Best CRM Software with QuickBooks Integration – Which One Is Best?

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

However, we found that the best overall CRM that includes a solid QuickBooks integration is HubSpot, thanks to its easy-to-use interface and vast functionality across sales, marketing, and customer service industries. Plus, it offers an excellent free plan and offers a more affordable starting price than Method CRM at only $15 per user, per month.

In this guide, you’ll learn about some of the best CRM platforms available that are capable of integrating with QuickBooks, as well as what to look for when searching for a system that is compatible with the accounting software.

In this guide:

• Best CRM With QuickBooks Integration Reviewed
• What to Look for in QuickBooks Compatible CRM Software
• How We Evaluate CRM Systems With QuickBooks Integration
• Verdict: What Is the Best CRM With QuickBooks Integration?

Best CRM With QuickBooks Integration Reviewed

Below, we’ve listed some of the best CRMs across our hands-on research that offer QuickBooks integration. Click the links below to get an in-depth look at each provider and keep scrolling for more information about how these platforms operate with accounting software.

• Method CRM – Best CRM for QuickBooks integration
• HubSpot – Best overall CRM with QuickBooks integration
• Salesforce – Best CRM for analytics with QuickBooks integration
• Zoho CRM – Best CRM for small businesses with QuickBooks integration
• Freshsales – Most affordable CRM with QuickBooks integration

Method CRM – Best CRM for QuickBooks Integration

Method CRM is a highly customizable CRM that even offers professional customization services to set up your system exactly how you want it. The workflow automation, in particular, can help your team save time through streamlined operations, with third-party integrations with more than just QuickBooks.

Method CRM isn’t typically at the top of our “best CRM” guides, because it’s missing some key functionality found in other popular options, like social media integration and team communication features. Still, when it comes to QuickBooks integration, it’s clearly the best, and we’ll explain why below.

Method CRM integration with QuickBooks

This is the real draw of Method CRM. As we’ve mentioned, this platform is specifically designed for high-level integration with QuickBooks, allowing for real-time, two-way data sync with the accounting platform. That means you’ll be able to update either QuickBooks or Method CRM, and the two services will update simultaneously, so you never have to manually input data twice or worry about the accuracy of your data.

Even better, the Method CRM and QuickBooks integration allows users to set up online portals that allow their customers to perform a wide range of actions, including paying invoices, approving estimates, and viewing order details. This self-service functionality will substantially take the load of your team, cutting down on needless communication and manual data entry.

The Method CRM payment gateway. Source: Method CRM

Method CRM pricing

Method CRM offers three different pricing plans with three clear use cases, which are conveniently explained in the plan names: Contact Management, CRM Plus, and CRM Enterprise. Here’s how the pricing breaks down:

• Contact Management: $25 per user, per month
• CRM Plus: $44 per user, per month
• CRM Enterprise: $74 per user, per month

The starting price is pretty high, particularly if you’re looking for anything more than contact management functionality. Still, given the seamless integration with QuickBooks, it could be worth it for your business.

HubSpot – Best Overall CRM With QuickBooks Integration

In our hands-on research, HubSpot is regularly featured as one of the best CRM available for accountants, as well as a range of other businesses. It offers accessibility for small businesses, thanks to its low starting price and free forever plan, and it offers scalability for larger teams thanks to robust team infrastructure features and a massive app library for third-party integrations, including QuickBooks.

The downside of HubSpot is that, despite the low starting price and the free forever plan, it can get quite expensive. As you’ll see in the pricing section below, the more expensive plans with the more advanced QuickBooks integration really will cost you a lot, and the provider comes with some hefty onboarding fees that will not be friendly to your budget. Still, if you need scalability in the long term, HubSpot can basically do it all.

Check out our in-depth HubSpot review for more information

HubSpot integration with QuickBooks

Like HubSpot’s integration with Xero, it’s integration with QuickBooks is obviously a bit less robust than a dedicated platform like Method CRM, but it still offers some excellent functionality to improve your overall CRM experience. You’ll be able to easily sync data — like Contacts, Invoices, and Products — between the two platforms, and you can customize how and when that data is synced to and from HubSpot.

While HubSpot’s QuickBooks integration is less streamlined than Method CRM, it does provide in-depth sync health reporting and error resolution tools, so that if anything does get lost in the shuffle, you’ll be able to find it and solve the issue quickly and efficiently.

The HubSpot sales pipeline made it easy to see how our team was progressing. Source: Tech.co testing

HubSpot pricing

Given the robust nature of HubSpot, there are a lot of different pricing options, depending on whether you’re looking for sales, customer service, marketing, content, or commerce functionality. For the sake of reducing complexity, we’ll list the pricing options for the Sales Hub, but feel free to check out our HubSpot pricing guide to learn more.

• Starter: $15 per user, per month
• Professional: $90 per user, per month
• Enterprise: $150 per user, per month

Additionally, HubSpot offers a free forever plan for up to two users that can get you started at no cost to your business at all. However, the HubSpot free plan — as well as the HubSpot Starter plan — have more limited integration with QuickBooks than the Professional and Enterprise plans, so keep that in mind when making your choice.

Salesforce – Best CRM for Analytics With QuickBooks Integration

Salesforce is a popular CRM for good reason, offering substantial functionality across sales, marketing, and customer service industries, in the form of its “Clouds.” As far as its CRM functionality goes, we found in our research that it offers extremely customizable and thorough reporting and analytics tools, so you can get helpful, data-driven insights about how your business operates. On top of that, Salesforce provides expert, 24/7 customer support along with handy pop-ups in the platform to guide you through necessary business operations.

Salesforce is admittedly a bit intimidating for smaller businesses, though. All those analytics can be difficult to navigate and are largely unnecessary if you aren’t a larger company with serious data demands. All in all, though, Salesforce is akin to HubSpot in that it can really do it all, thanks to its massive app library that allows you to connect services like QuickBooks to the platform.

Check out our Salesforce review for more information

Salesforce integration with QuickBooks

Given the massive app library available from Salesforce, there are actually a few dozen third-party integrations with QuickBooks available that perform a wide range of different actions. Two of the most popular, Breadwinner and DBSync, offer bidirectional data sync between QuickBooks and Salesforce, that can help you synchronize invoices, estimates, orders, payments, and balance information.

To save even more time, Salesforce provides a vast range of pre-built templates for its QuickBooks integration, so you’ll be able to avoid the arduous task of custom mapping your entire system manually once it’s set up. This can go well with the many analytic dashboards available from Salesforce, allowing you to get a clear picture of how your company is performing on QuickBooks and beyond.

The Salesforce Home dashboard is a customizable hub that hosted all of the important information we needed for our sales and service business. Source: Tech.co testing

Salesforce pricing

Like HubSpot, Salesforce pricing ranges substantially across its many functionalities, with the CRM offering different clouds for sales, customer service, and marketing. To keep it simple, we’ll outline the prices for the Salesforce Sales Hub below but check out our Salesforce pricing guide to learn more.

• Starter Suite: $25 per user, per month
• Pro Suite: $100 per user, per month
• Enterprise: $165 per user, per month

Salesforce doesn’t offer a free forever plan, but you can get access to the platform before you make a financial commitment with the 30-day free trial, which should be more than enough time to decide if it’s right for your business.

Zoho CRM – Best CRM for Small Businesses With QuickBooks Integration

Our hands-on research actually found that Zoho CRM is, in fact, the best CRM for small businesses, because it offers a wide range of advanced features on all of its low-cost plans. On top of that, Zoho CRM is highly customizable and easy to use, which is a hard-to-come-by combination that will make small business owners that much happier to use it.

“Small businesses” is the operative word, though. Zoho CRM does lack some of the team infrastructure features that make HubSpot and Salesforce so great for scaling businesses that want to grow into larger enterprises, which includes its somewhat rudimentary integration with QuickBooks. As a small operation, though, it’s hard to do better than Zoho CRM.

Zoho CRM integration with QuickBooks

For Zoho CRM, the QuickBooks integration also offers bidirectional data sync, so you can save time on manual data entry for everything, including Contacts, Accounts, Products, Invoices, Sales Order, Purchase Order, Quotes, and Vendors.

Perhaps the biggest benefit of the Zoho CRM integration with QuickBooks, though, is that it provides effective tax sync, which other options like HubSpot do not offer. This means you’ll be able to sync your data along with tax information, instead of having to add it after the fact, saving your team even more time in the long run.

Zoho CRM allowed us to customize our sales pipeline to match our needs. Source: Tech.co testing

Want to create a sales funnel instead? Find out more about sales funnels in our comprehensive guide.

Zoho CRM pricing

Zoho CRM offers the most pricing plans in this list, with five different options that you can choose from — Standard, Professional, Enterprise, Ultimate, and Plus. Here’s a breakdown of the available pricing plans:

• Standard: $14 per user, per month
• Professional: $23 per user, per month
• Enterprise: $40 per user, per month
• Ultimate: $52 per user, per month
• Plus: $57 per user, per month

Zoho CRM is one of the best CRM for small businesses because it offers such accessible pricing. With a low starting price, a free forever plan and lots of functionality, the system is helpful for getting smaller businesses access to tools at a price that won’t break the bank.

Check out our Zoho CRM pricing guide to learn more

Freshsales – Most Affordable CRM With QuickBooks Integration

If you’re trying to keep costs as low as possible while still using a CRM with QuickBooks integration, Freshsales might be exactly what you need. With a starting price of only $9 per user, per month, Freshsales is the cheapest option on the list to get started, as long as you don’t count the free plan from HubSpot.

The low price comes with some caveats, though, like a lack of customer service functionality and substantial limits on marketing features. If you’re primarily focused on sales, though, and you’re on a strict budget, Freshsales offers a surprisingly robust platform for the price.

Freshsales integration with QuickBooks

Freshsales offers a QuickBooks integration in its app library, called Freshworks Marketplace, and it offers a lot of invoicing features to combine the two platforms. You’ll be able to view invoices directly in the CRM platform, pin invoices to leads and contacts in Freshsales, and view summaries of paid and unpaid amounts for accounts, deals, contacts, and leads.

Most importantly, though, Freshsales offers its QuickBooks integration with the Growth plan, which starts at only $9 per user, per month, representing the most affordable CRM option that can integrate with QuickBooks.

The Freshsales launchpad functionality helped us perform certain actions with ease. Source: Tech.co testing

Freshsales pricing

Freshsales offers three different pricing plans that can get you access to a QuickBooks integration — Growth, Pro, and Enterprise. Here’s how the pricing plans from Freshsales match up against each other:

• Growth: $9 per user, per month
• Pro: $39 per user, per month
• Enterprise: $59 per user, per month

As we mentioned, Freshsales offers the most affordable paid plans that offer QuickBooks integration, with a starting plan that is decidedly cheaper than other platforms on this list.

What to Look for in CRM with QuickBooks Integration

You’ve learned a lot about CRM software that can integrate with QuickBooks, but that doesn’t mean you know what you’re looking for. Here are some of the most important factors to consider when you are looking for a CRM that integrates with QuickBooks.

• Data sync – The main feature of QuickBooks integration is the ability to seamlessly sync data between your CRM and the accounting software, so make sure your chosen option has proficient data sync capabilities that match your business needs.
• Security – QuickBooks houses a lot of sensitive data, which means you’ll want to be sure that the CRM integration with the platform is secure to avoid compromising your customer and company information.
• Customization – Many providers offer customizable methods by which your data is shared between QuickBooks and your CRM, so be sure to evaluate how that kind of functionality could help your business.

It’s also worth noting that the majority of CRM providers offer some level of QuickBooks integration, and making your decision based entirely on that is probably not your best bet. CRM software providers offer a wide range of different functionalities, and you’ll want to make sure you are choosing the best CRM for your business across the board, not just because of an accounting software integration.

How We Evaluate CRM Systems With QuickBooks Integrations at Tech.co

We take our impartial research and analysis seriously, so you can have complete confidence that we’re giving you the clearest, most useful recommendations.

After conducting an initial exploration to identify the most relevant, popular, and established CRM tools in the market, we put them through their paces to find out more about their strengths and weaknesses. In total, we analyzed 13 CRM systems, grading them across 84 areas of investigation.

Based on years of market research and CRM product testing, we’ve established a CRM research methodology to score products, which consists of six main assessment categories and 13 subcategories. This covers everything from the available features and scalability capacity to the product’s value for money and much more.

For this article specifically, we took into account both the results from our most recent CRM research series, and the capabilities of each provider’s Quickbooks integration. This is why QuickBooks specialist Method CRM ranks so highly, despite being quite limited compared to its rivals.

Our main testing categories for CRM systems are:

Features: The functionalities and capabilities provided by the CRM software, such as contact management, lead and opportunity tracking, and task and activity management.

Help and Support: The resources and assistance available to users when they encounter issues or require guidance while using the CRM software.

Customization: The ability to tailor the CRM software to suit the specific needs and processes of the organization, e.g. customizing fields, layouts, and workflows.

Scalability: The ability of the CRM software to accommodate the growth and changing needs of the organization, such as the capacity to handle a growing customer database.

Price: The cost associated with using the CRM software. It includes factors such as licensing fees, subscription plans, and additional charges for add-on modules or features.

Team Structure – Sales CRM: Determining if a platform makes it easier to manage large sales teams, including team dashboards, team hierarchies, and team inboxes.

Usability – Small Business CRM: Assessing the simplicity of the interface, the ease of navigating through menus and options, and the overall user experience.

When it comes to calculating a product’s final score, not all testing areas are weighted evenly, as we know some aspects matter more to our readers than others, which are merely “nice to have.” After hundreds of hours, our process is complete, and the results should ensure you can find the best solution for your needs.

At Tech.co, we have a number of full-time in-house researchers, who re-run this testing process regularly, to ensure our results remain reflective of the present day.

Learn more about our research.