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Why do I need a CRM?

7 Best QuickBooks CRM Software

Corporate solutions for client management



QuickBooks is a great tool for managing your finances, but it’s not enough for running your business. You also need a CRM that can help you manage your customers, leads, projects, and more. CRM stands for customer relationship management, which is a software that helps businesses manage their interactions with prospects and customers. CRM software can help with tasks such as lead generation, sales pipeline management, marketing campaigns, customer service, and analytics.

Whether you run a small business or a large enterprise, these QuickBooks CRM software options can help you enhance productivity, improve customer relationships, and drive growth. Let’s dive into the world of QuickBooks CRM and discover the 7 perfect solutions to meet your business needs.

These 3 stand out as the best of the bunch: 

1. CostaRicaCRM (Best Overall CRM for Quickbooks CRM)

2. Insightly (Best user-friendly Quickbooks CRM)

3. Agile CRM (Best Free CRM with QuickBooks Online Integration)

  1. CostaRicaCRM

CostaRica CRM is a cloud-based solution that helps you manage your contacts, leads, opportunities, invoices, and more from one platform. You can also sync your data with QuickBooks in real time, eliminating the need for manual data entry and avoiding errors and duplicates.

CostaRica CRM is designed to help you grow your business and improve your customer relationships. You can create custom workflows, automate tasks, send personalized emails, and track your sales performance with dashboards and reports. You can also access your CRM from any device, anywhere, anytime. 

Here are some of its features:

Rating: 

Pricing

CostaRica CRM offers various packages at different price points. You may contact info@CostaRicaCRM.com for more information about their services.

The best part about the pricing is that you only pay for how much you need.

ProsCons
A cloud-based solution, hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. Insightly

Insightly CRM is a cloud-based solution that integrates with QuickBooks online, giving you the best of both worlds. Insightly CRM enables you to expand your business and satisfy your clients. It supports building customized pipelines to manage sales operations, allocate tasks to various team members, and keep track of accomplishments with access to a dashboard and analytics.

Insightly CRM provides you with the opportunity to grow your business and make your customers happy. It features custom pipelines to maintain any sales process, lets you assign tasks among team members, and offers detailed dashboards to keep track of progress.

Here are some of its features:

  • Relationship linking
  • Mobile business card scanning
  • Mobile voice notes
  • AppConnect

Rating: 4.0/5 (G2 Rating)

Pricing

Insightly CRM offers four plans: a free plan for up to 2 users, a Plus plan for $29 per user per month (billed annually), a Professional plan for $49 per user per month (billed annually), and an Enterprise plan for $99 per user per month (billed annually).

ProsCons
It is easy to use and customize.It integrates with many popular apps.Provides real-time insights and analytics. It also has a native marketing and service integration that allows you to create engaging customer journeys and deliver excellent support.It has some limitations on the number of records, emails, workflows, and custom fields.It lacks some advanced features, such as social media integration, lead scoring, and artificial intelligence.
  1. Agile CRM 

Agile CRM is a cloud-based platform that seamlessly integrates with QuickBooks online, providing you with a centralized hub to manage your entire business effortlessly. By syncing your data between the CRM and QuickBooks, you gain complete control over your income, expenses, taxes, and more. 

But agile CRM doesn’t stop at financial integration. It empowers you to customize fields, labels, and segments, allowing you to organize your data in a way that makes sense for your unique business needs. No more digging through cluttered files or spreadsheets. Find the information you need in a flash.

Here are some of its features:

  • Gamifies the sales process
  • Very adaptable to calling 
  • Web engagement feature 

Rating: 4.0/5 (G2 Rating)

Pricing

Agile CRM offers four pricing plans: Free, Starter, Regular, and Enterprise. The Free plan is for up to 10 users and includes basic features. The Starter plan costs $8.99/user/month and adds more features. The Regular plan costs $29.99/user/month and adds advanced functionalities. The Enterprise plan costs $47.99/user/month and includes additional premium features.

ProsCons
It is an all-in-one platform that integrates sales, marketing and service functions in one place.It is affordable and offers a free plan for up to 10 users with no time limit.It is cloud-based, mobile-ready, fast and simple to use.It has some limitations on the number of contacts, emails, plugins and integrations in each plan.It has some issues with customer support responsiveness and quality.It has some bugs and glitches that affect its performance and usability.
  1. Freshsales

Freshsales CRM, the cloud-based solution that seamlessly integrates with QuickBooks online, revolutionizing the way you sync and streamline your accounting processes.

Delving into what truly sets Freshsales CRM apart is that you can effortlessly view customer invoices under their respective leads or contacts. You gain a comprehensive summary of the total paid and unpaid amounts for each account, deal, contact, and lead, helping you stay on top of your financials with ease.

Here are some of its features:

  • Freddy AI
  • Built-in phone system
  • Email sequences
  • Social integration
  • Live chat and email marketing tools

Rating: 4.6/5 (G2 Rating)

Pricing

Freshsales CRM is a customer relationship management software that offers solutions for lead management, sales automation, email marketing, chat, phone and more. It has four pricing plans: Growth, Pro, Enterprise and Forest, which cost $15, $39, $69 and $79 per user per month, respectively (billed annually).

ProsCons
It has a simple and intuitive user interface that makes it easy to use.It has an AI assistant called Freddy that helps you with lead scoring, deal insights and next-best actions.It has a built-in phone and chat system that lets you communicate with your prospects and customers from within the CRM.It may lack some advanced features that other CRMs offers, such as social media integration, project management or workflow automation.It may have some limitations on data storage, email campaigns and custom fields, depending on the plan you choose.It may not integrate well with some third-party apps or platforms that you use.
  1. Pipeline CRM

Pipeline CRM is a comprehensive sales and project management tool that simplifies contact management, deal tracking, workflows, and invoicing for businesses. With seamless integration with QuickBooks, it offers unique features to enhance your CRM experience.

Pipeline CRM also provides robust sales forecasting capabilities. By leveraging sales information and QuickBooks financial data, you can generate accurate sales forecasts. Additionally, advanced insights and reports are available to monitor your sales performance and revenue, helping you make informed business decisions.

Here are some of its features:

  • Two-way data sync
  • Invoice generation
  • Sales forecasting
  • Customer relationship management

Rating: 4.4/5 (G2 Rating)

Pricing

Pipeline CRM offers three pricing plans with different features: Start, Develop, and Grow. The Start plan ($25) is the most basic and affordable option, while the Develop plan ($33) adds more features for managing projects and accounts. The Grow plan ($49) is the most advanced and expensive option, with features like email sequences, workflow automation, and social integration. The prices vary depending on whether you pay annually or monthly.

ProsCons
Easy to use and customize.Good customer support and training.Integrates well with other tools like Gmail and Outlook.Provides a clear view of the sales pipeline and activities.Lacks some advanced features like lead scoring and web forms.Reporting and analytics could be improved.The mobile app is not very user-friendly.Pricing is not very competitive compared to other CRMs.
  1. Method CRM

Method CRM is an incredibly flexible and scalable solution designed to streamline your workflows, manage contacts efficiently, and seamlessly synchronize data with QuickBooks in real-time. 

Method CRM is the ideal choice for companies that are looking to increase efficiency, elevate customer experiences and promote growth. Its flexibility and integration with QuickBooks make it stand out from other solutions in the market.

Here are some of its features:

  • Industry-leading integration
  • Customizable platform
  • Online portals
  • App integrations

Rating: 4.3/5 (G2 Rating)

Pricing

Method CRM has three pricing plans: Contact Management, which costs $25 per user per month (billed annually) and offers simple lead and customer management; CRM Pro, which costs $44 per user per month (billed annually) and offers powerful QuickBooks CRM; and CRM Enterprise, which costs $74 per user per month (billed annually) and offers automation for every workflow from sales to service.

ProsCons
It has one of the best QuickBooks integration in the industry.It allows you to customize your workflows and solutions to meet your unique needs.It connects to apps like Gmail, Outlook and Mailchimp, with hundreds of other integrations available via Zapier.It may have a steep learning curve for some users.It may not have some advanced features that other CRMs offer, such as AI or predictive analytics.It may not be compatible with some versions of QuickBooks, such as QuickBooks Online Advanced.
  1. Vtiger Cloud 

Vtiger CRM is a versatile and user-friendly tool that helps you automate your workflows, manage your contacts, and sync your data with Quickbooks in real-time.

Vtiger CRM is a comprehensive and reliable option for SMBs that use Quickbooks for their financial operations. It streamlines processes and grants customization within the same system, making it extremely efficient.

Here are some of its features:

  • Two-way, real-time sync with QuickBooks
  • Custom field mapping
  • Available customer information
  • Integrations with prominent apps

Rating: 4.2/5 (G2 Rating)

Pricing

ProsCons
Highly secure and prevents any data loss or intrusion.Uninterrupted access to contact data.Affordable pricing.Limited customization.Users face difficulty in migrating data. Has a steep learning curve.

What is Quickbooks CRM?

QuickBooks CRM is a term that refers to a Customer Relationship Management (CRM) software that works with QuickBooks, a popular accounting software. A QuickBooks CRM lets you manage accounting, invoicing, and customer management activities in one place.

It also makes it easier for you to target and manage leads, opportunities and customers. It helps in creating and sending out invoices and estimates as well as syncing accounting and billing data across the platform.

How CRM can be used in Quickbooks CRM?

One of the applications that QuickBooks can integrate with is CRM software. By connecting CRM and QuickBooks, businesses can benefit from the following:

  • Data synchronization: It can share data in real-time, ensuring that both systems have the most accurate and up-to-date information. For example, when a new customer is added to CRM, it can automatically create a corresponding customer record in QuickBooks. Likewise, when an invoice is paid in QuickBooks, it can update the payment status in CRM.
  • Workflow automation: It can automate tasks and processes that involve both systems, saving time and reducing errors. For example, when a deal is won in CRM, it can automatically generate an invoice in QuickBooks. Likewise, when a payment reminder is sent in QuickBooks, it can log the activity in CRM.
  • Business intelligence: It can provide insights and reports based on data from both systems, helping businesses make informed decisions and optimize their strategies. For example, CRM can show the sales pipeline and forecast based on data from QuickBooks.

What are the advantages of CRM of Quickbooks CRM?

By connecting CRM and QuickBooks, businesses can enjoy several advantages. A few of them are listed below:

  • Data accuracy: CRM and QuickBooks can sync data in real-time, ensuring that both systems have the most updated and consistent information. As an example, when a new client is added to your CRM system, QuickBooks can immediately create the corresponding customer record without any manual input.
  • Workflow efficiency: It can also automate tasks and processes that involve both systems, saving time and resources. For instance, when a deal is struck in your CRM platform, it can immediately create an invoice in QuickBooks – this helps streamline your processes and save time.
  • Business information: Businesses can make use of CRM and QuickBooks to obtain insights and reports based on financial data. This enables them to make informed decisions and adjust their strategies accordingly. For instance, using the data from QuickBooks, the CRM can display a sales forecast as well as track the sales pipeline.

What are the disadvantages of CRM of Quickbooks CRM?

There are also some disadvantages that businesses should be aware of before adopting CRM of QuickBooks CRM, such as:

  • Cost: Implementing CRM for QuickBooks CRM requires a significant investment in both software and hardware. CRM software can be expensive, especially if it offers advanced features and customization options. In addition, businesses may need to upgrade their existing hardware or purchase new hardware to support the integration and data synchronization between CRM and QuickBooks.
  • Security: CRM of QuickBooks CRM involves storing sensitive data in a centralized location, which can pose a risk of data loss or breach. If the CRM system is hosted by a third-party provider, businesses may have limited control over the security and privacy of their data. 
  • Complexity: CRM of QuickBooks CRM can increase the complexity of business operations and processes. Businesses may need to adjust their workflows and policies to accommodate the integration and synchronization between CRM and QuickBooks.

What CRM practices should Quickbooks CRM avoid?

One of the main benefits of using a QuickBooks CRM is that it can sync data between your accounting software and your customer relationship management software. This can help you save time, avoid errors, and improve efficiency.

Avoid taking privacy issues lightly: While online portals can enhance customer experience, they also pose security and privacy risks. If your online portals are not secure and private, your customers’ personal and financial information may be exposed to hackers or unauthorized parties. Therefore, you should not neglect security and privacy issues when using online portals for your customers.

Do not ignore the importance of data synchronization: One of the main benefits of using a QuickBooks CRM is that it can sync data between your accounting software and your customer relationship management software. This can help you save time, avoid errors, and improve efficiency.

What is the role of CRM for Quickbooks use?

The role of CRM for QuickBooks use is to help users manage their accounting and customer relationship activities in a single platform. A CRM for QuickBooks can offer various benefits, such as:

  • Enhancing lead and customer management: A CRM for QuickBooks can store customer contacts and buying histories, track every opportunity, create estimates, and convert leads to QuickBooks customers in one click. This can help users provide better service and increase customer loyalty.
  • Streamlining financial processes: It can sync accounting and billing data seamlessly, providing access to customer and transaction updates. This can help users save time, avoid errors, and improve efficiency. Users can also create invoices, sales orders, payments, and more, all without logging into QuickBooks.
  • Empowering sales team: It can also give the sales team access to all the leads and customers in QuickBooks, as well as their communication and transaction history. This can help the sales team optimize their sales pipeline, follow up on prospects, and close more deals.

How much does a Quickbooks CRM software cost?

The cost of a QuickBooks CRM software depends on the provider, the features, and the plan that you choose. You should compare different providers and plans to find the one that suits your business needs and budget. You can also take advantage of free trials or demos to test out the features and integration before making a purchase.

What are the things to consider in a Quickbooks CRM software?

Some of the things to consider in a QuickBooks CRM software are:

  • The integration method: Some QuickBooks CRM software use native integration, which means they connect directly with QuickBooks Online without requiring any third-party apps or tools. This can ensure a faster and more reliable data synchronization.
  • The features and functionality: Depending on your business processes and goals, you may need different features and functionality from your QuickBooks CRM software. For example, if you want to manage leads, create estimates, and convert them to customers in one click, you may need a QuickBooks CRM software that offers lead management features. 
  • The ease of use and customization: Some QuickBooks CRM software are more user-friendly and intuitive than others, while some offer more customization and flexibility than others. You should choose a QuickBooks CRM software that matches your preference and skill level. For example, if you want a QuickBooks CRM software that is easy to set up and use without much technical knowledge, you may prefer a QuickBooks CRM software that has a simple interface and pre-built templates.
  • The pricing and value: The cost of a QuickBooks CRM software depends on the provider, the features, and the plan that you choose. You should compare different providers and plans to find the one that suits your business needs and budget. You should also consider the value that the QuickBooks CRM software can offer to your business, such as saving time, increasing efficiency, improving customer satisfaction, and growing revenue.

Which Quickbooks CRM software is best for Small Businesses? 

The best QuickBooks CRM software for small businesses may vary depending on your specific needs and preferences. However, based on the search results, here are some of the popular and highly rated QuickBooks CRM software for small businesses:

  1. CostaRica CRM: This is a CRM that offers sales forecasting and team collaboration and can provide contact management. It has a native integration with QuickBooks Online that syncs data in real-time and allows users to create invoices and payments from the CRM.
  2. Method CRM: This is a CRM that offers time-tracking features for easy invoicing, customizable workflows, and API access. It has a native integration with QuickBooks Online that syncs data in real time and allows users to create invoices, sales orders, payments, and more from the CRM.




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