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Best QuickBooks Online CRM Software for 2022

Best QuickBooks Online CRM Software for 2022

QuickBooks Online and customer relationship management (CRM) software integrations allow users to manage accounting, invoicing, and customer managemen

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QuickBooks Online and customer relationship management (CRM) software integrations allow users to manage accounting, invoicing, and customer management activities in a single platform. The best CRMs that work with QuickBooks Online sync accounting and billing data seamlessly, providing access to customer and transaction updates.

We’ve reviewed dozens of options to see how each compares based on cost, ease of use, general CRM features, and QuickBooks functionalities. Here are our picks for the six best CRM integrations with Quickbooks Online:

  • Pipeline CRM: Best overall and excellent choice for businesses that want to use their CRM and QuickBooks for sales forecasting
  • Freshsales: Ideal for businesses that conduct sales calling activities and want to track their customers’ payment information
  • Method CRM: Best option for businesses that need a QuickBooks-integratable CRM with time tracking system for easy invoicing
  • Agile CRM: Great choice for small businesses looking for a free CRM to integrate with QuickBooks
  • Vtiger Cloud: Best overall CRM for businesses that want robust QuickBooks functionality at an affordable price point
  • Insightly: Solid option for project-heavy businesses that want to sync their QuickBooks data with their CRM

Best CRM Integration With QuickBooks Online Compared

*Based on annual billing. Monthly subscriptions are also available at higher rates.

If this list of CRMs that integrate with QuickBooks doesn’t meet your business needs, check out our guide on the best CRMs for small businesses to find a more suitable option.

Pipeline: Best for Sales Forecasting Using QuickBooks Data

Pipeline

Pipeline CRM logo

Overall Score: 4.80
OUT OF 5

What We Like

  • Generates financial analysis based on payments and invoices through its QuickBooks Online integration
  • Unlimited leads, contact, deals, and companies
  • Built-in project management features

What’s Missing

  • No free plan
  • Customer support only available during standard business hours

Pricing Summary*

  • Start: $25 per user, per month
  • Develop: $33 per user, per month
  • Grow: $49 per user, per month
  • Free trial: 14 days

*Based on annual billing. Monthly subscriptions are also available at higher rates.

Pipeline CRM’s integration with QuickBook Online allows users to manage invoices in the CRM system and ensures the data between both platforms is always in sync. Its standout feature is its ability to generate sales forecasts from the software using sales information and QuickBooks financial data. It provides advanced insights and reports by analyzing payments, invoices, and estimates to help users forecast their incoming revenue.

Though Pipeline CRM has solid CRM features and project management tools, it doesn’t offer a free plan. For businesses that want a free CRM system with project management capabilities that integrates with QuickBooks Online, we recommend Insightly.

Pipeline CRM

Pipeline CRM offers essential CRM features, including contact management, workflow automation, customizable deals, and project management. Below are some of its outstanding features related to its QuickBooks Online integration:

  • Two-way data sync: Data from the CRM and QuickBooks software automatically sync to one another
  • Invoice management: QuickBooks invoices can be generated and sent through the CRM system
  • Sales forecasting: Sales intelligence features include reporting forecasts based on QuickBooks financial data and CRM data
  • Project management: Ability to manage, organize, and collaborate on projects and tasks in real time
Pipeline CRM dashboard generate QuickBooks invoices.

Users can easily see the details of their QuickBooks invoices within Pipeline CRM’s dashboard. (Source: Pipeline CRM)

Visit Pipeline CRM

Freshsales: Best QuickBooks Online CRM With Advanced In-app Phone

Freshsales

Freshsales logo that links to Freshsales homepage.

Overall Score: 4.40
OUT OF 5

What We Like

  • Activates notifications in the CRM dashboard when QuickBooks payments are paid
  • Feature-rich in-app phone that allows users to record calls and associate them with a customer
  • Offers a free plan for unlimited users

What’s Missing

  • Cannot integrate QuickBooks on the free plan
  • QuickBooks integration is limited to viewing invoices and payment statuses

Pricing Summary*

  • Free Plan: Supports unlimited users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free trial: 21 days

*Based on annual billing. Monthly subscriptions are also available at higher rates.

Freshsales’ integration with QuickBooks Online lets users view associated invoices and payment balances to leads and contacts. Users receive notifications when their lead or contact makes a payment and can search for QuickBooks invoices without leaving Freshsales. The main advantage of Freshsales is that users have a built-in phone system, making it easier to track and follow up on unpaid invoices through telephone calls within the CRM.

Freshsales is a user-friendly, cost-effective CRM option with a broad range of sales features, including contact management, a built-in phone system, pipeline management, and rotten deal indicators. It also has a Freddy AI bot for contact scoring, lead generation, and forecasting insights. This platform is highly customizable in terms of the data fields you can add and modules you can use to best serve customers and leads.

However, Freshsales’ integration with QuickBooks Online does not let you generate and send QuickBooks invoices from the CRM platform. If that feature is a key consideration for you, we recommend Vtiger instead.

Freshsales Features

Freshsales is a feature-packed CRM with a broad range of sales features, including contact management and pipeline management. Below are some of the ones we like best:

  • Built-in phone system: Allows users to make calls directly to contacts in account profiles
  • Freddy AI insights: Deduplicates record data in multiple records, provides predictive lead scores for determining the top quantifiable leads, and offers deal suggestions to help reps hit their your sales forecasts
  • Invoice tracking: QuickBooks Online integration lets you view customer invoices in lead or contact records of the CRM
  • Payment status updates: Integrating with QuickBooks Online lets you view summaries of outstanding and paid balances within the account, deal, contact, and lead records while also notifying users when payments are made
  • Invoice searching: QuickBooks invoices can be searched within the CRM system

Apart from providing solid in-app phone and sales automation tools, Freshales offers a highly customizable dashboard that allows users to tailor-fit the system’s workflows based on their sales processes. To learn more about this provider, check out our Freshsales review.

Visit Freshsales

Method CRM: Best QuickBooks Online CRM With Time Tracking Tools

Method CRM

Method CRM logo that links to the Method CRM homepage.

Overall Score: 4.39
OUT OF 5

What We Like

  • Simple and easy to use
  • Lets users and their customers submit, approve, and manage time sheets from any device
  • Users can create and send invoices and purchase orders within the CRM

What’s Missing

  • No free plan
  • Does not have a built-in phone system or allow integration with one

Pricing Summary*

  • Contact Management: $25 per user, per month
  • CRM Pro: $44 per user, per month
  • CRM Enterprise: $74 per user, per month
  • Free trial: 30 days

*Based on annual billing. Monthly subscriptions are also available at higher rates.

Method CRM’s robust integration with QuickBooks Online allows users to easily generate invoices based on time sheet records. Through the system, time can be tracked on the go by job, project, or customer—eliminating the need to follow up with teams for details or chase missing entries. Additionally, once time sheets are submitted, it only takes a few clicks to approve and sync the time entries to QuickBooks Online.

However, Method CRM does not have any options for a phone system, either built-in or by integrations, nor does it offer a free plan option—making it difficult for salespeople who need to follow up on payments. Agile CRM and Insightly are alternative CRMs with free plans and phone system capabilities.

Method CRM Features

Apart from its time-tracking features, Method CRM also offers valuable functionalities such as lead and vendor management, as well as an online customer portal to manage payments. Learn more about the details of these additional features below:

  • Two-way data syncing: Lead, contact, and financial information are synced between QuickBooks Online and the CRM
  • Financial management tools: With QuickBooks Online integration, users can create, view, and send estimates, sales orders, invoices, receipts, purchase orders, and bills while being able to process payments all from the CRM
  • Lead tagging: Ability to place tags on lead records based on characteristics or attributes of the lead, such as interests, lead source, or behaviors
  • Vendor management: Vendors can be added and managed in the CRM or synced from vendors found in QuickBooks
  • Customer online portals: Online QuickBooks portals for customers to view estimates and make payments can be managed in the CRM
Method CRM financial management tools.

Invoices are easily produced from the system and sent to clients or customers. (Source: Method CRM)

Method CRM is an excellent option for users who need contact and lead management features, as well as tools for financial management, invoicing, and payment processing. Its online portal makes it easy for customers to view, print, and pay their invoices whenever they want. Read our Method CRM review for more information about what this provider can do for your business.

Visit Method CRM

Agile CRM: Best Free CRM That Integrates With QuickBooks Online

Agile CRM

Agile CRM logo that links to the Agile CRM homepage in a new tab.

Overall Score: 4.24
OUT OF 5

What We Like

  • Free option for up to 10 users
  • Free integration with QuickBooks Online
  • Integrated platform with sales, marketing, and help desk management tools

What’s Missing

  • Customer support limited to standard business hours
  • Limited allocation for third-party integrations

Pricing Summary*

  • Free: Up to 10 users
  • Starter: $9.99 per user, per month
  • Regular: $39.99 per user, per month
  • Enterprise: $64.99 per user, per month

*Based on annual billing. Monthly subscriptions are also available at higher rates.

Agile CRM lets you use QuickBooks Online functions for invoicing and payment management as a widget within the CRM system. It allows you to track customer payments, send reminders, and receive payments. After which, payment information is automatically updated in the CRM database. The most notable advantage, however, is the ability to integrate with QuickBooks Online to manage invoices and monitor payments in the free plan.

However, Agile CRM’s integrations in its free plan are limited to one, and the Starter plan is limited to three. Therefore, integrating with QuickBooks would have to be either their only integration or one of three others. For CRMs that allow more integrations on their free or lower-priced plans, Insightly or Freshsales are suitable alternatives.

Agile CRM Features

Agile CRM offers integrated sales, marketing, and customer service automation tools in a single, integrated platform. Aside from being a robust CRM that works with QuickBooks Online, below are some of its notable features:

  • Invoice management: QuickBooks invoices can be created and sent from the CRM system
  • Built-in telephone: Two-way phone for placing outbound calls, call recording, and post-call automation for automated follow-up messages
  • Payment management: Payments can be managed directly from the CRM system for tracking and sending customer reminders
  • Invoice history: History of past invoices from QuickBooks can be viewed in the CRM within each contact record
Agile CRM sample invoice.

Agile CRM’s integration with QuickBooks allows users to generate invoices straight from the system. (Source: Agile CRM)

Agile CRM gives businesses a robust experience for managing sales, marketing, and customer service operations. It’s particularly useful for sales teams with a two-way phone built into the platform, lead scoring tools, customizable data fields, appointment scheduling, and custom deal tracking. To learn more about its features and functionality, read our Agile CRM review.

Visit Agile CRM

Vtiger: Best QuickBooks Online CRM Integration With Automatic Two-way Data Syncing

Vtiger

Vtiger logo

Overall Score: 4.20
OUT OF 5

What We Like

  • Automatic data syncing between Vtiger and QuickBooks
  • Integrates with all versions of QuickBooks
  • Simple, intuitive interface

What’s Missing

  • No QuickBooks integration available on the free plan
  • Project management tools not available on One Professional plan

Pricing Summary*

  • Pilot: Free for up to 10 users
  • One Professional: Starts at $30 per user, per month
  • One Enterprise: Starts at $42 per user, per month
  • Free trial for paid plans: 15 days

*Based on annual billing. Monthly subscriptions are also available at higher rates.

Vtiger’s integration with QuickBooks Online helps ensure your agents get all the information they need to follow up on deals, including invoices, payments, credit notes, vendors, and purchase orders. One of its key integration features is its ability to have an automatic two-way data sync between Vtiger and QuickBooks every time a record is updated or created.

Though it has solid QuickBooks integration capabilities, this functionality is not available on the free plan. If you want to integrate your QuickBooks software with your CRM for a lower price, consider Agile CRM, which offers some QuickBooks capabilities in its free plan.

Vtiger Features

Vtiger’s integration with QuickBooks Online helps users view pertinent financial information and customer details so they can easily manage invoices, bills, and payments smoothly. Below are some of its features we like best:

  • Automatic QuickBooks syncing: Payments, invoices, and records data are automatically updated in the CRM system based on activity in QuickBooks
  • Invoicing in Vtiger: Invoices can be generated and sent through the CRM and synced to QuickBooks
  • Recordkeeping views: Users can view invoices, estimates, and payment information from the CRM platform
  • Comprehensive QuickBooks integration: CRM integrates with all versions of QuickBooks
Vtiger automatic QuickBooks syncing features.

All data put into the CRM automatically syncs with users’ QuickBooks Online accounts. (Source: Vtiger)

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Insightly: Best QuickBooks Online CRM With Free Project Management Features

Insightly

Insightly Logo that links to Insightly homepage.

Overall Score: 3.46
OUT OF 5

What We Like

  • Free project management features
  • QuickBooks Invoice and payment history are viewable in contact records
  • Simple and easy to use

What’s Missing

  • Free plan limited to two users
  • Cannot send QuickBooks invoices through CRM system

Pricing Summary*

  • Free: Up to two users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month
  • Free trial for paid plans: 14 days

*Based on annual billing. Monthly subscriptions are also available at higher rates.

Insightly is a solid CRM for lead management, offering lead auto-assignment, record deduplication, and lead relationship linking features. It has free project management features that allow you to collaborate on projects and organize relevant individual tasks. Additionally, the QuickBooks Online 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, which most users find easy to use. However, just like Freshsales, Insightly cannot send QuickBooks invoices within the CRM system. Consider Vtiger if you need the ability to manage QuickBooks invoices from your CRM.

Insightly Features

Insightly is an easy-to-use CRM with robust project and lead management tools. Below are some of the features that we find most useful:

  • Viewable financial information: QuickBooks invoices, payments, and estimates information and history can be viewed in the contact, opportunity, and project records of the CRM
  • Free project management tools: Built-in project management capabilities included on the free plan
  • Automated lead routing: Leads can be automatically assigned to sales reps as they are generated based on preset criteria such as location, lead source, and potential deal size
  • Duplicate detection: Automatic detection of duplicate or potential duplicate lead, contact, and opportunity records
Insightly contact's financial information from QuickBooks.

Insightly lets users view their customers’ financial information from QuickBooks. (Source: Insightly)

Insightly’s CRM software offers robust contact and lead management features and has integrated project management capabilities. Plus, it has a user-friendly interface and extensive third-party integration options. To learn more about its features and functionality, read our Insightly review.

Visit Insightly

How We Evaluated the CRM Software Compatible With QuickBooks Online

To determine the best CRM integrations with QuickBooks Online, we evaluated product attributes specific to QuickBooks’ capabilities such as managing QuickBooks invoices and payments from the CRM. We also evaluated the CRM’s ability to sync data two ways between both the accounting software and CRM systems, plus general product characteristics like product price, usability, and customer support.

We chose Pipeline CRM as our top pick for the best CRM for QuickBooks Online because it allows users to manage and generate invoices from within the system. It syncs users’ data between the two software automatically, ensuring that customers’ financial details are constantly updated. Furthermore, it enables businesses to use their QuickBooks data to generate sales forecasts and predict incoming revenues.

Visit Pipeline CRM

The tabs below offer insight into our evaluation process for choosing the best CRMs for QuickBooks integration:

20% of Overall Score

Cost is typically among the most important criteria for any business, so it was the most heavily weighted when evaluating the best QuickBooks Online CRMs. CRM pricing took into account free plan availability, scalable pricing options, and having options to pay monthly or save by paying annually.

30% of Overall Score

We looked at overall features we feel are necessities in any CRM system, such as integration options, reporting, and analytics tools. We also evaluated features specific for when users integrate the CRM system with QuickBooks Online, such as invoicing and record syncing for accounting data from the QuickBooks platform into the CRM system.

20% of Overall Score

The best CRMs that integrate with QuickBooks Online 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 Online, 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.

20% of Overall Score

Extensive support and service help prevent poor user experiences and outcomes users may encounter while using any of these CRM platforms. Help and support were evaluated in terms of customer service hours and the availability of support via phone, live chat, and email.

10% of Overall Score

In addition to firsthand experiences with the best CRM with QuickBooks Online functionality, we evaluated what other users say about each product. These criteria consider how customers feel, based on their reviews, to gain insight into platform popularity, ease of use, and overall value for the price.

*Percentages of overall score

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