Best CRM for QuickBooks Online: Top Tools for Integration
Finding a CRM that works with QuickBooks Online can transform how you manage customer relationships and finances. This page will walk you through the top CRM integrations with QuickBooks Online, helping you reduce manual work and keep everything in sync.
The software we're exploring in this article are:
- Prospect CRM
- Capsule CRM
- Insightly
Information on this page
- Why CRM Integration with QuickBooks Online is a Game-Changer for B2B Product Businesses
- Key Features to Look for to Find the Best CRM for QuickBooks Online
- Best CRM Systems for QuickBooks Online
- Why Prospect CRM is the Perfect Match for QuickBooks Online Integration
- Real-World Impact of CRM for QuickBooks Online
- Blogs & Resources
Why CRM Integration with QuickBooks Online is a Game-Changer for B2B Product Businesses
For wholesalers, distributors, and manufacturers, the gap between sales, stock, and accounting is often too great to manage. A CRM that works with QuickBooks Online, however, isn’t just about syncing data – it’s about creating a real-time, holistic view of your operations. With live customer data linked with financial records, you eliminate the chaos of disjointed systems, improving speed and accuracy across every transaction.
This integration is a strategic advantage that transforms how you manage customer relationships. When information flows effortlessly, your teams can anticipate customer needs, adjust strategies on the fly, and maintain relevancy and responsiveness in a fast-paced marketplace.
Key Features to Look for to Find the Best CRM for QuickBooks Online
When searching for the best CRM for QuickBooks Online integration, it’s essential to choose a solution that enhances both your customer management and financial processes.
Here’s what to prioritise when evaluating CRM integration with QuickBooks Online:
Key factors to consider:
- Social Proof: The best CRM for QuickBooks Online will have proven success in real-world scenarios.
- Comprehensive Product Features: Beyond syncing, the ideal CRM offers advanced ways to leverage the data it extracts from your accounting system.
- Effortless Data Sync: Ensure your CRM eliminates manual data entry with real-time synchronisation.
- User-Friendly Interface: The top CRM for QuickBooks Online should be intuitive and easy for your team to adopt quickly.
- Accessible Support: Reliable support is critical for troubleshooting and maintaining smooth operations.
- Transparent Pricing: Look for a clear and predictable pricing structure with no hidden fees, and that aligns with your business goals.
Best CRM Systems for QuickBooks Online: A Quick Comparison
Prospect CRM
Prospect CRM has earned a 4.5-star average rating across the QuickBooks Online App Store, G2, and Capterra, making it a top choice for businesses seeking seamless integration. Users consistently highlight its simple setup and effortless data syncing without the need for rekeying.
Users frequently mention the responsiveness and expertise of the implementation and support teams, ensuring that any questions or issues during the setup process – and even after – are swiftly addressed. This level of support is often a key factor for businesses when selecting software that integrates with essential tools like QuickBooks Online.
In short, Prospect CRM is not just another CRM solution – it’s a tool that truly aligns with the needs of businesses using QuickBooks Online, offering a combination of ease of use, seamless integration, and exceptional customer support.
“I love the intuitive customisation ‘on the fly’ options and how the CRM facilitates one-on-one sales contacts and follow-ups.”
Capsule CRM
Capsule CRM also holds a 4.5-star average rating across the QuickBooks Online App Store, G2, and Capterra, indicating a generally positive reception from users. Many appreciate the individual strengths of both Capsule CRM and QuickBooks Online, however, some users have reported challenges with the integration itself.
A common concern involves data duplication, where information doesn’t always match up correctly between the two systems. These users note that it can take time and effort to fine-tune the sync process to ensure that everything aligns properly. While the systems work well in isolation, the syncing process appears to require more attention and adjustments to get it just right.
Overall Capsule CRM offers a sound solution for QuickBooks Online integration, but the syncing process could benefit from further refinement to improve consistency and ease of use.
“Sadly, I haven't managed to get my contacts to reflect their financial info from QB on Casule. Contacts are recognised but the history remains 0.”
Insightly
With a 4.2-star average rating across review platforms like the QuickBooks Online App Store, G2, and Capterra, Insightly faces mixed feedback. Many users find its integration with QuickBooks Online to be less user-friendly and often cumbersome, leading to frustration during setup.
A recurring complaint is poor customer service, with users reporting that the support team doesn’t adequately address issues but continues to charge for a solution that isn’t meeting expectations. Given these challenges, many feel that the integration doesn’t justify the cost.
While Insightly may suit some, its integration with QuickBooks Online and the support offered leave much to be desired for many users.
“Once we realized that software was too clunky for our needs, they were completely inflexible about cancelling and ultimately made us pay over $1,400 to end the relationship.”
Why Prospect CRM is the Perfect Match for QuickBooks Online Integration
Real-Time Cashflow Insights
Prospect CRM offers real-time financial data directly within your sales workflow. Sales reps can instantly access up-to-date cashflow insights from QuickBooks Online, allowing them to make informed decisions during customer conversations. Quickly assess a prospect’s financial health and offer tailored payment terms or pricing, ensuring a smooth sale without leaving the CRM.
Seamless Quoting & Invoicing
With the seamless CRM integration with QuickBooks Online, quoting and invoicing become effortless. When a deal closes in Prospect CRM, the quote automatically syncs with QuickBooks Online, generating an accurate invoice without manual data entry. This automation saves time and ensures consistency, allowing sales and finance teams to stay in sync and get paid faster.
Drive Cross-Sell & Upsell Opportunities
The integration between Prospect CRM and QuickBooks Online gives your team deep visibility into customer purchase history and payment behaviour. This data empowers your sales team to easily identify cross-sell and upsell opportunities, helping you boost revenue without overwhelming customers with irrelevant offers. By leveraging the best CRM for QuickBooks Online integration, your team can make smarter, more profitable decisions.
Streamlines Sales & Finance Collaboration
Prospect CRM and QuickBooks Online streamline collaboration between your sales and finance teams. Sales reps can quickly push closed deals into QuickBooks, ensuring accurate invoicing and payment tracking. With automatic syncing, both departments stay aligned, reducing errors and improving overall workflow efficiency. This seamless CRM integration with QuickBooks Online ensures everyone is on the same page at all times.
Customer Success Stories: Real-World Impact of CRM for QuickBooks Online
“Our service revenue has doubled since implementing Prospect CRM and we have since expanded into eMarketing and eCommerce with Prospect CRM and QuickBooks Online’s solutions.”
Mark Roberts, Sales & Marketing Director, Evac + Chair
Real Customer Success Stories: CRM and QuickBooks Online in Action
“Prospect CRM’s tech support team is great, and their integration with our QuickBooks accounting software has been performing flawlessly. I am confident it will be a great tool as we continue to build our business.”
“The CRM needs for our business are very different than how most CRMs are used. We tried other systems but nothing had really good account management built in at a reasonable price, that was, until we found Prospect. If you are a wholesaler, distributor, or manufacturer and you use QuickBooks, this is your CRM.”
“We have been tremendously impressed by the implementation team as we set the entire system up. We love the ability to customise the platform to make it work for our unique terminology and process. The team has been extremely helpful and I would highly recommend.”
Prospect CRM Software Blogs & Resources
Why Integrating CRM & Accounting Software is Essential for Small Business Growth
Why CRM Systems like Salesforce, Zoho, Insightly & Pipedrive don’t work for Wholesale, Distributor & Manufacturing Businesses
The Perfect Trilogy of Apps for Wholesalers, Distributors & Manufacturers
