Dec 19, 2025
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Estimated Read Time : 5 MIN
CRM (Customer Relationship Management) systems help businesses track interactions with leads and customers, improving relationships and sales outcomes. QuickBooks, on the other hand, is a powerful accounting software that manages your company’s financial, payroll, and expense data.
To deliver a complete business management solution, QuickBooks integrates seamlessly with various third-party CRM tools. This integration lets you manage sales, customer data, and finances all in one place—through a shared, customizable dashboard with real-time insights.
If you’re wondering which CRMs work best with QuickBooks, we’ve compiled a list of top options, along with the key benefits and simple methods to connect them. Let’s dive in!
Table of Contents
ToggleMultiple CRM applications are compatible with QuickBooks Online, allowing you to manage all your data in a single dashboard with a single view for all individuals. Below is a list of top CRM applications that offer seamless collaboration and AI-powered features:
| CRM | Method CRM | Salesforce |
| Copper | Pipedrive | Zoho Corporation |
| Hubspot | Freshsales | Insightly |
| Pipeline CRM | Capsule | Microsoft Dynamics 365 |
| NutShell | Keap | Teamgate |
Integration with QuickBooks Online automatically transfers data to the software, giving you a centralized dashboard where you can access and manage every detail of your business on a single screen.
When the CRM or sales team has all the data about prospects, customers, and post-sales—from initial contact to conversion—stored and easily accessible, it becomes easier to manage sales, decide when to propose a sale, and then follow up.
When you can combine customer contact information, call notes, next steps, and more in one central location, everyone can quickly identify and prioritize the leads that have the highest potential to convert, enhancing overall business productivity.
CRM integration with QuickBooks Online collects current or recent updates to customer information. It provides a single view for everyone in the company of their customers’ interests, purchase history, and interactions, helping businesses offer a more personalized experience.
It provides a single view of a customer’s interest in your company — such as interactions and purchase history — that helps create a more personalized experience.
No need to use multiple tools for different roles — such as marketing, time tracking, customer interaction, and more — separately when you can do everything in one place with a single-step integration with QuickBooks Online.
Insights and dashboards in CRM make it easy for everyone to view and manage customizable dashboards and access analytics for each sale.
Individuals can get the insights from the data that’s most important to their workflows without having to dig, sift, check/sort, run a report, or more. For example, a marketing manager can customize the dashboard and gain insights into their website performance or email performance.
A professional in CRM can analyze where leads come from —such as websites or emails —and update customer activity.
Integrating CRM applications connects all departments within a business, bridging the gap between sales, marketing, and service. Key features include a unified customer database, real-time data sharing, and built-in communication tools.
However, customization can be made for each department, sharing essential data without manually creating additional files.
As a key part of CRM apps, automation helps you avoid manual data entry and repetitive tasks in sales, marketing, and customer service, and assign or free up teams for higher-value activities.
In sales force automation, you can automate lead screening and assignment, schedule emails, and manage social media in marketing automation. Advanced CRM systems use AI to analyze data, make predictions, and even automate complex processes. AI integration within CRM apps not only automates but also provides deeper insights through predictive analytics and advanced reporting.
A CRM application isn’t limited to a few features; it’s a centralized system for managing customer data, sales, and more. We’ve discussed some specifics on how CRM applications help businesses save time and effort and increase productivity. For more information, see the official site of the CRM you’re using or planning to integrate with QuickBooks Online.
Connect the CRM application to QuickBooks Online to get the benefits the application offers for your business with the steps below:
CRM by QuickBooks is designed to seamlessly integrate with QuickBooks Online, empowering small businesses to efficiently manage customer relationships, track sales activities, and automate key workflows—all from one connected platform.
Getting started is simple. Just click “Get App Now”, and your QuickBooks Online data will automatically sync with CRM within seconds.
Once connected, all of your customer details—such as names, email addresses, physical addresses, and more—are securely transferred to CRM, part of the Advisor ecosystem. From there, you can easily organize customers into groups, helping you identify specific audiences for your marketing efforts.
With these powerful insights, CRM enables you to create and deliver personalized, targeted campaigns that strengthen customer relationships and drive business growth.
Our CRM application framework is powered by advanced artificial intelligence (AI), enabling smarter customer engagement and driving higher deal success rates. Seamlessly connect your QuickBooks Online account with CRM—part of the A8 app ecosystem—to automatically synchronize key customer data such as email addresses, names, and physical locations.
This integration ensures that customer information flows effortlessly into the Advisor ecosystem, supporting streamlined time tracking and efficient client management. With CRM, you can easily create and manage opportunities, track issues related to specific contacts, and record activities for a complete and intelligent approach to customer relationship management.
Learn how you connect Method CRM application to QuickBooks Online and what the key benefits are:
With Method CRM and QuickBooks integration, your data always stays in sync—instantly. Any update made in QuickBooks is automatically reflected in Method CRM, and vice versa. No more switching between systems or worrying about mismatched records. Our real-time, two-way synchronization keeps everything perfectly aligned and up to date.
When it comes to data integrity and reliability, Method CRM sets the standard. With over 12 years of proven experience, more than 59,000 connected QuickBooks accounts, and millions of records synced, we’ve earned the trust of businesses worldwide. Your data is not just synced—it’s secure, accurate, and always in good hands with Method CRM.
Method CRM is built for businesses like yours—those that rely on QuickBooks but need a smarter, more connected way to manage their entire operation in one place.
You will get the following with the application:
And the best part? Everything syncs directly with QuickBooks in real time, keeping your data perfectly aligned and always up to date.
Finally, we are ending this blog with a list of compatible CRM software that can be integrated with QuickBooks Online to seamlessly manage customer, financial, and marketing data, eliminating manual effort and automating data movement.
For further assistance, please contact QuickBooks ProAdvisors at Call Us : +1(866)500-0076. Talk to an expert now!
What is an integrated CRM platform in QuickBooks?
An integrated CRM platform in QuickBooks is the tool that syncs customer relationship management (CRM) data with QuickBooks accounting software, allowing you to seamlessly synchronize data, manage finances, and collaborate across different business departments, along with a customized dashboard.
How does QuickBooks integration work?
QuickBooks integration connects the accounting software with third-party applications via APIs or third-party tools, streamlining workflows, reducing manual effort, and improving accuracy by syncing QuickBooks with CRM or banking applications.
Does QuickBooks software have a customer relationship management feature?
No, QuickBooks is primarily an accounting software, and it does not have an in-built customer relationship management feature. However, it allows you to easily integrate third-party applications with the software using APIs or integration tools.
What CRM system does QuickBooks integrate with?
QuickBooks integrates with many CRM systems, including popular options such as Method CRM, Zoho CRM, HubSpot, Insightly, and Salesforce, as well as others like Pipedrive, Capsule CRM, and Microsoft Dynamics 365.
Lana Creston is an experienced technical and accounting writer with a total of 9 years of experience. She currently works on QuickBooks accounting and technical guides at QuickBookSupportNet. Lana has a passion for reading and writing about various technical topics, especially exploring new accounting methods and software, while continuously expanding her expertise in the ever-evolving field of finance and technology.
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