5 Best CRM Integrations with QuickBooks for SMBs 2022

It's crucial that your CRM and QuickBooks work together. Due to this, most CRMs on the marketplace have acted and offered a method to integrate QuickBooks into their platform. Although it should not be your top priority when choosing a CRM, a QuickBooks connection is essential.

The first administration system for a small company owner is frequently the accounting program QuickBooks. It contains all the necessary data, including the necessary contact information, payment details, and metadata.

Although QuickBooks is excellent for accounting, it does not assist you in increasing sales or providing the best customer or contact management. For QuickBooks integration, you can contact CRM consulting services that best fit you.

Entrepreneurs who recognize this include Customer Relationship Management (CRM) software in their business operations. Using a CRM is the proper course of action, but it is also another system that you must manage and import data into. In this situation, business owners can find that continuous data entry takes up more time than specialised jobs.

7 Best CRM Integrations with QuickBooks for SMBs

Microsoft Dynamics 365

A modular CRM, Microsoft Dynamics 365 lets you pick the functionality you want. It offers capabilities for many areas of the company, including supply chain management, sales and marketing. However, QuickBooks is not natively integrated with Microsoft Dynamics 365. Therefore, you'll need to use Zapier to link the two.

Insight into AI

You can tailor the purchase experience, provide behavioural insights, and prioritize your top leads with the aid of Microsoft's AI technology.

Automation

With the help of this CRM's strong automation features, human work can be reduced, financial reporting can be enhanced, and productivity may soar.

Supply chain management

Real-time inventory monitoring, automated order fulfilment, and improved supply chain transparency are all offered by Microsoft. 

Don't forget to check out: Salesforce Integrations - Enterprise Portfolio Considerations

Really Simple Systems CRM

Really Simple Systems is renowned for having a user-friendly CRM with integrated sales, marketing, and customer support capabilities, as its name would imply. It is a CRM that has won awards and has all the features business owners require to manage their client interactions.

Superior client service

For you to get the most out of your Salesforce and QuickBooks integration, Simple Systems takes pleasure in providing high-quality client service.

Simple Billing

Switching between platforms frequently loses time and increases error rates. Instead, submit your invoice directly from the CRM using Really Simple Systems.

Management in charge

Lead management is simplified with Really Simple Systems' integrated advertising platform, which also helps you nurture leads as they pass through your funnel.

Method CRM

The fact that Method is compatible with any QuickBooks product is its main selling feature. As a result, Method will allow you to integrate whatever technologies you use. Additionally, if you intend to upgrade your QuickBooks software in the future, having this versatility is essential.

Client portals

These enable your clients to modify their details at any time and pay their invoices. Any modifications and payments are synced with QuickBooks immediately as well.

Contact management that is intuitive

The method saves you time by gathering all the necessary customer information in one location. Customers' transactions, preferences, and prior interactions are all listed on their profiles.

Simple processes

By enabling you to carry out routine actions like generating estimations and sending invoices directly from the CRM, Method streamlines your workflows.

Insightly CRM

If you use QuickBooks Online, Insightly is a wonderful match. Without requiring much user involvement, its integration is quick and straightforward to set up.

The emphasis Onsightly places on long-term customer relationships and project management tools set it apart from other CRMs. Therefore, it's a wonderful choice for firms that offer services or recurring products.

Sophisticated project management

You may create and organize projects using Insightly directly from the CRM. Even work activities can be assigned automatically, so you can get started right away.

Customized sales procedures

Since every company is different, Insightly offers the option to adapt your sales procedures to meet your requirements.

Campaigns for individualized marketing

Without the requirement for a specific platform, Insightly provides content design, analytics, and other strong marketing tools.

Although Insightly is a strong CRM, it offers few integration capabilities. The CRM won't let you make invoices or accept payments. However, it will still do away with duplicate data entry and allow you to view crucial customer data like account status, bills, etc.

Check out another amazing blog by Cynoteck here: Top 7 New Salesforce Flow Features in Winter 23

Zoho

One of the most capable CRMs on this list, Zoho has great QuickBooks integration features. To put it up, though, you'll need some technical know-how and endurance.

Your information import and export procedures will need to be manually configured, which can be time-consuming. However, you can adjust the data sharing to suit your requirements.

A broad set of skills

With its no-code and pro-code editing, Zoho interfaces with more than 500 mobile applications and offers a wide range of customization options.

Forecasting sales

By making smart recommendations, such as when to contact a customer, Zoho uses AI to streamline your sales process.

Automation

Lead, deal automation, and workflow management are just a few of the business processes that Zoho offers automation solutions.

Conclusion

It's very important for your CRM to integrate with QuickBooks. Because of this, most CRMs on the market have stepped up and provided a mechanism to include QuickBooks into their platform. The integration of QuickBooks with your CRM is crucial, but it does not have to be your top consideration when picking a CRM.

All the CRM integrations with QuickBooks that we discussed in this article are great options. However, Simple Systems is the ideal QuickBooks partner for a small company owner like yourself.

About Us: Cynoteck Technology Solutions is a specialized Salesforce development agency that offers CRM development & implementation, implementation, integrations, support, and CRM consulting services. Our Salesforce experts have expertise in major Salesforce cloud as marketing cloud, service cloud, sales cloud, and Community Cloud. We have experience of more than 90,000 person-hours on projects and have completed all our projects with 90%+ Client Satisfaction ratings. For more information, contact us here.