If you’re running a business, chances are you’re using QuickBooks to manage your finances. But what about your customer relationship management (CRM)?
Integrating your CRM with QuickBooks can streamline your business processes and help you better understand your customers.
Some of the benefits to businesses of integrating a CRM with QuickBooks:
- Streamlined Data Management: Integrating a CRM with QuickBooks allows for automatic data syncing between the two platforms, eliminating the need for manual data entry and saving time. This means businesses can have an up-to-date and accurate picture of their customer and financial data, which is crucial for making informed business decisions.
- Increased Efficiency: By integrating a CRM with QuickBooks, businesses can automate many of their processes, such as invoicing, order tracking, and financial reporting. This can increase efficiency, reduce errors, and free up time that can be spent on other important tasks.
- Improved Customer Relationships: A CRM allows businesses to store and track customer data, such as contact information, purchase history, and preferences. By integrating a CRM with QuickBooks, businesses can get a 360-degree view of their customers, which can help them to personalize their interactions and improve customer relationships.
- Enhanced Reporting And Analytics: A CRM can provide businesses with valuable insights into customer behavior and sales performance. By integrating a CRM with QuickBooks, businesses can get a complete picture of their financial performance and customer data in one place, enabling them to make data-driven decisions and identify areas for improvement.
- Increased Revenue: By streamlining processes, improving customer relationships, and gaining insights into sales performance, businesses can ultimately increase revenue. With a CRM and QuickBooks integration, businesses can identify new opportunities and make more informed decisions, which can help them to grow their customer base and increase sales.
Managing customer relationships can be challenging for businesses, but it can be much easier with the right CRM and QuickBooks integration. Here are some of the best CRMs for QuickBooks integration and how they can benefit your business:
- Method CRM: If you use QuickBooks for your business, you might want to consider Method CRM. It integrates seamlessly with QuickBooks and allows you to sync customer information, invoices, payments, and more. Plus, it’s highly customizable to fit your business needs. You can try it out for free for 30 days, and pricing starts at $25 per user per month.
- Zoho CRM: Zoho CRM is another great option for QuickBooks integration. This integration lets you sync customer information, sales orders, and invoices. Zoho CRM also offers advanced sales and marketing automation features, such as lead scoring and email marketing campaigns. The best part? You can use their free plan for up to three users or upgrade to a paid plan starting at $12 per user per month.
- Salesforce CRM: Salesforce CRM is a well-known and highly regarded platform offering QuickBooks integration through their AppExchange marketplace. With this integration, you can sync customer data, invoices, and payments. Salesforce also offers advanced reporting and analytics tools, which can help you gain insights into your sales and financial performance. Pricing for Salesforce CRM starts at $25 per user per month.
- Insightly: Insightly is another CRM that offers a QuickBooks integration that syncs customer information, invoices, and payments. The CRM also has project management features, which can help you keep track of your sales pipeline and customer interactions. You can try Insightly for free for 14 days, and pricing starts at $29 per user per month.
- Copper: Copper is a CRM designed specifically for Google Workspace users, and with its QuickBooks integration, you can sync customer data, invoices, and payments between the two platforms. Copper also offers advanced sales automation features, such as lead and deal tracking and email templates. Copper pricing starts at $25 per user per month.
- Accelo: Accelo offers a QuickBooks integration that allows for syncing of customer and financial data between the two platforms. The CRM also offers advanced project management and automation tools. Pricing starts at $39 per user per month.
- Pipedrive: Pipedrive is a popular CRM that offers a QuickBooks integration for syncing customer information and financial data between the two platforms. Pipedrive also has advanced sales automation features, including pipeline management, lead tracking, and email automation. Pricing for Pipedrive starts at $12.50 per user per month.
- Keap: Keap offers a QuickBooks integration that allows for syncing of customer data and financial information. The CRM also has advanced marketing automation features like email marketing campaigns, lead scoring and appointment scheduling. Pricing for Keap starts at $79 per month.
- HubSpot CRM: HubSpot CRM offers a QuickBooks integration for syncing customer data, invoices, and payments between the two platforms. HubSpot also has advanced marketing and sales automation tools like lead tracking, email automation, and social media scheduling. The CRM is free to use, with paid plans available for advanced features.
- Freshsales: Freshsales is a CRM with a QuickBooks integration that allows for syncing of customer data and financial information. The CRM also offers advanced sales automation tools like lead scoring, pipeline management, and appointment scheduling. Pricing for Freshsales starts at $12 per user per month.
- Less Annoying CRM: Less Annoying CRM offers a QuickBooks integration for syncing customer information and financial data. The CRM is known for its simplicity and ease of use, with features including contact management, task tracking, and pipeline management. Pricing for Less Annoying CRM is $15 per user per month.
- Apptivo: Lastly, Apptivo offers a QuickBooks integration that allows for syncing of customer and financial data between the two platforms. The CRM also offers advanced automation tools for sales, marketing, and project management processes. You can sign up for Apptivo starting at just $10 per user per month.
Conclusion
With CRM and QuickBooks integration, businesses can easily manage customer data and financial information.
These CRMs offer advanced automation features, customizable options, and reporting tools that can help businesses gain insights into their sales and financial performance.
Whether you’re a small business owner or part of a larger team, one of these CRMs is sure to meet your needs.
