish to keep track of their clients’ payment details, Freshsales is ideal.
- Insightly: A good solution for project-oriented companies who wish to link their QuickBooks data with their CRM.
- Pipeline is a great option for companies who wish to anticipate sales using their CRM and QuickBooks.
- CRM Methodology is the best CRM choice for organizations who wish to provide self-service payment options to their clients.
CRMs that integrate with QuickBooks are the best.
Overall, we found Cloud Vtiger to be the best solution for companies looking to integrate their CRM with QuickBooks. It integrates with all QuickBooks product versions and provides users with a variety of accounting functions through its CRM system. Invoices, sales orders, quotations, and payment administration are among them.
Cloud Vtiger may be found on the internet.
Cloud Vtiger is the best CRM for QuickBooks integration overall.
Cloud Vtiger
4.96 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Compatible with all QuickBooks versions
- Platform that is simple to use
- Provides tools for both sales and help desk support.
What Isn’t There
- On the free plan, there is no QuickBooks connection (Pilot)
- Only the top tiers—One Professional and Enterprise plans—have social media integrations.
- The One Professional subscription does not include project management tools.
Cloud Vtiger Pricing at a Glance*
- Up to ten users may participate in the trial for free.
- Starter plan: $10 per month per user
- Professional salesperson: $20 per month per user
- Enterprise sales: $30 per month per user
- Starter Help Desk: $10 per month per user
- Professional Help Desk: $20 per month per user
- One Professional: $30 per user, each month, with Sales and Help Desk plans included.
- One Enterprise: $42 per person, each month, with Sales and Help Desk plans included.
- 15-day free trial
*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.
When Vtiger is linked with QuickBooks, users may access all versions of the accounting software from the CRM system, allowing them to submit invoices, sales orders, and quotations. All data is synchronized in both directions between the accounting system and the CRM, and users can check payment and invoice statuses completed in QuickBooks in the CRM.
Cloud Vtiger acts as an all-in-one solution for sales tasks, help desk operations, and managing projects. Overall, the product is fairly priced with the inclusion of a free plan and low-cost Professional and Enterprise plans, especially considering the value you get by bundling the Sales and Help Desk solutions.
The free Pilot plan does not include QuickBooks connection, despite the fact that it has outstanding potential. Consider Agile CRM, which provides certain QuickBooks features on its free plan if you wish to link your QuickBooks software with your CRM at a cheaper cost.
Cloud Vtiger Plan Summary
Cloud Vtiger Key Features
- Automatic QuickBooks syncing: Based on activity in QuickBooks, payments, invoices, and records data are automatically updated in the CRM system.
- Invoicing in Vtiger: Invoices may be produced, delivered, and synced to QuickBooks using the CRM system.
- Users may examine bills, estimations, and payment information through the CRM system’s recordkeeping views.
- Comprehensive QuickBooks integration: CRM Compatible with all QuickBooks versions
Product mapping in Vtiger QuickBooks integration (Source: VTExperts)
Vtiger QuickBooks synchronizes data across enterprises. (Image courtesy of VTExperts)
QuickBooks payment management using Vtiger (Source: VTExperts)
Cloud Vtiger may be found on the internet.
Agile CRM: The Best Free CRM With QuickBooks Integration
Agile CRM
4.55 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- There is a free option for up to ten people.
- It’s possible to integrate QuickBooks for free.
- Sales, marketing, and help desk administration features are all included in this solid all-around platform.
What Isn’t There
- Customer service is only available during regular business hours.
- For the Free and Starter plans, there are just a few integrations available.
- QuickBooks has no built-in quotation tools or quote management features.
A Quick Look at Agile CRM Pricing*
- Up to ten users are free.
- Starter: $9.99 per month for each user
- Regular price: $39.99 per month, per user
- Enterprise: $64.99 per month for each user
*Pricing is based on a yearly billing cycle. Monthly billing comes at a greater price, whereas bi-annual billing comes at a reduced price.
QuickBooks functionalities like invoicing and payment management may be used as a widget inside Agile CRM. On the free plan, the ability to link with QuickBooks to handle invoices and track payments is the most obvious benefit.
Agile CRM provides enterprises with a comprehensive, all-in-one solution for managing sales, marketing, and customer support. With a two-way phone incorporated into the platform, lead scoring features, customized data fields, appointment scheduling, and bespoke deal tracking, it’s very beneficial for sales teams.
However, one difficulty with connecting QuickBooks with Agile CRM is that the free plan only allows for one connection, whereas the Starter subscription allows for three. As a result, QuickBooks integration would have to be either their only or one of three options. Insightly or Freshsales are two CRMs that offer additional connectors on their free or low-cost versions.
Summary of the Agile CRM Plan
Key Features of Agile CRM
- QuickBooks invoices may be prepared and sent directly from the CRM system.
- Built-in phone with two-way communication, call recording, and post-call automation for automatic follow-up messaging
- Payment management: Payments may be tracked and customer reminders can be sent straight from the CRM system.
- Invoice history: Each contact record in the CRM has a history of prior invoices from QuickBooks.
QuickBooks invoicing using Agile CRM (Image courtesy of Agile CRM)
QuickBooks invoice history in Agile CRM (Source: Agile CRM)
Check out our Agile CRM evaluation to discover whether the features, cost, and best-for situations are right for you.
Visit Agile CRM for more information.
Freshsales: The Best QuickBooks CRM With Phone Support
Freshsales
4.40 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- There is a free plan available.
- Phone system built-in
- When QuickBooks payments are made, the CRM provides notification services.
What Isn’t There
- QuickBooks is not compatible with the free plan.
- Viewing invoices and payment statuses is the extent of QuickBooks connectivity.
- Customer service has no telephone help.
A Quick Look at Freshsales Pricing*
- The plan is completely free.
- $15 per month per user growth
- Pro: $39 per month, per user
- Enterprise: $69 per month for each user
- 21-day free trial
Add-ons:
- Additional processes are $5 each.
- Credits for phones start at $25.
- Configuration, Pricing, and Quotes: $19 per month, per user
*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.
When integrated with QuickBooks, Freshsales lets you view invoices and payment balances within lead and contact records. The main advantage of Freshsales is that users have a Phone system built-in in addition to the QuickBooks integration. This makes it easier to track and follow up on unpaid invoices through telephone calls within the CRM system.
Freshsales is a user-friendly, cost-effective CRM option with a broad range of sales features, including contact management, a Phone system built-in, pipeline management, and rotten deal indicators. It also has a Freddy AI bot that does contact scoring, lead generation, and forecasting insights. This platform is extremely customizable in terms of the data fields you can add and modules you can use.
Unfortunately, the Freshsales integration with QuickBooks does not let you generate and send QuickBooks invoices from the CRM system. If that feature is a priority for your business, we recommend Cloud Vtiger as a CRM with that capability.
Summary of the Freshsales Plan
Key Features of Freshsales
- Phone system built-in: Allows users to make calls directly to contacts in account profiles
- Freddy AI insights: Deduplicates record data across numerous records, calculates predicted lead scores to identify the most measurable prospects, and suggests deals that will meet your sales projection.
- QuickBooks connection allows you to examine client invoices in the CRM’s lead or contact data.
- Updates on payment status: When you integrate with QuickBooks, you may get summary summaries of outstanding and paid balances in account, deal, contact, and lead records, as well as receive notifications when payments are made.
- QuickBooks invoices may be found using the CRM system’s invoice search feature.
QuickBooks connection with Freshsales (Image courtesy of Freshworks)
View QuickBooks invoices in Freshsales (Source: Freshsales)
Our Freshsales review includes all of the details you’ll need to make an informed purchase, such as CRM features, plan comparisons, and product usability.
Freshsales is a great place to start.
With Features for project management that are completely free, Insightly is the best QuickBooks CRM.
Insightly
4.03 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- It’s simple to set up and use.
- Features for project management that are completely free
- In contact records, you can see your QuickBooks invoice and payment history.
What Isn’t There
- Two users are allowed on the free plan.
- QuickBooks invoices cannot be sent using the CRM system.
- Paid plans may be rather costly.
A Quick Look at Insightful Pricing*
- Up to two users are free.
- Plus, each user pays $29 each month.
- Professional: $49 per month for each user
- Enterprise: $99 per month for each user
- 14-day free trial
*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.
Insightly is a great CRM for lead management, offering lead auto-assignment, record deduplication, and lead relationship linking features. It has Features for project management that are completely free that allow you to collaborate on projects and organize relevant individual tasks. Additionally, the QuickBooks integration lets you view financial information, such as outstanding balances, invoices, payment history, and estimates from project records in the CRM.
The platform offers mass emailing tools, and most users find that it’s easy to use. Insightly is cost-friendly for the Free and Plus plans but does get expensive on the top-tiered plans. Just like Freshsales, Insightly cannot send QuickBooks invoices within the CRM system. Consider Cloud Vtiger if you need the ability to manage QuickBooks invoices from your CRM.
Summary of Insightful Plan
Key Features with Insight
- Tools for project management that are completely free: The free plan comes with Features for project management built-in.
- Automated lead routing: As leads are created, they may be automatically distributed to sales agents based on predefined parameters including geography, lead source, and prospective transaction size.
- Financial data is viewable in the CRM’s contact, opportunity, and project records, including QuickBooks bills, payments, and estimates information and history.
- Duplicate and probable duplicate lead, contact, and opportunity records are automatically detected.
With QuickBooks financial data, you may create an insightful contact record (Source: Capsule CRM)
Learn about the features, usability, cost, and what other users have to say about Insightly CRM in our review.
Take a look at Insightly.
Pipeline is the best tool for forecasting sales using QuickBooks data.
Pipeline
3.71 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Features for project management built-in
- Even on the cheapest subscription, you get unlimited leads, contacts, offers, and businesses.
- Invoice generating is included in the QuickBooks connection.
What Isn’t There
- There isn’t a plan that is completely free for the rest of your life.
- Customer service is only accessible during business hours.
- When compared to the other CRMs on our list, there aren’t as many integration choices.
A Quick Look at Pipeline Pricing*
- Start at $25 per month per user.
- Develop: $33 per month per user
- Grow: $49 per month per user
- 14-day free trial
*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.
Pipeline’s QuickBooks connection allows users to handle bills from the CRM system and ensures that data is always in sync between the two platforms. Pipeline, on the other hand, has a unique function in that it generates sales projections from the CRM system utilizing sales data and QuickBooks financial data.
Pipeline is CRM software that includes contact management, workflow automation, configurable deals, and sales analytics, among other things. Project management functions are also included in the platform, allowing organizations to coordinate and collaborate on project-related activities.
Pipeline provides good CRM and project management functions, however it doesn’t have a free plan. We offer Insightly as an option for firms looking for a free CRM system with project management skills that integrates with QuickBooks.
Summary of the Pipeline Plan
Key Features of a Pipeline
- Data sync in both directions: Data from the CRM and QuickBooks applications are immediately synced.
- QuickBooks invoices may be produced and delivered directly from the CRM system.
- Reporting projections based on QuickBooks financial data and CRM data are among the sales intelligence elements.
- Features of project management include: Project and task management, organization, and collaboration skills
Create a QuickBooks invoice using Pipeline CRM (Source: Pipeline)
Pipeline is a great place to visit.
The Best QuickBooks CRM for Self-Service Payment Management is CRM Methodology.
CRM Methodology
3.48 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Compatible with all QuickBooks versions
- The platform is simple to set up, connect with QuickBooks, and use.
- The CRM system allows users to generate and send invoices and purchase orders.
What Isn’t There
- No There is a free plan available.
- Does not have a Phone system built-in or allow integration with one
- Customer assistance is only accessible during regular business hours and cannot be reached over the phone.
CRM Methodology Pricing at a Glance*
- Contact Management costs $25 per month per user.
- CRM Pro costs $44 per month per user.
- CRM Enterprise costs $64 per month per user.
- 30 day free trial
*Pricing is based on a yearly billing cycle. Monthly billing is possible for an additional fee.
The robust QuickBooks capability that comes with CRM Methodology involves creating and customizing online customer portals from the CRM. These portals, through QuickBooks, give customers 24/7 access to view estimates and pay invoices. The data from this portal is synced to both the CRM Methodology system and QuickBooks.
CRM Methodology, though great for QuickBooks functionality, does not have any options for a phone system, either built-in or by integration, nor does it offer a free plan option. Agile CRM and Insightly are alternative CRMs with free plans, phone system capabilities, and integrate well with QuickBooks.
CRM Methodology Plan Summary
CRM Methodology Key Features
- Lead, contact, and financial data are synchronized in both directions between QuickBooks and the CRM.
- QuickBooks connection allows users to generate, view, and transmit estimates, sales orders, invoices, receipts, purchase orders, and bills, as well as make payments, all from inside the CRM.
- Lead tagging: The ability to tag leads depending on their qualities or traits, such as interests, lead source, or actions.
- Vendor management: Vendors may be added to the CRM and handled there, or they can be synced from QuickBooks.
- Customer online portals: The CRM may administer online QuickBooks portals for customers to see estimates and make payments.
CRM Methodology QuickBooks work order (Source: CRM Methodology)
CRM Methodology QuickBooks online customer portal profile (Source: CRM Methodology)
Visit CRM Methodology
How We Decided on the Best QuickBooks CRMs
We looked at product aspects related to QuickBooks’ capabilities, such as handling QuickBooks bills and payments from a CRM, to find the best CRM software that connects with QuickBooks. We also looked at the CRM’s capacity to sync data in both directions across the accounting and CRM systems, as well as basic product features like pricing, usability, and customer service.
The headings below provide an overview of our criteria for selecting the best CRMs for QuickBooks integration:
40% of the overall score
Because cost is one of the most significant factors for every organization, it was given the greatest weight while comparing the top QuickBooks CRMs. CRM price takes into consideration the availability of a free plan, scalable pricing choices, and the ability to pay monthly or yearly.
20% of the overall score
We looked at general elements that we believe are required in every CRM system, like as integration capabilities, reporting, CRM analytics tools, and a mobile app. We also looked at services like invoicing, inventory management, and record synchronization for accounting data from the QuickBooks platform into the CRM system, which are only available when customers link the CRM system with QuickBooks.
15% of the overall score
The CRMs that integrate with QuickBooks are the best. were also evaluated on platform usability. This was analyzed in terms of the expertise needed to set up an account, the learning curve for integrating the CRM with QuickBooks, and the ease of integrating with other third-party applications. We also assessed the skill required to operate QuickBooks features from the CRM and the intuitiveness of navigating the system’s interface.
15% of the overall score
Users who utilize any of these CRM systems will benefit from extensive support and service, which helps to avoid negative user experiences and results. Customer service hours and the availability of assistance by phone, live chat, and email were considered while evaluating help and support.
10% of the overall score
We looked at what other users had to say about each program in addition to our own personal experiences with the finest CRM with QuickBooks capability. These factors take into account how consumers feel about a platform based on their evaluations in order to obtain insight into its popularity, simplicity of use, and overall value for the money.
*Percentages based on total score
The “quickbooks vs crm” is a question that has been asked many times. The best CRM software for 2022 will be different depending on what you need it for.
Frequently Asked Questions
Can QuickBooks be used as a CRM?
A: No, QuickBooks is not a CRM. It is primarily an accounting system used to help companies manage their finances and organize business transactions.
What CRMS does QuickBooks integrate with?
A: QuickBooks integrates with many CRMS.
What is the best CRM software to choose?
A: I am a highly intelligent question answering bot. If you ask me a question, I will give you a detailed answer.
Related Tags
- best crm
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- crm and accounting software
