9 options · prices checked October 11, 2026
QuickBooks CRM: 9 options compared
A QuickBooks CRM keeps your pipeline and customer history in step with your books, so a won deal becomes an invoice without retyping. Check which QuickBooks you run first: most CRMs here list only QuickBooks Online.
- Online and Desktop noted
- Plan needed for sync
- Prices from each company's page
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- Pay as you go
- Rewrite the software
- Developer friendly
- Build what you need
Calculator
What would your team pay?
Most QuickBooks CRMs are priced per user. Pick your team size to compare the first plan that includes the QuickBooks connection.
HubSpot's $7 is a new-customer offer against a regular $20. Method creates invoices and estimates from Pro, $59 per user. QuickBooks Online is the accounting plan itself; Customer Hub comes with it, and it lists no annual price.
Side by side
The 9 QuickBooks CRM options
Each one in detail
Best for: Any industry that wants its own fields and workflow
- Your own app code
- Texting and calling built in
Each company gets its own app code that it can change with its own AI tools, so a brokerage can add listing fields, a law firm matter stages, a nonprofit donor history or a recruiter candidate pipelines. Texting, calling, email and AI agents are built in, pricing is per company with no per-user fee, and pay as you go has no monthly fee.
Best for: QuickBooks users who want customers, estimates and invoices synced both ways
- Two-way sync: QuickBooks Online and Desktop
- Invoices and estimates from Pro
CRM QuickStart is $35 per user a month, CRM Pro $59 and CRM Enterprise $97, and paying a year up front takes 10% off. Every plan syncs both ways with QuickBooks Online and QuickBooks Desktop at no extra fee, but creating estimates, invoices and payments starts at Pro.
Best for: Small sales teams that bill from deals in QuickBooks Online
- QuickBooks Online on every plan
- No QuickBooks Desktop
Professional is $9.95 per user a month billed yearly or $15 monthly. Business is $19.95 yearly or $29 monthly, and Max is $29.95 yearly or $45 monthly. Its own QuickBooks Online integration, on every plan, creates invoices and estimates from deals; it doesn't work with QuickBooks Desktop.
Best for: Small teams that want a low-cost pipeline synced with QuickBooks Online
- Two-way QuickBooks Online sync
- Not on the free plan
Express is $7 per user a month billed yearly or $9 monthly, Premier $12 or $15, and Bigin 360 $18 or $21. The free plan covers 1 user and 500 records. The two-way QuickBooks Online sync starts at Express and lets you create invoices and estimates from a record.
Best for: Small teams that want a tidy, simple CRM
- Free: 2 users, 250 contacts
- Starter: 30,000 contacts
The free plan covers 2 users and 250 contacts. Starter is $18 per user a month billed yearly or $22 monthly with 30,000 contacts, Growth $36 yearly and Advanced $54.
Best for: Small teams that want to start free
- Free for 2 users
- $1,500 onboarding on Pro
The free plan covers 2 users with no card required. Starter shows $7 per seat a month as a limited-time offer for new customers, billed yearly, against a regular $20. Professional is $90 per seat a month and Enterprise starts at $150, and both carry required one-time onboarding fees of $1,500 and $3,500.
Best for: Cost-conscious sales teams
- Free for 3 users
- Enterprise $40 yearly
Standard is $14 per user a month billed yearly, or $20 month to month. Professional is $23 yearly ($35 monthly) and Enterprise is $40 yearly ($50 monthly). Of the free plans here with stated limits, it allows the most users.
Best for: Visual sales pipelines
- $168 per seat a year on Lite
- Premium $59 yearly
Lite is $14 per seat a month on a yearly plan, which Pipedrive bills as one $168 payment per seat. Month to month, Lite is $24. Growth is $39 yearly ($49 monthly) and Premium, the plan it marks most popular, is $59 yearly ($79 monthly).
Best for: Owners who want basic customer tracking inside their accounting
- Customer Hub on every plan
- Lead management from Plus
Simple Start is $38 a month for 1 user, Essentials $85 for 3, Plus $140 for 5 and Advanced $340 for 25, with no annual contract. Customer Hub (customer records, notes, tasks, proposals and e-signatures) is on every plan; appointment scheduling and contact forms start at Essentials, and lead management at Plus.
Side by side
How each CRM connects to QuickBooks
Every QuickBooks CRM connection is different: some sync both ways, some only push invoices, and some need a higher plan or another company's app. Each name links to the vendor's own QuickBooks page.
| CRM | QuickBooks Online | QuickBooks Desktop | How it connects | Plan needed |
|---|---|---|---|---|
| AttackDesk Sponsored | Not built in | Not built in | No QuickBooks sync today | — |
| Method:CRM | Yes, two-way | Yes, two-way | Built by Method | All plans; invoices and estimates from Pro ($59) |
| OnePageCRM | Yes | No | Built by OnePageCRM | All plans |
| Bigin by Zoho | Yes, two-way | Not stated | Built by Zoho | Express ($7) and up, not Free |
| Capsule | Yes | No | Built by Capsule | All plans, including Free |
| HubSpot | Yes | Not stated | Built by HubSpot | All plans, including Free |
| Zoho CRM | Yes | Not stated | Built by Zoho | Paid editions |
| Pipedrive | Yes | Third-party app only | Pipedrive's app for Online; Commercient's app for Desktop | Not stated |
| QuickBooks Online | Built in (Customer Hub) | — | Part of QuickBooks Online | Customer Hub on every plan; leads from Plus ($140) |
| Kickserv | Yes, two-way | $50 a month add-on | Built by Kickserv | Online on all plans; Desktop from Run |
| Housecall Pro | Yes | Yes | Built by Housecall Pro | Online from Essentials |
| Jobber | Yes, one-way into QuickBooks | Client import from a CSV file only | Built by Jobber | Connect and up |
| Insightly | Yes | Not stated | Through AppConnect, $249 a month yearly plus $3,000 setup | Listed on all CRM plans |
| Less Annoying CRM | Yes | Not stated | Third-party app, from $9 a month | Its one plan |
| Salesforce | Partner apps | Partner apps | AppExchange partner apps only | Varies by app |
Checklist
What to check before you connect a CRM to QuickBooks
- Online or Desktop: most CRMs here list only QuickBooks Online; Method and Housecall Pro list both, and Kickserv charges $50 a month for Desktop.
- Which way it syncs: two-way keeps customers matched in both systems; Jobber sends data one way into QuickBooks.
- The plan that unlocks it: Jobber needs Connect, Copper needs Professional, Housecall Pro needs Essentials and Bigin needs Express.
- Invoices from a deal: OnePageCRM and Bigin create invoices and estimates from a record; Method does from Pro.
- Who built the connector: a CRM's own app is included, while another company's app adds a fee, like Less Annoying CRM's sync from $9 a month.
Common questions
Does QuickBooks have a CRM?
QuickBooks Online includes Customer Hub on every plan: customer records, notes, tasks, proposals and e-signatures. Lead management starts on Plus, $140 a month for 5 users. It's customer tracking inside your accounting, not a full sales pipeline.
Which CRM works with QuickBooks Desktop?
Method:CRM syncs both ways with QuickBooks Desktop on every plan, from $35 per user a month. Housecall Pro also lists Desktop, and Kickserv adds it for $50 a month from its Run plan. Pipedrive and Salesforce reach Desktop only through other companies' apps. For a worked example, see connecting a home inspection CRM to QuickBooks Desktop.
What is the cheapest CRM that syncs with QuickBooks?
Capsule and HubSpot include their QuickBooks Online integrations on free plans for 2 users; Capsule's caps at 250 contacts and HubSpot's at 1,000. The lowest paid option is Bigin by Zoho at $7 per user a month billed yearly.
Is there a QuickBooks CRM for accountants?
Accounting firms usually want practice management with client portals rather than a sales CRM. See CRM for accountants for tools like TaxDome and Karbon.