QuickBooks is the go-to accounting platform for many small and mid-sized businesses—but on its own, it doesn’t manage leads, deals, or customer relationships. That’s why many sales teams look for a CRM that integrates with QuickBooks, so sales and accounting data stay connected from first contact to final payment.
The best CRM software with QuickBooks integration syncs customers, deals, and invoices automatically, reduces manual data entry, and removes friction between sales and finance teams. Instead of switching between tools, teams can track deals, generate invoices, and monitor revenue in one connected workflow.
In this guide, we compare the six best CRM software that integrate with QuickBooks Online, based on integration depth, features, pricing, and user reviews—so you can choose the right CRM with QuickBooks integration for your business.
Why Do You Need a CRM with QuickBooks Integration?
Before we go to the top QuickBooks CRM list, here are a few reasons why you should choose a CRM that supports QuickBooks.
Streamlined Accounting and Payment Processing
CRM QuickBooks integration eliminates the need to switch between different tools. You can access all QuickBooks data from your CRM—and all data changes you make on the CRM are reflected in QuickBooks.
Additionally, the integration enables you to automatically generate invoices by accessing finance information from the accounting software. This makes creating invoices, estimates, and quotes, as well as processing payments much easier.
Data Accuracy Guaranteed
Scattered accounting data on different platforms is not only hard to track but also can be inaccurate. You risk data fragmentation and miss out on important sales insights.
Since the QuickBooks CRM integration will sync all data between QuickBooks and your CRM, there is no chance of manual errors. Having accounting information organized with client data in real-time ensures your team has the most current information ready.
Improved Team Alignment
Sales teams gain valuable insights into accounting information, allowing them to understand the direct revenue impact of their efforts. Simultaneously, the integration of accounting and sales data empowers the CRM to generate more comprehensive financial insights and forecasts. This shared understanding ensures all departments operate with a consistent view of business performance, facilitating better alignment and a clearer path toward achieving sales objectives.
TL;DR of Top CRM Software with QuickBooks Integration
| CRM | Key Features | Starting Price |
| Pipeline CRM | Two-way real-time QuickBooks sync, contract-to-invoice workflow (Instant Docs and eSign) | $25/user/month |
| Teamgate | Invoice creation from deals, QuickBooks payment history sync | Free |
| Method | Two-way QuickBooks data sync, work orders and billable hours | $25/user/month |
| Insightly | Quote generation from opportunities, sales workflow automation | $29/user/month |
| GreenRope | Quote and invoice management, customer journey automation | $99/month |
| Keap | Invoice and contact sync from QuickBooks, email and SMS automation | $249/month |
Best 6 Sales CRMs that Integrate with QuickBooks
After considering ease of use, features, pricing, and reviews, we shortlisted these top six sales CRMs that integrate with QuickBooks.
1. Pipeline CRM: the Best CRM With Two-Way QuickBooks Integration
First, we have Pipeline CRM, one of the best CRMs that integrates with QuickBooks.
Pipeline CRM is the best CRM for QuickBooks Online because it removes the friction that typically slows deals down between sales and finance teams. Instead of juggling spreadsheets, proposals, contracts, and invoices across disconnected tools, Pipeline CRM connects your sales pipeline directly to QuickBooks—so deals move smoothly from “won” to “paid.” With native QuickBooks integration, customers, deal values, and invoice data sync in real time, eliminating duplicate entry, mismatched records, and billing delays.
Learn more about Pipeline CRM’s QuickBooks integration, or watch this Pipeline CRM and QuickBooks demo video to see it in action.
Key features:
- Two-way, real-time QuickBooks integration to sync customers, invoices, and deal values without manual entry
- Instant Docs to generate proposals and agreements from live deal data that matches QuickBooks invoices
- Pipeline CRM’s eSign to finalize contracts directly in the CRM and speed up approvals before billing
- Contract management to align terms, billing milestones, and renewals with QuickBooks data
- Role-based access control for secure collaboration between sales and finance teams
- Automated email drip campaigns and built-in AI email assistant
Pros of Pipeline CRM
- Customizable sales automation processes beyond follow-up reminders
- A reliable CRM mobile app to manage deals on the go
- Flexible access permission for secured collaboration with internal and external teams
- Customizable dashboards allow you to access key sales data quickly. This includes having specific CRM features (Instant Docs), sales KPIs, and agendas.
Pricing of Pipeline CRM
- Start plan: $25 per user per month
- Develop plan: $33 per user per month
- Grow plan: $49 per user per month
- Enterprise: Custom
Reviews and Ratings of Pipeline CRM
- 4/5 star rating on G2 (936 reviews)
- 3/5 star rating on Capterra (624 reviews)
What a G2 User Says About Pipeline CRM
Great and Easy to keep clients organized
What do you like best about Pipeline CRM?
You can stuff so much information into one page, also like their Ideas category to add ideas that they may add! I love the ability to customize and add as much information !
Sign up for Pipeline CRM and test its QuickBooks integration with your sales pipeline.
2. Teamgate
Teamgate is another QuickBooks CRM software. From lead generation to post-sales follow-up, this platform offers impressive features for deal management.
The QuickBooks integration lets you view customer payment histories and send invoices directly from the contact or deal cards on Teamgate. You can sync all client bills to the platform or create new ones.
Key features:
- Contact and invoice import directly from QuickBooks to Teamgate and vice versa
- Invoice generation from Teamgate dashboard
- Sales activity tracking and leaderboard
Pros:
- Direct invoice generation from the deal and contact database
- Real-time insights into sales performance
Cons:
- Some users sometimes deal with bug
- The loading speed can be improved
Pricing:
- Starter: Free
- Team: $39.90 per month per user
- Growth: $59.90 per month per user
Ratings:
- 6/5 star rating on G2 (19 reviews)
- 8/5 star rating on Capterra (155 reviews)
3. Method
The third QuickBooks CRM on the list is Method. It has a two-way data sync with the accounting software and is ideal for small companies.
The highlight feature of Method is that you can use successful workflows as templates and duplicate them for convenience. You can use the tool to track and nurture sales opportunities. Once the leads convert, you can sync them as customers in your QuickBooks account with one click.
Key features:
- Billable hours tracking and approval for easy invoice generation
- Work order management, job scheduling, and crew dispatching
- Estimate creation on QuickBooks
Pros:
- Lets you add photos, documents, and special instructions to the work order, keeping teams aligned with project requirements
- Fairly customizable features
Cons:
- The interface is not very intuitive for beginners
- Sometimes it does not sync properly with QuickBooks Online
Pricing:
- Contact Management: $25 per user per month
- CRM Pro: $44 per user per month
- CRM Enterprise: $74 per user per month
Ratings:
- 4/5 star ratings on G2 (297 reviews)
- 2/5 star ratings on Capterra (119 reviews)
4. Insightly
Insightly is another popular CRM for QuickBooks that helps you manage your sales pipeline and process invoices quickly. It lets you access QuickBooks data, such as contact information, sales summary, and accounting information, directly.
Another perk of using Inisightly is that it comes with a lead scoring system, allowing you to focus on closing the leads that matter most to your business.
Key features:
- Quotes generation from opportunity records
- Project tracking from lead acquisition to deal closing
- Sales workflow automation
- Analytics and reporting
Pros:
- Lets you merge variables and workflows
- Identifies risks and human errors through pipeline management and analytics
Cons:
- The price is higher than similar CRM solutions
- The data sync with QuickBooks can be buggy
Pricing:
- Plus: $29 per user per month
- Professional: $49 per user per month
- Enterprise: $99 per user per month
Ratings:
- 2/5 star ratings on G2 (915 reviews)
- 4/5 star ratings on Capterra (660 reviews)
5. GreenRope
Our list of CRMs that integrate with QuickBooks is incomplete without GreenRope. It has an easy plugin for the desktop version of the accounting software. You can track your sales, generate quotes and invoices, and even sequence customer journeys with this CRM.
Key features:
- Turn QuickBooks customers into contacts on GreenRope
- Import invoices from QuickBooks for an organized view
- Create, customize, and send quotes and invoices directly from the dashboard
Pros:
- Customizable deal stages and sales pipeline pipelines
- Robust customer journey analysis and optimization
- Email templates and media libraries
Cons:
- Installing QuickBooks Desktop is mandatory
- Setting up journey sequencing and CRM customization can be challenging
Pricing:
- Starter: $99 per month
- Essential: $199 per month
- Pro: $299 per month
- Premium: $399 per month
Ratings:
- 3/5 star ratings on G2 (222 reviews)
- 3/5 star ratings on Capterra (155 reviews)
6. Keap
Last but not least, we have Keap, a QuickBooks CRM ideal for small businesses and freelancers. New invoices on QuickBooks get synced automatically to your Keap account. Plus, it offers robust lead management, analytics, and business lines for client communication.
Key features:
- Imports invoices, contacts, and quotes from QuickBooks
- Broadcast, 1:1, and automatic emails
- Dedicated mobile numbers to make calls and send text messages
Pros:
- The learning curve to set up automation and integration can be steep
- The list segmentation feature offers lots of options
Cons:
- Old invoices don’t get synced from QuickBooks Online
- Numbers stored outside the “Phone” field on QuickBooks Online are not imported
Pricing:
- Starts at $249 per month (billed annually)
Ratings:
- 2/5 star ratings on G2 (1516 reviews)
- 1/5 star ratings on Capterra (1292 reviews)
Pipeline CRM Offers the Best CRM QuickBooks Integration
Every QuickBooks CRM we listed here has its strengths and weaknesses. Choosing the right CRM that integrates with QuickBooks depends on the major sales challenges you want to tackle and your business goals.
That said, if you’re looking for an easy-to-use CRM with affordable pricing and powerful sales features, Pipeline CRM should be your first choice.
Pipeline CRM lets you use QuickBooks integration for accounting automation, syncing historical and current finance data, customer info, and even invoices. Our platform supports both the online and desktop versions of the accounting software.
In addition to the streamlined accounting process, you also get robust sales automation, accurate performance tracking and sales forecasting, and rich customization options for your entire sales pipeline.
Sign up here to get started with Pipeline CRM.
FAQs – Best QuickBooks CRM
What Is the Best CRM That Integrates With QuickBooks?
The best CRM that integrates with QuickBooks is Pipeline CRM because it offers two-way, real-time sync for customers, deal values, and invoices, helping sales and finance teams stay aligned from deal close to payment.
How Does CRM Integration With QuickBooks Work?
CRM integration with QuickBooks works by syncing customer data, deal amounts, and invoices between the CRM and QuickBooks in real time, eliminating manual data entry and reducing billing errors
What Should I Look for in a CRM That Integrates With QuickBooks?
When choosing a CRM that integrates with QuickBooks, look for two-way data sync, invoice creation from deals, contract and approval workflows, role-based access, and reporting that aligns sales pipeline data with actual revenue.
