Most small businesses use QuickBooks as their first CRM. Being able to access customer contact information from the accounting software is good enough when you are a startup.
Why businesses need Quickbooks + CRM
Just like spreadsheets, QuickBooks doesn’t actually do anything to help you make sales—it only helps you manage billing and accounting.
A growing business needs CRM software to manage relationships and bring transparency to sales funnels. This boosts chances of closing more deals.
Your business can get significant value by picking a CRM that integrates with Quickbooks online.
Think of “QuickBooks-CRM integration” as a way for every member of your team to have a birds-eye view of every client: What stage of the buying process are they at? Do you need to nurture them more? What do their past buying behaviors look like? What did you discuss during your last conversation with them?
Why businesses need Quickbooks + Project Management
Quickbooks offers time-tracking / timesheet management for payroll. However, Quickbooks does not offer project or task management. If you need to collaborate with your team, clients or partners you need to invest in a project management app.
Project management software can boost your team’s productivity and bring better accountability within the organization. Integrating project management with Quickbooks is particularly valuable for businesses that collaborate and bill clients for services.
How to pick the best CRM and project management software that integrates with Quickbooks
There are dozens of vendors/tools that claim to integrate with Quickbooks. However, not all integrations are equal. Most CRM/PM offer Quickbooks integration via third-party services like Zapier. This can be expensive and time consuming to set up.
Only a handful of CRM apps offer direct integration with Quickbooks. Even fewer project management apps offer direct integration with Quickbooks.
TeamWave is the only Quickbooks Online integration that works seamlessly for both project management and CRM.
Together: TeamWave and QBO combine to give you one complete view of your business, from capturing that first lead, delivering projects, right through to invoicing and payments.
Key benefits of TeamWave + Quickbooks integration:
- Direct integration means an end to annoying downloading and uploading of files.
- Automatically creates new customer records in TeamWave and QuickBooks Online and keeps them synced.
- Export project timesheet to Quickbooks with one-click
- Save time and keep your data clean