6 CRM Apps That Integrate With QuickBooks Enterprise

When it comes to managing customer relationships, it tops the priority list of any growing business. QuickBooks Enterprise, the robust accounting software designed to streamline the accounting, expense tracking, and reporting process, enables you to integrate the CRM into its environment, where you can get everything in one place, from sales records to back-end financial data.

It bridges the gap between front-end sales activities and back-end financial data — automating workflows, reducing manual entry, and gaining real-time customer insights. Let’s compare the top CRM add-ons that integrate with QuickBooks Enterprise Solution.

1. Salesforce CRM – Powerful CRM with QuickBooks Enterprise Integration

Perfect for businesses using QuickBooks Enterprise that want a robust CRM platform with extensive customization, automation, and integration capabilities.

Salesforce CRM is a leading cloud-based customer relationship management platform designed to unify sales, marketing, and customer service teams. While Salesforce offers broad CRM functionality and a vast app ecosystem, its integration with QuickBooks Enterprise is typically achieved through third-party connectors or custom API integrations.

This allows businesses to synchronize financial data, invoices, payments, and customer information between Salesforce and QuickBooks Enterprise, streamlining workflows and reducing manual data entry.

Why Salesforce CRM?

• Salesforce provides a comprehensive 360-degree customer view by combining CRM data with financial information from QuickBooks Enterprise, enhancing decision-making and customer insights.
• Integration enables automated syncing of customer records, invoices, payments, and sales orders, ensuring data consistency across platforms without manual double entry.
• Advanced automation and AI-driven tools in Salesforce help prioritize leads, forecast sales, and personalize customer engagement, while QuickBooks Enterprise handles accounting and inventory management.
• Customizable workflows and no-code tools allow businesses to tailor processes to their unique needs and integrate seamlessly with QuickBooks Enterprise through middleware or custom development.
• Mobile and cloud access ensure teams can manage sales and financial data anytime, anywhere, improving collaboration and responsiveness.

2. Method CRM – The #1 CRM Built for QuickBooks

Perfect for QuickBooks Enterprise users who want seamless sync and no-code customization.

Method CRM is a purpose-built platform designed for businesses that need native, two-way, real-time sync with accounting tools. Unlike generic CRM tools, its integration with QuickBooks Enterprise eliminates the manual data sync across platforms. It caters to accounting professionals looking to automate workflows with adaptable customization options and manage vendors.  

Why Method CRM?

• Method CRM is fully customizable to fit your unique business processes, allowing you to work faster without changing how you operate.
• It offers bi-directional data synchronization with QuickBooks Enterprise, so updates to customers, invoices, estimates, payments, and sales orders are instantly reflected in both systems.
• Automation features streamline lead collection, estimates, invoicing, and follow-ups, freeing your team to focus on core business activities instead of manual data entry.
• The platform supports no-code customization, enabling users without IT expertise to tailor the CRM to their needs and integrate seamlessly with QuickBooks Enterprise.
• Method CRM’s customization extends across industries, allowing you to address specific problems or add desired features, from minor tweaks to large-scale projects.
• Sales representatives can create estimates and invoices directly within Method CRM without needing access to QuickBooks Enterprise, improving efficiency and security.

3. Zoho CRM – Affordable and Customizable for SMBs

Best for small to mid-sized businesses that want a value-packed CRM with QuickBooks Enterprise sync.

Zoho CRM is one of the most used CRM tools by small to mid-level businesses. Thanks to its integration capabilities, you can sync it with QuickBooks Enterprise using the Zoho QuickBooks Connector to track revenue and expenses, monitor client acquisition costs, and automate the reporting process.

Why Zoho CRM?:

• Zoho CRM offers advanced automation and reporting features at an affordable price, making it ideal for growing businesses seeking streamlined customer acquisition without high costs.
• It syncs customer records, products, invoices, and payments with QuickBooks, automatically converting closed deals into QuickBooks estimates or invoices, ensuring seamless financial integration.
• The platform supports scheduled data syncing and custom mapping, allowing businesses to tailor data flows according to their specific needs.
• Zoho’s AI assistant, Zia, provides sales predictions and task recommendations, enhancing decision-making and productivity.
• Workflow automation includes scoring rules and assignment management, helping prioritize leads and streamline sales processes.
• Zoho CRM is compatible with Mobile CRM for offline use and integrates telephony and email marketing, enabling multi-channel customer engagement.

4. ConvergeHub – CRM with Built-in QuickBooks Sync

Perfect for businesses seeking CRM with integrated accounting data.

ConvergeHub is your go-to CRM solution if your focus is to have a unified view of client interactions and financial transactions. ConvergeHub CRM offers you a unified view of all client interactions, be it on calls, emails, invoices, or even support tickets in one profile.

It not only adds transparency to records but also helps your sales team to follow up on a lead and confirm missed payments from QuickBooks- all in one CRM. If you run a business with outstanding payments, this tool can do wonders for you, as you can check and analyze the client’s complete payment history along with balances within the CRM tool.

Why ConvergeHub CRM?

• ConvergeHub simplifies sales pipeline management by allowing your team to customize sales stages and track leads while keeping payment and invoice histories centralized.
• After closing a deal, invoices are automatically generated in ConvergeHub and pushed to QuickBooks, ensuring no missed billing opportunities.
• The platform offers marketing automation tools to send welcome emails, follow-ups, cold emails, and more, tailored to client status or industry, enhancing campaign effectiveness.
• ConvergeHub provides bidirectional synchronization of customer and financial data with QuickBooks, keeping both systems up to date in real time.
• It supports comprehensive sales pipeline and opportunity tracking alongside customer support and case management, enabling a unified view of customer interactions.
• The tight integration with QuickBooks Online and Desktop versions allows creation and syncing of invoices, payments, products, and transaction history directly within the CRM, streamlining workflows and reducing manual data entry.

5. Pipeline CRM – Streamlined Sales and Accounting for SMBs

Perfect for small to mid-sized businesses that want a simple, sales-focused CRM with tight QuickBooks integration.

Pipeline CRM is designed to empower sales teams with tools that simplify pipeline tracking, deal management, and team collaboration. When paired with QuickBooks Enterprise, it becomes a practical solution for businesses that want to connect sales activity with financial data, streamline quoting and invoicing, and improve customer experience, without the complexity of larger enterprise CRMs.

Why Pipeline CRM?

• Pipeline CRM integrates seamlessly with QuickBooks Enterprise, enabling sales reps to manage leads, contacts, deals, and review pending invoices or credit status all within one platform.
• Real-time invoice statuses and historical payment behavior in Pipeline CRM improve the accuracy of sales forecasts and help identify late-paying clients for smarter revenue projections.
• Invoices can be created and sent directly from Pipeline CRM immediately after closing a deal, eliminating the need to switch between systems.
• Customizable workflows allow automation of follow-ups, reminders, and alerts for overdue payments or pending quotes, enhancing sales team efficiency.
• Tasks are linked directly to QuickBooks-generated invoices, quotes, or estimates, with automatic task creation for follow-ups when invoices remain unpaid beyond 7 days.
• Pipeline CRM offers two-way, real-time integration with QuickBooks, supporting both online and desktop versions, and includes features like automated task allocation, customizable dashboards, and AI-driven email assistance

6. Teamgate CRM – Unified Sales & Accounting for Modern Teams

Best for sales-led businesses seeking a seamless CRM and QuickBooks integration to streamline operations.

Teamgate CRM is designed to enhance sales processes by providing tools for lead management, pipeline tracking, and in-depth analytics. Its native integration with QuickBooks allows for a cohesive experience between sales and accounting, ensuring that financial data is readily accessible within the CRM environment.

Why Teamgate CRM?

• Teamgate CRM integrates seamlessly with QuickBooks Enterprise, providing immediate access to updated client information, invoices, and payment statuses across both platforms.
• You can generate and send invoices directly from Teamgate upon closing deals, with automatic synchronization reflecting these invoices in QuickBooks.
• Estimates created within Teamgate sync smoothly with QuickBooks, facilitating an efficient transition from proposals to payments.
• Integrated financial insights within the sales pipeline enable better forecasting and prioritization of leads based on payment histories and outstanding balances.
• Automated deal tracking in Teamgate triggers corresponding entries in QuickBooks, ensuring alignment between sales activities and financial records.
• The integration supports real-time data synchronization, allowing sales and accounting teams to work with consistent, accurate information and speeding up billing and payment processes.

Choose the Right CRM to Complement QuickBooks Enterprise

Integrating a CRM with QuickBooks Enterprise goes beyond data syncing—it empowers teams with unified insights, streamlines operations, and enables faster, smarter decisions. However, the effectiveness of this integration depends heavily on the infrastructure supporting it.

Most businesses are moving QuickBooks Enterprise to the cloud or have already done so to unlock remote access benefits, as the desktop version lacks native remote access. Therefore, understanding your hosting provider’s support for CRM apps with hosted QuickBooks Enterprise is crucial.

That’s where Ace Cloud Hosting comes in. As an Intuit Authorized QuickBooks Hosting provider, Ace Cloud Hosting delivers secure, reliable, and scalable cloud environments that seamlessly support CRM integrations with QuickBooks Enterprise. Hosting QuickBooks Enterprise on the cloud means:

• Your CRM and QuickBooks work together from anywhere, on any device.
• Automated daily backups, bank-level security, and 24/7 expert support protect your data.
• Optimized performance and speed, even with multiple users accessing large databases simultaneously.

Get started with cloud-hosted QuickBooks Enterprise today and host all your business apps—including CRM, inventory, and more—on a dedicated server for optimal performance and security. Book your risk-free 7-day hosting trial now!