CRM Integrations

CRMs that integrate with QuickBooks

CRMs with native QuickBooks Online or Desktop integration — invoice sync, customer record matching, and revenue-side reporting that ties closed-won deals to recognized revenue without a CSV.

Why CRM ↔ QuickBooks integration is load-bearing

For most small and mid-size businesses, the CRM is where deals live and QuickBooks is where money lives — and the gap between them is where revenue gets misreported, customer records duplicate, and finance teams waste a Friday reconciling spreadsheets. A real CRM-to-QuickBooks integration syncs customers, invoices, payments, and (in mature integrations) products and tax codes — turning closed-won into invoiced into paid without anyone retyping a number.

What to prioritize

Customer record matching by email or external ID. Avoid integrations that match by name; spelling variants will create duplicates inside QuickBooks within a week.
QuickBooks Online vs. Desktop. QBO has a clean modern API; QuickBooks Desktop integrations are clunkier and almost always require an SDK bridge. Confirm which version the CRM supports before signing.
Two-way sync, not one-way push. When an invoice is paid in QuickBooks, the CRM deal record should reflect it — otherwise reps keep chasing closed deals.
Product and price-list sync. Mid-tier integrations sync products and tax codes; lighter ones force you to re-enter line items by hand inside QuickBooks every time.
Multi-entity support. If you run multiple QuickBooks companies (US + UK, multiple LLCs), the CRM needs to route the right deal to the right QuickBooks file — not all integrations support this.

When this category is the right call

Services, agencies, professional consulting where each closed deal becomes one or more QuickBooks invoices.
Field service, trades, contractors running QuickBooks for accounting and a CRM for opportunities — the integration prevents double-entry.
B2B SaaS under $5M ARR where Stripe or Chargebee is overkill and QuickBooks remains the system of record for invoicing.

When it isn't

Subscription SaaS at scale. Stripe + a real billing system (Chargebee, Maxio, Recurly) is the right shape; QuickBooks is downstream of that, not connected to the CRM directly.
Enterprise ERP shops. If you run NetSuite or Dynamics ERP, QuickBooks isn't in the picture — look at the relevant ERP integration page instead.

Below: CRMs with QuickBooks integration in our directory

Act!

Contact manager and CRM for small businesses, with email marketing, quotes and scheduling built in. Sold as Act! Advantage in the cloud or Act! Premium Desktop on-premises.

ChurnZero

Customer Success

Customer success platform for SaaS and subscription businesses with health scores, automated plays, in-app messages, surveys, renewal forecasting and AI agents. Prices are quote-based.

HighLevel

CRM, funnel builder, SMS and email marketing platform for marketing agencies, priced per agency account with unlimited users and contacts. Agencies can resell it under their own brand.

Less Annoying CRM

Contact manager and CRM for small businesses at one price of $15 per user per month, with contacts, pipelines, tasks, calendar sync, email logging and free phone support.

AttiBooks

QuickBooks invoicing inside Attio: create invoices and estimates from any record and sync paid status back. Built by the weekcrm team.

BoldTrail

Real Estate CRM

Real estate platform from Inside Real Estate with a CRM, IDX websites, lead generation, marketing automation and AI. Sold to agents, teams, brokerages and enterprises, with a separate back-office product.

Apptivo

Modular cloud business suite with Sales CRM, Help Desk, Field Service, Campaigns and other apps. Aimed at small and mid-sized businesses.

Bigin by Zoho CRM

Bigin is Zoho's pipeline CRM for small businesses of 1 to 20 people. It combines contacts, deals, email, calls and WhatsApp, with a free plan for one user and paid plans from $7 per user per month.

Bonsai

Client and project management for service businesses: CRM, proposals, contracts, time tracking, invoicing and a client portal. Plans start at $9/user/mo billed annually.

Copper

CRM for Google Workspace users that works inside Gmail, with pipelines, project management and workflow automation. Sold on Basic, Professional and Business plans from $23 per seat a month.

EngageBay

CRM, marketing automation and help desk suite for small businesses and startups, with a free plan for up to 15 users and 250 contacts.

eWay-CRM

CRM that runs inside Microsoft Outlook, with contacts, sales and project modules, a free plan and AI email features. Also available in Microsoft Teams, web and mobile.

GoldMine

Small-business CRM published by Ivanti, sold as an on-premises license or a hosted cloud subscription. Built for sales teams that prefer to own software.

HoneyBook

Client management platform for independent service businesses, combining proposals, contracts, invoices, payments, scheduling and lead forms. Available in the US, Canada, UK and Australia.

Method CRM

Method CRM is a CRM built for QuickBooks Online and Desktop, with two-way sync, leads, estimates, invoicing, work orders and customer portals for small businesses.

OnePageCRM

OnePageCRM is a small-business CRM built around next actions: an Action Stream agenda, unlimited contacts on every plan, email sync, a mobile app and an MCP connection for AI assistants.

Pipedrive

Sales CRM built around a Kanban-style pipeline, with workflow automation, email and calendar sync, and a marketplace of 500+ integrations. Aimed at small sales teams.

Pipeline CRM

Sales pipeline CRM for small and mid-size B2B teams, with custom pipelines, weighted forecasting, email sync and 64 integrations. Founded in 2006 as PipelineDeals.

ProsperWorks (now Copper)

Copper is a CRM that runs inside Gmail and Google Workspace, with pipelines, task automation and contact enrichment. Built for small and mid-sized service businesses.

Salesmate

CRM with pipeline management, marketing automation, ticketing and AI agents in one platform. Serves 8,500+ businesses and lists 700+ integrations.

Scoro

Work management and professional services platform that combines projects, resource planning, quoting, time tracking and invoicing. Sold as modular apps from $17 per user.

SherpaDesk

Help desk and PSA software for small IT teams and MSPs, with ticketing, time tracking, invoicing, projects and asset management. The first agent is free.

SuiteCRM

Open-source CRM with no per-user license fee. Run it on your own server for free, or pay for managed hosting from £50 per month, setup and support.

SuperOps

PSA and RMM platform for MSPs (MSPSuite) and in-house IT teams (ITSuite), with ticketing, endpoint management, patching and asset management.

SupportBee

Shared-inbox help desk that turns email into tickets, with a knowledge base and customer portal. $17 per seat per month annually on Startup, $21 on Enterprise.

vCita

Client management software with online scheduling, invoicing, payments, email/SMS marketing and AI receptionists, for solo and small service businesses.

Vtiger CRM

CRM with sales, marketing and help desk modules and an open-source core, sold as cloud plans. For small and mid-size businesses that want one customer record across teams.

Capsule CRM

Contact-focused CRM for small businesses and professional services firms. Contacts, sales pipelines, projects, tasks and 100+ integrations, with a free plan for 2 users.

Monday CRM

monday CRM is a board-based CRM from monday.com with pipelines, a communications hub, quotes and invoices, automations and AI agents for lead sourcing, outreach calls and meeting prep.