Last updated on July 18th, 2022
All of your customers are partners in your mission. – Shep Hyken
QuickBooks is one of the most preferred accounting software by not only accounting professionals but also small businesses and large enterprises. QuickBooks has simplified the accounting processes saving businesses from stressful bookkeeping. However, there are certain business functions that require other third-party applications to be integrated with QuickBooks.
It is where QuickBooks add-ons come into play. One of the essential add-ons that every business requires to manage its customers is Customer Relationship Management (CRM) software.
Since the most important aspect of a business is its “customers,” and a strong relationship with customers is what it needs to be successful. Thus, it is necessary to focus on what customer demands. CRM software helps businesses to manage their client’s information and accounting data in one place. Many of the CRM software present in the market today can be integrated with your existing accounting software to ensure smooth business operations.
Here are some of the best CRM software that seamlessly integrates with QuickBooks–
1. HubSpot CRM
Hubspot CRM enables you to view all the QuickBooks transactions, including invoices, payments, and estimates directly in HubSpot, with no need for the sales team to access QuickBooks. You can also create new records for vendors, customers, purchase orders, and more from HubSpot itself.
You do not have to worry about data-sync while creating entries as it provides an automated data-sync option. All the data generated in HubSpot is synced with QuickBooks and vice versa, creating two-way sync for improved accounting data management.
HubSpot CRM provides 14 days of free trial to customers before you choose a plan.
With Method:CRM, you will never have to worry about managing leads data with your teams. Every employee using the app gets a complete view of every customer’s details, including contact information, transaction history, and accounting data.
Moreover, it has a feature to enable customers and vendors to edit their contact information, check their transaction history, and see the support requests they made- all online. It is one of the most positively reviewed CRM add-on for QuickBooks as per Intuit’s apps.com ratings. It integrates with all the versions of QuickBooks from desktop to online version.
Method:CRM offers a 30-day free trial with no credit card required.
3. Insightly CRM
Insightly CRM works on the motto to reach customers at the right time with the right message giving them personalized experience as per their needs. With Insightly CRM, you can create automated complex business processes, generate tasks for others, or synchronize external systems from Oracle performing business logic.
It tracks sales lead based on their relevancy and automatically sends those leads to the concerned sales representative so that you can convert them into your customers at the right time. You can also send emails to prospective customers in bulk from within Insightly. It keeps track of email delivery, open, and the number of clicks.
Insightly CRM is free to use for 14 days, and then you can choose from several plans.
4. Salesforce CRM
With Salesforce CRM, you get AI-enabled assistant “Einstein” to make efficient business decisions faster and increase employees’ productivity making your customers happier. Users can dig deep into their data to identify trends and patterns to work on for better results.
Users can synchronize multi-line invoices, salesforce objects, deposits, or whatever required. Businesses of any size can use Salesforce CRM, be it a single owner business or a large enterprise. Also, it supports the processes of several industries, such as retail, real estate, wholesale, or supply-chain.
Salesforce CRM also has a 15 days free trial option with setup assistance for Enterprise customers.
5. iEnterprise CRM
With iEnterprise CRM, you can manage your sales team by providing them clear visibility of sales. It also provides predictability in order to layout plans for an increased number of sales. You can also save time by avoiding the dual entry of data as it integrates with your email and mobile clients.
It helps you track reasons for poor sales by identifying the steps missed during the process. It provides previous complaints data in one place so that you can amend your strategies to increase customer retention.
iEnterprise is free to use as QuickBooks integration if you have a maximum of 2 users.
6. Zoho CRM
With Zoho CRM, collaboration with teams becomes smoother as everyone can share their insights, ask questions, send leads, and answer queries through common feeds. You can track communication with a customer across every channel- email, call, social media, or live chat to measure if the conversations are productive. You can also deduce the best time and most engaging channel to reach out to customers.
It provides multiple real-time reports for your business so that you make smart and powerful decisions. You can access the sales performance of your business across the territory at one place to how your business is booming.
Zoho CRM comes with a free edition for up to three users for basic business needs.
Finding leads, converting them into customers, and engaging them for long relationships can be a tedious task if done manually.
However, all the mentioned applications automate and simplify these tasks for your business giving you time and relevant data to take your business to the next level.
Also, most of the CRM software mentioned in this blog have their android and iOS apps so that you can run your business from anywhere in the world without losing a single day sale.
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