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Level 1

Best CRM app with QBO

Looking for best, easiest CRM app to use with QBO.  1x lead/client entry, access to proposals in pipeline two way syncing.  I've seen reviews about double clients after a sync - not good!

 

Would like to be able to send emails relating to a specifice estimate, be able to review 'lost' estimates etc.

10 Comments
Anonymous
Not applicable

Re: best crm app with QBO

Hey @dmur,

 

Have you tried any of the existing CRMs such as Method? Are you looking for pure pipeline (end-to-end sale, like SalesForce) enhancement, or getting deep customer insights? 

Level 7

Re: best crm app with QBO

Hi Dmur, 

 

One of my clients uses Insightly? It links directly into QBO too.

 

Kind Regards,

 

Emily

Highlighted
Level 3

Re: best crm app with QBO

do not limit yourself to only CRM with tight integration to QB. consider a document management software that integrates with CRM and quickbooks to store all of your documents and keeps all client data synced. this route may provide you with more options while still achieving the same data integrity goal.
Anonymous
Not applicable

Re: best crm app with QBO

@khodonnell

 

This is a good point. Something I've observed at all the companies I've worked at during the current digital age is people focus on finding the best  "new tool" to solve a persistent problem. This is a great approach, but I notice that people get fatigued jumping from system to system. 


Instead, I recommend folks try to apply the tools they're already comfortable with to new challenges. Depending on what you need to track and the complexity of those needs, a CRM may be overkill. For instance, Excel can be set up to do tons of tracking if you normalize the data. 

Level 3

Re: best crm app with QBO

@Anonymous I totally agree. The worst thing a company can do is acquire a specific app for every single issue. They end up having 10-15 separate systems that all store data and documents in different places or they are forced to spend a ton on bandwidth if they are all cloud solutions and its a total mess. Yes a CRM can be overkill and costly. Plenty of other types of solutions that companies already use that provide similar benefits.
Level 7

Re: best crm app with QBO

Hi Dmur,

 

We always recommend Insightly to our customers: Insightly in QB App Store.

 

Let me know what you think!

 

Emily

Anonymous
Not applicable

Re: best crm app with QBO

@EmilyMockett

 

Good recommendation. What do you think is the key benefit over other available CRMs?

 

Also, in your experience do you see the need to balance the number of tools a small business has to manage in a day? Do you ever run into "profile fatigue" and if so, how do you help your clients navigate?

Level 7

Re: best crm app with QBO

Hi James,

 

Insightly is very intuitive and easy to use! 

 

We tend to integrate only one or maybe two apps at a time depending on the clients skills. We always use QuickBooks Online as the base software and then build on that from there adding more apps as we go depending on the clients individual needs.

 

Kind Regards,

Emily

Anonymous
Not applicable

Re: best crm app with QBO

One... or two? hehe.

 

Do you find more than that, it becomes more work just to manage the management? 

 

I love this framework below -  whether or not someone uses QuickBooks as the sole basis, deciding which one serves as the basis makes structuring the rest of the work so clear. 

We always use QuickBooks Online as the base software and then build on that from there adding more apps as we go depending on the clients individual needs.

@lynda would be your fan. 

ProAdvisor

Re: best crm app with QBO

I use 17 hats.  I love the automation piece.  Generate lead>Create quote>contract>invoice>integrates with QBO.  Not too expensive. 

 

Still waiting on the customer portal piece.

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