Crm Add On for Quickbooks: Everything You Need to Know

Greetings! If you’re reading this article, then you’re likely interested in learning more about how crm add ons can enhance your Quickbooks experience. Quickbooks is a popular accounting software that’s well-known for its ease of use and efficient bookkeeping capabilities. However, while Quickbooks may be great at handling finances, it doesn’t have the best reputation when it comes to customer relationship management (CRM).

But don’t worry because there’s a solution: crm add ons for Quickbooks! In this article, we’ll go over everything you need to know about these add ons, including their benefits, features, and how to choose the right one for your business. So, without further ado, let’s dive in!

What are CRM Add Ons for Quickbooks?

CRM add ons for Quickbooks are software extensions that integrate with Quickbooks and provide additional features for managing customer relationships. They’re designed to help businesses streamline their sales and marketing processes, improve customer satisfaction, and increase revenue. With a CRM add on, you can track customer interactions, manage leads, and automate marketing campaigns – all within Quickbooks.

Why Use a CRM Add On?

There are several reasons why a business might choose to use a CRM add on for Quickbooks:

👉 Improved customer relationships: A CRM add on can help you keep track of customer interactions and provide personalized service that improves customer satisfaction.

👉 Streamlined sales process: With a CRM add on, you can track leads, manage sales pipelines, and automate follow-up emails, making your sales process more efficient.

👉 Better marketing automation: A CRM add on can help you create and automate targeted marketing campaigns, resulting in more effective lead generation and increased revenue.

👉 Integration with Quickbooks: By choosing a CRM add on that integrates with Quickbooks, you can avoid the hassle of managing multiple systems and ensure that your financial data is always up-to-date.

How to Choose the Right CRM Add On for Quickbooks

When choosing a CRM add on for Quickbooks, it’s important to consider the following factors:

1. Features

What features are important to your business? Do you need lead tracking, marketing automation, or customer support functionality? Make a list of the features you require, and choose a CRM add on that offers the best match.

2. User-Friendliness

Is the CRM add on easy to use? Will your employees be able to navigate the interface without extensive training? Choose a CRM add on that’s user-friendly and intuitive.

3. Integration with Quickbooks

Make sure the CRM add on you choose integrates with Quickbooks. This will allow you to access all of your financial data in one place and avoid the need for manual data entry.

4. Customer Support

What kind of customer support does the CRM add on provider offer? Will they be available to answer your questions and provide assistance when you need it? Choose a provider that offers timely, helpful customer support.

The Top CRM Add Ons for Quickbooks

Now that you know what to look for when choosing a CRM add on for Quickbooks, here are some of the top options available:

CRM Add On Features
Zoho CRM Lead and pipeline management, marketing automation, customer support
Infusionsoft by Keap Lead and pipeline management, marketing automation, e-commerce
Nimble Social media integration, lead and pipeline management, contact management
Insightly Lead and pipeline management, contact management, project management
Pipedrive Lead and pipeline management, sales forecasting, activity reports


1. How much does a CRM add on for Quickbooks cost?

The cost of a CRM add on for Quickbooks varies depending on the provider and the features included. Some providers offer free plans or trials, while others charge a monthly fee.

2. Can I use a CRM add on with Quickbooks Online?

Yes, many CRM add ons are compatible with Quickbooks Online. Make sure to check with the provider before purchasing to ensure compatibility.

3. Do I need to have Quickbooks Desktop to use a CRM add on?

Yes, most CRM add ons require Quickbooks Desktop to function properly.

4. Can I customize the fields in a CRM add on?

Yes, many CRM add ons allow you to customize the fields to fit your business needs.

5. Can a CRM add on help me manage my sales team?

Yes, many CRM add ons offer features for managing sales teams, such as lead assignment and sales forecasting.

6. Can I import my contacts into a CRM add on?

Yes, most CRM add ons allow you to import your contacts from Excel or CSV files.

7. What kind of customer support is available for CRM add ons?

The level of customer support varies by provider. Some offer phone and email support, while others offer only online resources such as FAQs and user guides.


As we’ve seen, a CRM add on can greatly enhance your Quickbooks experience by improving customer relationships, streamlining sales processes, and automating marketing campaigns. When choosing a CRM add on, make sure to consider the features, user-friendliness, integration with Quickbooks, and customer support.

Furthermore, you can choose from top CRM add ons such as Zoho CRM, Infusionsoft by Keap, Nimble, Insightly, and Pipedrive. With these options, you’ll be able to find the perfect fit for your business.

So why wait? Start exploring the world of CRM add ons for Quickbooks today and experience the benefits for yourself!

Closing Disclaimer

The information in this article is for informational purposes only, and we do not endorse any particular product or service. Before purchasing a CRM add on for Quickbooks or any other software, be sure to research and compare different options to find the one that best fits your business needs. Additionally, we do not guarantee the accuracy or completeness of the information in this article, and we are not responsible for any loss or damages that may arise from the use of this information.