QuickBooks is the leading accounting software solution for millions of small and mid-sized businesses worldwide. The core functionality of QuickBooks allows users to benefit from simplified accounting processes that save organizations from stressful bookkeeping. However, the system is flexible enough to allow third-party integrations depending on the needs of the business.
A customer relationship management (CRM) software integrated with QuickBooks cloud can help your business can unite accounting and customer information in one interface. By consolidating your marketing and communication tools with your accounting platform, your teams can easily track and conduct all sales conversations in one place.
Let’s take a look at some of the best CRMs that integrate seamlessly with QuickBooks.
With Method:CRM you can enjoy seamless integration of a variety of QuickBooks products, including Pro, Premier, and Enterprise. The broad integration capabilities and easy lead management tools make it an excellent choice. Employees using the app can view each customer’s details, including transaction history, contact information, and accounting data.
The self-service feature allows vendors and customers to update their own contact information, check support request information, and view their transaction history. Additionally, users get a 30-day free trial without putting in any credit card information.
2. HubSpot CRM
HubSpot CRM allows the sales team representatives to view all transactions such as payments, invoices, and estimates in HubSpot directly, so the sales team doesn’t have to go through accounting information in QuickBooks. Users can also develop new records for purchase orders, customers, and vendors, among others.
The automatic data sync and two-way data sync options ensure that all entries are updated within the system simultaneously, so all users have access to real-time customer information. Users can get a 14-day free trial before choosing a plan.
3. Salesforce CRM
The distinct feature that comes with Salesforce CRM is the AI-enabled assistant that helps users make faster and more informed decisions and can increase employee productivity substantially. The final result is happier and more satisfied customers. Consolidated data can be used to identify underlying patterns and trends to develop meaningful customer insights.
Salesforce CRM can be scaled to meet the need of any organization within a variety of industries and doesn’t have a limit on the number of users. Managing larger accounts is easier using Salesforce with synchronized Salesforce objects, multi-line invoices, deposits, and more. Users have a 15-day free trial option and even get set up assistance for the Enterprise version.
4. Insightly CRM
Insightly CRM excels at delivering a personalized experience for consumers depending on their individual needs. Users can generate tasks for others, automate complex business processes, and even synchronize external Oracle systems.
Insightly simplifies customer relationship management by prioritizing sales leads based on their relevancy and sending them to the concerned sales representative. This mechanism allows your sales team to reach out and convert potential customers at just the right time. You can also bulk emails to customers from within the app and track email delivery, the number of clicks generated, and the open rate. Insightly offers a 14-day free trial, after which you can choose a payment plan.
5. Zoho CRM
The Zoho CRM allows seamless collaboration across teams so that everyone can discuss leads, ask questions, answer queries, and share insights. Customer communication data spread across multiple channels (email, call, text, live chat, and so on) can be consolidated and viewed as a whole in Zoho.
Real-time data allows businesses to make smart decisions based on significant customer insights. Powerful data processing capabilities allow users to track information individually as well as view consolidated customer data across the territory to determine business health. Zoho CRM has a free edition with basic tools for up to three users.
6. iEnterprise CRM
With iEnterprise CRM, users get enhanced visibility into their sales and can manage the sales team more efficiently. The software is intuitive and easy to use. For instance, the prediction feature uses previous insights to create layout plans for more sales. Additionally, it automatically integrates your mobile and email clients, which prevents dual data entry.
The solution is particularly focused on helping users ensure high retention—users can track reasons for poor sales and view all previous complaints in one location to help resolve issues faster. iEnterprise offers free QuickBooks integration for up to two users.
First-Class QuickBooks Hosting Services
QuickBooks is undoubtedly a great business management tool for small and mid-sized firms—and choosing the right commercial hosting provider is can help you unlock its full potential.
Finding the right application for your CRM needs is easier when you work with the experts at gotomyerp. We can also help you pick the best third-party integrations and module add-ons for your firm and provide 24/7 technical support and customer service to all our clients.
As a leading QuickBooks hosting provider, we offer premium QuickBooks desktop hosting at competitive rates. Our QuickBooks experts can guide you through each stage of implementation, including licensing, optimization, data migration, training, and continued support.
To get started, call us at (877) 888-5525or try a live demo today!