9 Best CRM With QuickBooks Integration 2025

CRMs with QuickBooks help businesses bridge accounting and customer relationship management, streamlining operations by syncing data for invoicing, customer payments, and financial tracking.

Managing financial transactions and client relationships can be challenging without the right tools.

Here’s a guide to the best CRMs with QuickBooks integration.

9 Best CRM For QuickBooks Integration

1. GoHighLevel CRM – Overall Best CRM with QuickBooks

GoHighLevel CRM is an all-in-one platform for businesses needing advanced marketing and sales automation. Its QuickBooks integration helps users manage invoicing, track payments, and handle financial reporting directly within the CRM.

Integrating GoHighLevel CRM with QuickBooks is simple. Its flexibility and quality templates make it a strong choice for businesses prioritizing client relationship management.

What Does GoHighLevel QuickBooks Integration Do?

The QuickBooks integration for GoHighLevel (GHL) automatically syncs contacts, payments, invoices, and receipts between platforms for seamless financial tracking:

• Contact Sync: Syncs existing and new contacts from QuickBooks to GHL.
• Review Requests: Triggers a review request after a QuickBooks payment, but only on the first invoice.
• Sales Receipt Sync: Auto-generates QuickBooks sales receipts for payments processed through GHL, updating for existing customers or creating new ones if needed.
• Invoice Sync: Automatically replicates new GHL invoices in QuickBooks, syncing changes and marking payments when made. Existing invoices in GHL won’t sync—only new ones.

Key Features

• QuickBooks Integration: Simplifies invoicing, payment tracking, and customer management.
• Lead Management: Comprehensive tools to track lead status, including pipeline insights.
• Automation Workflows: Create custom workflows to automate repetitive processes.
• Appointment Scheduling: Built-in scheduler for client meetings, synced with QuickBooks for invoicing.
• Marketing Automation: Automates email, SMS campaigns, and lead nurturing processes.
• Pipeline Tracking: Visualize stages of sales processes and monitor lead conversions.
• Snapshot Templates: Ready-to-use templates across a wide range of industries.

Pros:

• Powerful automation capabilities
• User-friendly integration with QuickBooks
• Ideal for service-based businesses
• Supports white-labeling for agencies
• Robust analytics and reporting

Cons:

• Steeper learning curve for beginners
• Limited external integrations outside of marketing tools

Pricing

• Starter Plan: $97/month
• Agency Plan: $297/month
• Agency Pro Plan: $497/month

Get Started With GoHighLevel CRM For Free

2. Monday.com – Best for Project and Account Management

Monday.com is known for its visual, intuitive project management features.

It's a QuickBooks-compatible CRM that allows teams to sync invoices and client payment data within CRM, providing clear insights into client billing and account health.

Monday's visual workflows and dashboards simplify project management, making it ideal for businesses seeking to streamline financial and account tracking.

Key Features

• QuickBooks Integration: Syncs client billing, payment statuses, and invoicing.
• Custom Dashboards: Customize dashboards to track client and financial data.
• Task Automation: Automates workflows and notifications across projects.
• Team Collaboration: Built-in tools for team communication and project updates.
• Sales Pipeline: Visualize sales stages and monitor deals in real-time.
• Gantt Charts and Calendars: Plan and manage project timelines visually.
• Advanced Reporting: Create custom reports to monitor project performance and finance.

Pros:

• High level of customization
• User-friendly QuickBooks integration
• Strong visual project management tools
• Improved team collaboration features
• Easy to learn and navigate

Cons:

• Higher pricing for full-feature access
• Limited lead-scoring capabilities

Pricing

• Basic: $10/user/month
• Standard: $12/user/month
• Pro: $20/user/month

Get Started With Monday CRM For Free

3. HubSpot CRM – Best Free CRM for QuickBooks Integration

HubSpot CRM is a platform with a generous free plan that provides comprehensive sales, marketing, and customer service.

Its QuickBooks integration allows for automatic syncing of client payments, invoice generation, and financial data management, enhancing client insights and supporting financial tracking.

HubSpot’s intuitive interface and powerful automation tools make it a go-to CRM for small to mid-sized businesses.

Key Features

• QuickBooks Sync: Real-time syncing of invoices and client payments.
• Marketing Automation: Tools for email, social media campaigns, and lead nurturing.
• Lead Management: Lead scoring, nurturing, and segmentation capabilities.
• Pipeline Management: Track and manage sales stages and client engagement.
• Customizable Reporting: Create reports customized to client and financial insights.
• Customer Support Tools: Built-in ticketing for handling client inquiries.
• App Marketplace: Wide range of integrations for additional functionality.

Pros:

• Free plan with essential CRM features
• Comprehensive marketing and sales automation
• Seamless QuickBooks integration
• Easy-to-use interface
• Scalable for growing teams

Cons:

• High cost for advanced features
• Limited reporting on the free plan

Pricing

• Free: Basic CRM features
• Starter: $45/month
• Professional: $800/month (up to 5 users)
• Enterprise: $3,200/month (up to 10 users)

Get Started With HubSpot CRM For Free

4. Freshworks CRM – Best for Small and Medium Businesses (SMBs)

Freshworks CRM is known for its user-friendly design and features for SMBs.

It allows teams to manage financial data, handle invoicing, and track customer transactions directly in the CRM.

Freshworks provides powerful automation and AI-driven insights, making it an ideal CRM for SMBs seeking efficient financial management and customer engagement.

Key Features

• QuickBooks Integration: Syncs invoices, payment details, and customer information.
• AI-Powered Insights: Predictive analytics and insights on customer behavior.
• Automation: Customizable workflows for repetitive tasks.
• Sales Pipeline: Tools to track and visualize sales progress.
• Email Marketing: Campaign management tools for lead nurturing.
• Customizable Dashboards: Track key performance indicators (KPIs) and client metrics.
• Lead Scoring: Prioritize leads based on engagement and potential.

Pros:

• Simple QuickBooks integration
• AI-powered insights and analytics
• Excellent for SMBs with moderate needs
• Cost-effective pricing
• Flexible customization options

Cons:

• Limited advanced automation
• May not scale well for large enterprises

Pricing

• Growth: $15/user/month
• Pro: $39/user/month
• Enterprise: $69/user/month

5. Method CRM – Best for QuickBooks-Centric Operations

Method CRM is built explicitly around QuickBooks, making it one of the most seamless choices for businesses that rely heavily on QuickBooks for accounting and customer management.

The integration between Method and QuickBooks is bi-directional, ensuring that changes in QuickBooks automatically reflect in Method and vice versa.

This CRM offers unique features like custom app building, allowing businesses to craft workflows that perfectly align with their QuickBooks processes.

Key Features

• Bi-Directional QuickBooks Sync: Instantly syncs customer, transaction, and financial data.
• Custom App Builder: Users can create customized apps to automate and streamline workflows.
• Lead Management: Efficient tracking and prioritization of leads and customer inquiries.
• Sales Tracking: A comprehensive view of the sales pipeline, helping users close deals faster.
• Workflow Automation: Allows users to automate tasks, emails, and notifications.
• Estimate and Invoice Creation: Quickly generate estimates and invoices directly from CRM.
• Mobile Accessibility: Full-featured mobile app for managing operations on the go.

Pros:

• Deep QuickBooks integration
• Extensive customization with app builder
• Strong mobile app support
• Excellent for businesses with QuickBooks-centric workflows
• Streamlined sales tracking tools

Cons:

• Limited beyond the QuickBooks ecosystem
• Higher cost for advanced customizations

Pricing

• Contact Method CRM for customized pricing options, as pricing is tailored to business needs and QuickBooks requirements.

6. Insightly – Best for Project-Driven Account Management

Insightly stands out for its project management capabilities, making it a popular choice for businesses with project-heavy workflows.

The QuickBooks integration syncs customer data and transactions, creating a unified system for managing financials and customer relationships.

Insightly offers comprehensive lead tracking, and workflow automation, and even includes email marketing tools, making it a complete solution for businesses juggling multiple client projects.

Key Features

• QuickBooks Integration: Sync customer and transaction data for a holistic view of finances.
• Project Management Tools: Ideal for tracking client projects and timelines.
• Lead and Opportunity Management: Tools to manage and nurture leads effectively.
• Workflow Automation: Automate repetitive tasks to improve team productivity.
• Custom Dashboards: Visualize key metrics and performance indicators in one place.
• Email Marketing Integration: Create, send, and track email campaigns within the CRM.
• Pipeline Management: View and track all sales processes and lead statuses.

Pros:

• Excellent for project management and client tracking
• Robust QuickBooks integration
• Strong customization options
• Built-in email marketing capabilities
• User-friendly interface

Cons:

• Limited reporting on lower-tier plans
• May require additional add-ons for full functionality

Pricing

• Plus Plan: $29/user/month
• Professional Plan: $49/user/month
• Enterprise Plan: $99/user/month

7. Zoho CRM – Best for Growing Businesses

Zoho CRM is a flexible, scalable solution for businesses in growth mode.

Its QuickBooks integration syncs accounting data to keep client transactions, invoices, and financial data up-to-date within the CRM.

Zoho CRM offers powerful automation, advanced AI analytics, and extensive customization options, making it a go-to CRM for small- to medium-sized businesses looking to grow while effortlessly managing financial data.

Key Features

• QuickBooks Integration: Two-way sync for invoices, payments, and customer records.
• AI-Powered Analytics: Zia, Zoho’s AI, offers predictive insights and lead scoring.
• Workflow Automation: Automate emails, notifications, and tasks to streamline operations.
• Lead Scoring: Helps prioritize leads based on interaction and engagement.
• Advanced Reporting: Customizable reports on sales performance and financial health.
• Custom Modules: Create custom fields and modules for tailored workflows.
• Mobile CRM App: Access all CRM functions via mobile devices.

Pros:

• Comprehensive features for growing businesses
• Extensive automation and customization
• QuickBooks integration for seamless finance syncing
• Mobile-friendly with offline access
• Wide range of pricing plans to suit any budget

Cons:

• Can be overwhelming for new users
• Advanced features require higher-tier plans

Pricing

• Free Plan: Limited features
• Standard: $14/user/month
• Professional: $23/user/month
• Enterprise: $40/user/month
• Ultimate: $52/user/month

8. Copper – Best for Google Workspace Users

Copper CRM is fully integrated with Google Workspace, making it a perfect choice for businesses already using Google’s suite of tools.

Its QuickBooks integration helps users streamline invoicing and financial record-keeping.

Copper focuses on simplicity and is highly intuitive. Its features include lead management, email tracking, and pipeline visualization, which seamlessly integrate with Gmail and Google Calendar, allowing users to manage client relationships without switching tabs.

Key Features

• QuickBooks Integration: Syncs invoices and customer payments directly within the CRM.
• Google Workspace Integration: Native integration with Gmail, Google Calendar, and Google Drive.
• Pipeline Management: Visualize and manage all sales opportunities.
• Task Management: Schedule and track tasks directly linked to client records.
• Email Tracking: Monitor opens and clicks on emails sent from Copper.
• Automated Data Entry: Eliminates manual data entry, syncing client emails and activities.
• Custom Reporting: Track client and financial metrics with detailed reports.

Pros:

• Ideal for Google Workspace users
• QuickBooks integration for seamless invoicing
• User-friendly interface
• Strong task management tools
• Simple and fast setup

Cons:

• Limited integrations beyond Google Workspace
• Advanced reporting features require higher-tier plans

Pricing

• Basic Plan: $29/user/month
• Professional Plan: $69/user/month
• Business Plan: $134/user/month

9. Salesforce – Best for Enterprise-Level Businesses

Salesforce is a comprehensive CRM suited for large-scale operations.

It integrates with QuickBooks via third-party apps, enabling businesses to sync financial data, track transactions, and manage client relationships in one system.

Its extensive marketplace of add-ons and customizable features make it a top choice for enterprise-level companies.

Key Features

• QuickBooks Integration: Syncs customer payments, invoices, and financial records.
• Sales Cloud: Advanced tools for managing the sales pipeline and tracking deals.
• Customizable Dashboards: Visualize performance metrics and sales data.
• Einstein AI: AI-driven insights for lead scoring and sales predictions.
• Workflow Automation: Automate repetitive tasks and notifications.
• AppExchange: Thousands of add-ons for added functionality.
• Omnichannel Support: Manage customer interactions across multiple channels.

Pros:

• Highly customizable to fit any business size
• QuickBooks integration through AppExchange
• Powerful AI features with Einstein
• Extensive third-party integrations
• Scalable as businesses grow

Cons:

• Higher learning curve
• Expensive for small businesses

Pricing

• Essentials: $25/user/month
• Professional: $75/user/month
• Enterprise: $150/user/month
• Unlimited: $300/user/month

Conclusion

Integrating a CRM with QuickBooks streamlines financial management and enhances customer relationship tools. This combination boosts efficiency, ensures financial accuracy, and improves customer satisfaction.

CRMs like GoHighLevel provide all-in-one functionality, while Salesforce offers extensive customization for enterprise needs.