Business, Startups & Finance

Best CRM for Small Business That Integrates with Accounting Tools

Curated list of top CRM solutions for small businesses that seamlessly sync with popular accounting software for invoicing, bookkeeping, and financial reporting.

ID: 3182
Items: 20
Total Votes: 0
Forks: 0
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1
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HubSpot CRM

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Free, user‑friendly CRM with native integrations for QuickBooks Online, Xero, and Sage Intacct; offers contact management, pipeline tracking, and marketing automation.

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Zoho CRM

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Highly customizable CRM that connects directly to Zoho Books, QuickBooks Online, Xero, and FreshBooks; includes AI‑driven sales insights and workflow automation.

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Insightly

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Project‑focused CRM with built-in integration for QuickBooks Online and Xero; provides pipeline management, advanced reporting, and client portal features.

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Freshsales (by Freshworks)

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Intuitive CRM that syncs with FreshBooks, QuickBooks Online, and Xero; offers AI‑based lead scoring, email tracking, and built‑in phone.

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Pipedrive

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Visual sales pipeline CRM with integrations for Xero, QuickBooks Online, and Wave; includes activity reminders, forecasting, and customizable pipelines.

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Salesforce Essentials

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Scaled‑down version of Salesforce for small teams; integrates with QuickBooks Online, Xero, and Sage via AppExchange connectors.

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Copper

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CRM built for Google Workspace users; native sync with QuickBooks Online and Xero, plus email tracking and workflow automation.

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Agile CRM

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All‑in‑one CRM with marketing automation; integrates with QuickBooks Online, Xero, and FreshBooks for invoicing and payment tracking.

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Streak CRM

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CRM that lives inside Gmail; connects to QuickBooks Online and Xero via Zapier and native add‑ons for invoicing directly from email.

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Nutshell

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Simple pipeline CRM that syncs with QuickBooks Online, Xero, and FreshBooks; includes email automation and reporting dashboards.

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Bitrix24

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Free CRM with built‑in project management; integrates with QuickBooks Online, Xero, and Zoho Books for seamless financial data flow.

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Apptivo CRM

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Modular CRM suite with direct integration to QuickBooks Online, Xero, and Sage; offers sales, service, and project management tools.

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Less Annoying CRM

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Straightforward CRM designed for small teams; integrates with QuickBooks Online and Xero via Zapier for invoicing and payment updates.

14
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Close.io

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High‑velocity sales CRM with built‑in calling and email; integrates with QuickBooks Online, Xero, and FreshBooks for automated invoice creation.

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Keap (Infusionsoft)

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CRM + marketing automation platform; native sync with QuickBooks Online and Xero, plus robust e‑commerce and payment processing.

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Nimble

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Social sales CRM that pulls data from LinkedIn, Facebook, and more; integrates with QuickBooks Online, Xero, and FreshBooks via Zapier.

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Capsule CRM

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Lightweight CRM with clean UI; integrates with Xero, QuickBooks Online, and FreshBooks through native connectors and Zapier.

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Salesflare

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AI‑driven CRM that automatically captures contact data; integrates with Xero, QuickBooks Online, and FreshBooks for real‑time invoicing.

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Odoo CRM

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Open‑source ERP suite with a powerful CRM module; native integration with Odoo Accounting, plus connectors for QuickBooks Online and Xero.

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Microsoft Dynamics 365 Business Central (CRM)

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Scaled‑down Dynamics CRM for SMBs; tightly integrated with Dynamics 365 Business Central accounting, plus connectors for QuickBooks Online.