“A satisfied customer is the best business strategy of all.”
– Michael LeBoeuf (An American business author and former management professor at the University of New Orleans)
Michael LeBoeuf was right when he quoted the above-mentioned statement. In today’s ever-evolving landscape, it has become crucial for growing enterprises to prioritize customer satisfaction as a core strategy with the help of an effective CRM (Customer Relationship Management). CRM software enables businesses to organize and track the vital information of the customers to enhance overall relationships and provide proactive customer support service.
CRM ensures that every interaction adds value and builds a lasting relationship between the customers and the brand to reflect brand loyalty and business success. In the context of organized customer data and financial prowess, CRM and QuickBooks integration can be a game-changer for businesses aiming to streamline operations while elevating customer relationships. Today, in this blog, we will reveal the 9 best CRMs software that integrates with QuickBooks to help businesses achieve seamless financial management while fostering strong and lasting customer relationships.
CRM and QuickBooks Integration: Make the Right Choice Today!
At present, QuickBooks is one of the best and most popular accounting software that caters to different industries and sizes. The primary function of QuickBooks is to organize the entire financial pillar of the business, starting from tracking expenses to tracking orders and payments. It won’t be a false statement if we say that nearly every CRM is compatible with QuickBooks. Some CRMs offer convenient configuration, while others come with a complex process. Hence, it is extremely crucial for businesses to find the best CRM software that works with QuickBooks.
Before naming the 9 CRM tools for QB integration, let us take a look at why it is essential for businesses.
5 Reasons to Integrate CRM with QuickBooks
For small and mid-sized businesses, Intuit QuickBooks acts as their first-ever CRM software since it stores buying histories and contact details of customers. But, just like the limited functions of spreadsheets, QuickBooks cannot be a dedicated platform for effective CRM because it primarily deals with managing bills and other business transactions.
By integrating a compatible CRM software with QuickBooks, companies can unlock a range of benefits, including:
1. Better Lead and Customer Management – It helps understand the buying process and provides convenient access to past communications with the customers.
2. Streamlined Financial Processes – It also helps to automate the invoicing, billing, and follow-up on unpaid invoices. Additionally, CRM and QuickBooks integration provides transparency into your entire sales and post-sales funnel.
3. Strengthening the Sales Team – Integrating CRM with QuickBooks allows businesses to empower the sales team by providing access to all the leads.
4. Eliminate the Double Entry Process – With CRM and QuickBooks integration, the customer data will sync across various systems after entering their customer data into one system.
5. Elevates Data Security – QuickBooks CRM integration allows businesses to eliminate the chances of data breaches by controlling who can access specific data.
So, by incorporating CRM software with QuickBooks, MSMEs can reap the benefits and drive operational efficiency and customer satisfaction. Coming to the focal point, let us talk about some of the best CRM to use with QuickBooks.
9 CRM Software that Integrates with QuickBooks
As you can see by now, a CRM that is compatible with QuickBooks can benefit your business in multiple ways. However, not every tool is as effective as the other one because some of them are user-friendly, while some are affordable, and some are more robust than others. Let us now take a quick look at it.
Also Read: HubSpot + QuickBooks Integration: How To Connect QB to HubSpot?
| CRM Software | Key Features |
| HubSpot | Free CRM with marketing automation, sales management, and comprehensive reporting. |
| EngageBay | All-in-one platform with email marketing, contact management, and sales automation. |
| Nutshell | User-friendly interface with pipeline management, email syncing, and team collaboration. |
| Pipedrive | Customizable dashboard with features like sales pipeline, automation, and a fully functional mobile app. |
| Freshsales | 360-degree customer view with automated workflows, custom-built sales pipeline, and AI-powered insights. |
| BigContacts | Contact management with email marketing, task management, tailored dashboards, and reporting tools. |
| Salesforce | Comprehensive CRM with sales & marketing automation, AI capabilities, and seamless scalability. |
| Capsule | Clean user interface with task management, easy customization, and flawless integration. |
| Teamgate | Built-in calling features with in-depth reporting & analytics, lead management, and a SmartDialer. |
So, these are the 9 best CRM that works with QuickBooks. These features make each CRM suitable for different business needs, and with QB, they can further enhance their effectiveness in managing both financial data and customer relationships.
Also Read: Pipedrive QuickBooks Integration: How to Connect and Sync Them
How can we help you with successful QuickBooks and CRM Integration?
Being one of the leading platforms for QuickBooks support services in the USA, we at QAsolved offer expert guidance and tailored solutions to ensure a seamless integration between QuickBooks and your chosen CRM. Our team of seasoned and certified experts can help you navigate the complexities of the integration process. On top of that, we can also help you with all the technical errors so that you can ultimately empower your business and operate more efficiently than ever before.
Frequently Asked Questions
There are several tools that offer a seamless integration with QuickBooks. Apart from the above-mentioned tools and software, you can easily integrate Method, Zoho CRM, Insightly, Keap, Monday CRM, and more.
As per the authentic sources, Intuit’s QuickBooks can be integrated with over 750 popular business applications.
Intuit’s QuickBooks comes with a wide range of products and versions, including QuickBooks Self-Employed, QuickBooks Pro Plus, QuickBooks Premier Plus, QuickBooks Enterprise, QuickBooks Product, QuickBooks Payroll, and QuickBooks POS.
