Top CRM software that integrate with QuickBooks Online in 2025 vivek vadukiya December 20, 2024 12 min read QuickBooks is an accounting & bookkeeping software that enables businesses to keep track of their invoices, expenses, orders, projects, payroll, time activity and payments. The software helps generate, manage and share invoices with customers and receive payments. The software helps manage and receive Bills with vendors and pay the bills.A CRM that integrates with QuickBooks makes it easy for businesses to manage customer relationships and track finances. Customer relationship management tools store all essential information related to prospects or leads and customers in one central database. Connecting this database with your QuickBooks records can help you access invoices and other related financial information with ease. Such integration conserves time for the business indulged in any industry and also provides enhanced visibility into the financial position of the enterprise.1. SalesForceOverviewSalesforce is a premier cloud-based customer relationship management (CRM) platform, widely recognized for its extensive capabilities in sales, service, marketing, and analytics. It provides a comprehensive suite of tools that empower businesses to manage customer relationships effectively, streamline processes, and improve overall productivity. Salesforce is designed for scalability, making it suitable for organizations of all sizes.Features Contact & Lead Management: Centralizes customer data to facilitate tracking interactions and managing leads efficiently. Sales Automation: Automates repetitive tasks such as follow-ups and lead assignments, enhancing sales team productivity. Reporting & Analytics: Offers advanced reporting tools that provide insights into sales performance and customer behavior. Marketing Automation: Integrates marketing campaigns with sales processes to enable targeted outreach and engagement. AppExchange: A marketplace for third-party applications that can be integrated to extend Salesforce’s functionality.Salesforce QuickBooks IntegrationFeatures: Salesforce integrates seamlessly with QuickBooks Online, allowing users to sync customer data and invoices. This integration enables the sales team to generate invoices directly from Salesforce without switching platforms.Limitations: Some users may find that advanced financial reporting requires additional tools beyond what Salesforce provides.Pros Comprehensive feature set and CRM product catalog. Great AI and automation features. Highly scalable and integrable platform.Cons An extensive catalog of features and products can make Salesforce complex. Can be expensive for small businesses. Steep learning curve for advanced features.PricingSalesforce offers multiple pricing tiers depending on the features required. A free trial is available for new users for 30-days.2. Keap CRMOverview: Keap (formerly Infusionsoft) is a CRM tailored for small businesses, combining CRM functionality with powerful marketing automation tools. It helps businesses manage leads, automate marketing tasks, and enhance customer engagement. Keap focuses on delivering a user-friendly experience while providing robust features designed for growth.Features Contact Management: Organizes customer information in one place for easy access and updates. Marketing Automation: Automates email campaigns, follow-ups, and lead nurturing processes to engage customers effectively. Sales Pipeline Management: Visualizes the sales process with customizable pipelines that help track leads through various stages. E-commerce Integration: Facilitates online sales by integrating with e-commerce platforms for seamless transaction management.Keap QuickBooks Online Integration Features: Keap integrates with QuickBooks Online to sync customer data and invoices. Users can manage financial transactions directly from Keap without needing to switch applications. Limitations: Some users may find that while basic syncing is effective, more complex financial reporting needs may require additional solutions.Pros & Cons by softwareadvicePros User-friendly interface designed for small business owners. Strong marketing automation features that enhance lead nurturing. Excellent customer support resources available.Cons Limited customization options compared to larger CRMs like Salesforce. Some advanced features may require additional training or support.PricingKeap offers tiered pricing plans based on the number of users and features required. A free trial is also available for potential customers of 14 days.3. NutShellOverviewNutshell is a CRM platform that’s all about simplifying your sales and customer relationship processes. It’s built primarily for small to mid-sized businesses, helping teams manage leads, track sales, and communicate more effectively with customers. Unlike more complex CRMs, Nutshell focuses on delivering powerful features without overwhelming users with too much complexity. It’s perfect for businesses that don’t need to spend weeks getting set up, but still want access to advanced tools like email automation and detailed reporting.FeaturesContact Management: Keep all your customer information in one place. Every interaction, from emails to notes and call logs, can be tracked in an easy-to-navigate system.Sales Pipeline: Visualize your entire sales process with customizable pipelines, making it easier to track where leads are in the buying journey.Email Campaigns & Automation: With its drag-and-drop email builder, you can create visually appealing email campaigns and automate follow-ups to save time on repetitive tasks.Reporting & Analytics: Generate reports on sales performance, pipelines, and team activities, with the ability to forecast future sales and spot trends.Team Collaboration: Team members can share notes, assign tasks, and collaborate on deals all in one place, keeping everyone aligned.Mobile App: Use the mobile app to track leads, view reports, and manage tasks while on the go—ideal for salespeople who are often away from their desks.NutShell QuickBooks Online IntegrationFeatures:Syncs customer contact information directly from Nutshell to QuickBooks, and you can create and track invoices from the CRM. This means your sales team can generate invoices without jumping between systems, streamlining workflows for both sales and accounting teams.Limitations:You might find the integration a bit basic if you need more advanced financial management features beyond invoicing. It’s a solid solution for small businesses, but larger companies might outgrow its capabilities.Pros User-friendly interface, excellent customer support, great for small teams, built-in email marketing.Cons Limited customization options compared to competitors like Salesforce, and mobile app could use more features.Pricing Free Trial: Try Nutshell free for 14 days4. HubSpotOverview:HubSpot is a household name when it comes to CRM solutions, known for its robust features and scalability. Whether you’re a small business just starting or a larger enterprise looking for comprehensive tools, HubSpot delivers. It’s especially popular for its free version, which offers a ton of features without any cost, and it scales well as your business grows. The platform covers everything from lead generation to nurturing, sales automation, and marketing campaigns, all under one roof.FeaturesContact & Lead Management: Manage an unlimited number of contacts and companies, and keep track of every interaction across multiple channels—whether it’s an email, call, or meeting.Sales Automation: Automatically assign leads to sales reps, set follow-up reminders, and even use predictive lead scoring to prioritize contacts that are most likely to convert.Email Marketing: HubSpot’s email marketing tools allow you to create beautiful campaigns, segment your audience, and track engagement to fine-tune your strategy.Reporting Dashboards: Get a clear picture of your sales performance, pipeline health, and team productivity with fully customizable dashboards and reports.Live Chat & Help Desk: Engage with website visitors through live chat and manage customer inquiries through its help desk feature, keeping everything organized in one place.Integrations: HubSpot integrates with a wide array of tools, including QuickBooks, making it easy to sync customer and financial data.Pros Intuitive design, highly scalable, robust free version, strong marketing tools.Cons Some advanced features can be expensive, and the setup process can be time-consuming for larger teams.PricingFree Trial :HubSpot QuickBooks Online Integration: Features: HubSpot seamlessly syncs with QuickBooks Online to sync customer data and invoices. You can generate invoices from within HubSpot and track the payment status in real-time. Plus, it helps you automate follow-ups for overdue payments. Limitations: You may need to rely on third-party tools for more complex financial reporting, as the integration mostly focuses on syncing data rather than managing it within HubSpot.5. MethodOverviewMethod CRM is specifically designed for QuickBooks users. It’s not just integrated with QuickBooks; it’s practically built around it, making it an ideal CRM for businesses that heavily rely on the accounting software. Method’s strength lies in how tightly it syncs with QuickBooks, allowing you to manage your customer relationships and financial data in one place.Features QuickBooks Integration: Every contact, lead, invoice, payment, and estimate is synced automatically with QuickBooks, making it incredibly easy for businesses to stay on top of their financials while managing customer relationships. Customization: One of Method’s standout features is how customizable it is. You can create custom workflows and fields to match your business needs, and even automate processes like follow-ups and task assignments. Lead & Contact Management: Keep track of every customer interaction and history, while also managing your sales pipeline to track deals. Email Campaigns: Create and send personalized email campaigns directly from the CRM, and track open rates, clicks, and engagement. Payment Processing: You can even process payments within the CRM, which is something not every CRM offers.Pros Seamless integration with QuickBooks and Xero. 24/7 customer self-service portal. Dedicated customization team. A complete view of customer interactions. Automated follow-ups and reminders. Fully customizable sales dashboards and workflows.Cons Best suited for QuickBooks or Xero users. Available only in English.PricingFree Trial: Method CRM offers a free trial with no credit card required.Method QBO Integration: Features: Method syncs two-way with QuickBooks, so whether you’re creating estimates, invoices, or payments in Method, it’s automatically reflected in QuickBooks, and vice versa. You can also automate workflows like payment reminders and follow-ups. Limitations: Customization is powerful but can be overwhelming for users who aren’t tech-savvy.6. InsightlyOverviewInsightly is a powerful yet easy-to-use CRM designed to help businesses of all sizes grow by managing their customer relationships and projects efficiently. It’s a versatile tool that combines both sales and project management, making it particularly useful for businesses that need to keep a close eye on both aspects. With deep integration options and an intuitive interface, Insightly is ideal for teams that need a CRM and project manager rolled into one.Features Project Management:Insightly goes beyond standard CRM functions by offering project management tools. You can create tasks, assign team members, and track project progress all within the same platform. Sales Pipeline Management:Visualize your sales pipeline with drag-and-drop functionality to easily manage leads and opportunities. Email Marketing:Send out email campaigns and monitor engagement, helping your marketing and sales teams stay aligned. Reporting & Dashboards:Build custom reports and dashboards to track key metrics, from sales goals to project milestones. Mobile App:Stay productive on the go with Insightly’s feature-rich mobile app.Pros Excellent project management features, intuitive design, strong reporting capabilities.Cons Some users report a learning curve, especially with more advanced features, and the customer support could be better.PricingFree Trial: It allows 14 days free trialInsightly QBO Integration Features: Syncs QuickBooks invoices, payments, and contact data with Insightly. You can manage and track invoices directly from Insightly, making it easier to keep tabs on customer financials without switching platforms. Limitations: Integration is limited to basic data sync, so advanced financial management needs might require additional software. To learn more about the top CRM systems that integrate with QuickBooks, check out our detailed blog: Top QuickBooks CRM Integration.7. Zoho CRMOverviewZoho CRM is among the best HubSpot alternatives for small-to-medium-sized businesses. Zoho CRM combines a user-friendly interface with extensive integration options, providing an all-in-one solution for businesses. Its custom sales dashboards and automation simplify even complex sales processes.Features Contact & Lead Management:Zoho CRM allows businesses to capture and store all customer information, track communication, and manage leads throughout the sales pipeline. The platform makes it easy to prioritize leads based on scoring, which helps sales teams focus on the best opportunities. Sales Automation:Automate routine tasks like sending follow-up emails or assigning leads to sales reps, which helps teams save time and boost efficiency. You can also set up rules to automate approvals or reminders for specific actions. Omnichannel Communication: Zoho CRM lets you connect with customers through email, phone, social media, and live chat. This means you can manage customer communication across multiple channels from one platform. Custom Reports & Dashboards:Get a clear view of your business performance with customizable reports and dashboards. Zoho offers over 40 built-in reports and allows users to create their own to track specific metrics like sales targets and team productivity. AI Assistant (Zia): Zia, Zoho’s AI assistant, is there to help automate tasks, predict sales outcomes, and provide data-driven insights into your leads and customers. It’s like having a virtual sales assistant on hand 24/7. Mobile App:The Zoho CRM mobile app ensures that sales teams can access customer data, manage leads, and stay productive while on the go. It offers a seamless experience between desktop and mobile.Pros Simple for non-tech users. AI assistant Zia offers predictive insights to boost productivity. Strong mobile access for remote teams. Strong dedication to user data privacy and security.Cons Extra charges for certain integrations. Some advanced features come with a learning curve. Lower reporting capabilities compared to some competitors. Large datasets may slow down performance.PricingFree Trial: Zoho CRM offers a limited free version for up to 3 users and four paid plans:Zoho QuickBooks IntegrationZoho CRM with QuickBooks Online integration, making it easier for businesses to manage their financial data alongside their customer relationships. The integration helps ensure that sales teams and accountants stay aligned without needing to switch between platforms.Features That Sync Customer Data Sync: Contact information from Zoho CRM is automatically synced with QuickBooks Online, ensuring that customer records stay up to date in both systems. Invoice & Payment Sync: You can create and track invoices in Zoho CRM and have them automatically reflected in QuickBooks. This keeps your billing and customer records in sync. Sales Order Management: Sales orders created in Zoho CRM are synced to QuickBooks for easy financial tracking and reporting.Limitations Sync Frequency: The synchronization between Zoho CRM and QuickBooks is not real-time, which could be an issue for businesses needing instant updates across both systems. Syncing typically happens at set intervals, so there may be delays in reflecting data. Setup Complexity: Setting up the integration can require some technical know-how. While Zoho offers support and documentation, it may not be the easiest process for businesses without dedicated IT resources.8. Pipedrive CRMOverviewPipedrive is a CRM designed specifically for sales teams, focusing on helping businesses manage leads, track communications, and automate repetitive tasks. It’s known for its ease of use, visual sales pipelines, and deep customization options. Pipedrive caters to small and medium-sized businesses and provides a flexible platform that adapts to a variety of sales processes. The CRM is especially suited for sales-driven companies and has grown popular due to its intuitive design and robust feature set.Features Sales Pipeline Customization:Pipedrive’s biggest strength is its customizable pipelines, which allow businesses to adjust sales stages and workflows to suit their exact needs. Deal Tracking:Pipedrive excels in tracking deals through different stages, with visual aids like Kanban boards and custom views, making it easy for teams to follow up on potential leads. Contact Management:The CRM provides an in-depth contact management system, offering a complete history of interactions with clients, including emails, calls, and meetings. This helps ensure more personalized communication. Activity and Task Automation: Pipedrive helps automate tasks such as follow-ups, updates, and lead assignments, freeing up time for sales teams to focus on high-priority deals. Reporting and Analytics:While some users feel the reporting tools are somewhat basic, it does offer customizable reports and dashboards for tracking essential sales metrics. Integrations:Pipedrive integrates with QuickBooks Online, allowing businesses to easily sync contacts, invoices, and sales data for better financial management.Pros Integration with over 500 third-party applications enhances functionality. Easy to navigate. Unlimited, customizable sales pipelines. AI Sales Assistant delivers actionable insights.Cons Lower-tier plans offer fewer customization options. Basic features cannot support complex sales processes. Prices increase quickly with advanced features. Limited reporting customization.PricingPipedrive QBO IntegrationFeatures That Sync: Pipedrive integrates directly with QuickBooks Online, allowing users to sync contacts, invoices, and sales data across platforms. This integration streamlines financial management by letting you generate invoices directly from Pipedrive, automatically updating payment statuses and contact details in QuickBooks.Limitations: Some advanced accounting functions (like syncing all transaction data) may require additional third-party apps, and the integration is focused more on sales data than deep financial analytics.9. Freshsales CRMOverviewFreshsales is a smart, all-in-one CRM solution that works especially well for sales teams looking to streamline their processes. It’s designed to be intuitive, offering tools to help businesses manage leads, automate tasks, and engage with customers all in one place. If you’re looking for a CRM that gives you powerful features like AI-based lead scoring and built-in communication tools like email and phone, Freshsales fits the bill perfectly. It’s a part of the Freshworks suite, which means it integrates well with other tools from the same ecosystem, giving you a unified experience.Features AI Lead Scoring: This feature automatically ranks your leads based on their engagement and behavior, so you know which ones to focus on first. Customizable Sales Pipelines: It offers a drag-and-drop interface to easily manage your sales process and move deals through stages. Built-in Email, Phone, and Chat: No need to jump between apps—communicate directly with clients from within Freshsales, and track everything in one place. Workflow Automation: Automate repetitive tasks like sending follow-up emails or moving leads to different stages based on actions they’ve taken. Mobile App: If you’re constantly on the go, Freshsales’ mobile app helps you keep tabs on deals and make calls directly from your phone. Sales Analytics: Basic reporting lets you measure performance, track key metrics, and make data-driven decisions.Pros User-Friendly Interface: Many users find it easy to set up and navigate, even if they’re not tech-savvy. Great Value: Compared to pricier CRMs, Freshsales offers solid features for its cost, making it a good option for small and medium businesses. Built-In Communication Tools: The inclusion of email, phone, and chat in one platform reduces the need for multiple tools. AI-Driven Lead Scoring: Helps teams focus on the most promising prospects without manually analyzing data. Solid Free Plan: Freshsales has a free plan that offers decent functionality for small teams.Cons Limited Customization: While the CRM is customizable, some users feel it lacks the deep personalization options they need, especially larger companies with more complex sales processes. Support Response Time: Users have noted delays with customer support at times, which can be frustrating when immediate assistance is needed. Advanced Features Locked Behind Paywall: Some advanced features, like advanced analytics, are only available in higher-priced tiers.PricingFree Trial: 21-day FREE trial. No credit card required.QBO IntegrationFreshsales integrates with QuickBooks Online, making it easier to manage your accounting and sales data together. You can sync customer data, such as invoices and contacts, between the two systems, making sure your financials and sales are aligned. This integration is particularly useful for small and medium businesses, where having sales and accounting work hand in hand can prevent miscommunications or missed details.Features That Sync: Customer and invoice data are synced between Freshsales and QuickBooks, so both teams (sales and accounting) are always working with updated information.Limitations: While the integration covers key accounting needs, it may not offer the full range of financial analytics that some companies might expect. You may need other tools for deeper financial reporting.10. Active CampaignOverviewActiveCampaign stands apart due to its marketing automation platform, which it combines with email marketing and a CRM platform. It is an ideal HubSpot alternative for small to medium-sized businesses, entrepreneurs, and marketing agencies.Features Key features include Email marketing automation CRM capabilities Marketing automation workflows A/B testing Site tracking and analytics Integrations with other platforms (e.g., Shopify, WordPress)Pros Unlimited email sends, even at lower tiers. Advanced lead scoring and segmentation. Strong marketing automation tools. Free migration for seamless onboarding.Cons Limited integrations on lower-tier pricing plans. Its free trial is quite limited to 100 contacts and 100 emails. Limited customization options for email templates. Steep learning curve for advanced features.PricingFree Trial: ActiveCampaign offers a 14-day free trial with access to all features in the Professional plan.ConclusionIntegrating QuickBooks with your CRM system is a game-changer for businesses seeking to optimize their operations. By connecting your customer relationship management tools with QuickBooks, you can seamlessly synchronize financial data with customer insights, reducing manual effort and minimizing errors. Whether it’s Salesforce, Zoho CRM, HubSpot, or other platforms, each CRM offers unique features that cater to different business needs.QuickBooks CRM integration enables businesses to streamline workflows, improve financial tracking, and enhance customer relationship management, all in one place. This ensures better decision-making, faster invoicing, and improved collaboration between sales and accounting teams. Regardless of your industry or business size, integrating QuickBooks with your CRM can significantly boost efficiency and overall performance.If you’re looking to integrate QuickBooks with your CRM, explore these tools to find the one that best aligns with your needs.