Best CRM solutions that you can integrate with QuickBooks

​If you are running a business then there are maximum chances that you must be using different types of solutions in order to make your business more effective, efficient, productive, and accurate.

There is no way you can survive in the modern era as a business without using any kind of software as you can’t deny the fact that we are living in an era that is being dominated by different types of applications and the same can be said about your accounting department as well.

Gone are those days when accounting was limited to pen and paper as, in the modern-day, accountants have become completely tech-savvy. Well, you will surely get many options of accounting software in the market but the one with 85% of market share in the US and that is popular all over the world is known as QuickBooks accounting software.

It doesn’t matter which type of business you are running, QuickBooks will always prove to be the best accounting solution for your business. But in some cases, QB alone won’t be enough to fulfill all your needs and this is where you will need the help of integration.
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You can easily integrate many different types of third-party apps with your QuickBooks accounting solution and in this blog post, we will discuss the list of some of the best CRM apps that easily integrate with QuickBooks.

Method CRM

If you are really interested in freeing up your salespeople from processing payments then this third party integration will be the best option for you. You should know that Method CRM comes with a self-service customer portal along with a direct online payment that will help your firm in getting paid faster and that too without any obstacles. One of the best things about this CRM option is it works with all the versions of QuickBooks and that’s why you will need to check your accounting software version before opting for it.
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If you will choose Method CRM then you will be able to easily create invoices, sales orders, and even estimates within the CRM. The self-service portal of Method CRM makes it very easy for all the customers to spend money and there is also the availability of unlimited customer fields and records. There is a huge base of firms that prefers Method CRM when it comes to CRM integration with QuickBooks.

Salesforce

This CRM solution has made it to the list not only because it is very good at CRM features but also because once this CRM solution has special integration with QuickBooks and it was known as Salesforce for QuickBooks. You should know that this program allowed sales CRM to directly plug into QuickBooks. But soon there was a problem found and the application was put off the chart for three years. But thankfully, Salesforce also plays nice with Zapier. This simply means that if you are still looking for CRM QB integration then you can go for Salesforce without any doubt.
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After connection, you can easily put all the QuickBooks customers into Salesforce accounts, and then you will have the advantage of viewing all the details from the CRM interface. In addition to this, you can also load other stuff like invoices, manage accounts and transactions through Salesforce.

Hubspot CRM

This is another popular choice when it comes down to the integration of QuickBooks accounting software with a third-party CRM solution. When you will integrate Hubspot CRM with your QuickBooks solution then you will find all transactions, payments, and invoices right into Hubspot and this is what makes this CRM solution more effective and quick. There will be no need for the sales team to again check the accounting software in order to find these details and this will save a lot of time. You will also have the advantage of creating new records for purchase orders, vendors, and many more things right from Hubspot itself.
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When you will start using Hubspot CRM then you will also not have to worry about data sync while creating entries as the very advanced CRM solution comes equipped with a data-sync option. Each and every type of data generated in Hubspot is properly synced with QB and everything created through QB will be synced with Hubspot.

Insightly

You should know that this is one of the CRM solutions that takes pride in its integration with QuickBooks. You should know that when you will start using this advanced CRM solution then you will feel like this solution has been specially built for QuickBooks only. The integration of Insightly with the accounting software is easy, quick, and offers you a wide array of benefits. After integrating this CRM solution with QuickBooks, you can easily view the payment history and status of any of the customers in a customized tab.

Just like all other CRM solutions, you will be easily able to view the entire history of the customer that is available in your book. Well, this will surely allow your salespeople to have a better understanding of the customers they are dealing with. There are many advantages that come along with the integration of Insightly with accounting software and this is why it is preferred by so many businesses.

Nutshell

​This is one of the most powerful CRM solutions that can be easily integrated with your accounting software. This highly advanced sales automation platform has been specially designed to help the sales team to do everything quickly. It doesn’t matter which type of customer list you are having in your QuickBooks accounting software, you can easily integrate it with the accounting software solution. All the customers that you have on your accounting software will be rolled over to Nutshell within the blink of an eye. After that, you can start tracking communication histories which will allow you to nurture clients for repeat business.

Zoho

The integration of Zoho with QuickBooks is heavily dependent on customization and this is why it might take you a while to begin working with this CRM solution along with your accounting software solution. After integrating this advanced CRM solution with your accounting software, you will have the freedom of configuring your import and export process for the accounting software solution.

You might have to deal with a bit of complexity while setting up Zoho with your accounting software but after completing the process, the level of control you will get is seriously not comparable with any other CRM solution. You will have the option to create timesheets, bills, integration reports just within a few clicks and this is what makes this advanced CRM solution one of the best choices.
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If you are using QuickBooks accounting software solution then there are maximum chances that you will be highly satisfied with its performance but in the case where you will need advanced CRM solutions, you will need to integrate your accounting software solution with a third party CRM solution. All the CRM solutions mentioned in this blog post have been analyzed for their performance, ease of use, and functions.