https://fitsmallbusiness.com/best-quickbooks-crm/
Method: CRM Features
Method:CRM offers customer portals and direct payments as part of its integration. These features allow companies to get paid faster as well as improve the customer experience. It also accommodates both QuickBooks online and desktop versions and offers a self-serve customer portal.
- Self-service portals make it easy for customers to send payments
- Unlimited custom fields and contact records
- Ability to send emails and create email templates
- Offers custom reports
- Includes Zapier, Mailchimp, Google calendar integrations and Gmail and Outlook add-ons
- Offers email, live chat, and phone support, along with a customer success manager and self-service help center
Freshworks CRM Features
Freshworks CRM is a CRM that integrates with QuickBooks online and allows you to pin or connect invoices to contacts, which is helpful in identifying billing issues with customers.
- Allows filters and custom views
- Data migration available from other CRMs
- Email tracking and templates available on Garden and Estate plans
- Offers insights based on lead scoring
- Paid plans offer web-to-lead capture
Mobile apps for available for all plans
Insightly Features
Insightly is a CRM with QuickBooks Online integration, project management features, and prospecting tools such as a business card scanner.
- Mass emailing and email templates available on all paid plans
- Web-to-lead capture forms on all paid plans
- Native iOS and mobile apps on all plans
- Offers over 250 integrations to business apps
- Offers Gmail, Outlook, and cloud file storage integrations
Agile CRM Features
Agile CRM is a single platform to manage sales activities, accounting, support, and marketing automation, which includes a QuickBooks integration to create invoices and collect payments.
- Custom data fields and lead scoring on all plans
- Email tracking and email campaigns on all plans
- Web-to-lead capture forms on all plans
- Marketing automation on all paid plans
- Help desk available on all plans
Vtiger Cloud Features
Vtiger is a cloud-based CRM with a QuickBooks integration that offers three different types of plans: sales-focused, support-focused, and a plan that includes both sales and support.
- Email automation on all plans, including lead, contact, case creation, opportunity creation, and organization creation from email
- Offers web-to-lead forms
- Click-to-call feature and call recording in all plans
- Mobile apps for Android and iOS in all plans
- Gmail add-on in all plans
- QuickBooks integration starting at $20 per user, per month