Top QuickBooks CRM
Bitrix24 is a top CRM integration for Quickbooks used by 10+ million businesses. Client database is maintained inside Bitrix24, while customer information is automatically sync with QuickBooks for issuing invoices. If this is what you need, Bitrix24 is here to help.
Are you looking for absolutely the best CRM that works with QuickBooks? The kind that has two-way integration and works with both online QuikcBooks as well as QuickBooks Enterprise? Bitrix24 is it. Both desktop and cloud versions of Quick Books are supported. Impressed? You bet.
So, what is Bitrix24, exactly? It’s a leading cloud CRM with overwhelmingly positive reviews from PCMag, CIO, Forbes, ZDNet and others. It was launched in 2012 and is currently used by over 10 million businesses worldwide.
The most common QB CRM integration scenario for Bitrix24 is this. The client database is maintained inside Bitrix24, while customer information is automatically synched with QuickBooks for issuing invoices. If this is what you need, Bitrix24 is here to help.
Of course, you can issue quotes and invoices from inside your Bitrix24 CRM even without QB. But we can do a lot more. For instance, Bitrix24 excels as contact center and customer support CRM. It can also be used as project management platform for you and your clients. Ditto for sales and marketing automation. Telemarketing and SMS broadcasting is also supported.
Another CRM for Quickbooks desktop integration available to Bitrix24 is PieSync. However, since this app wasn’t developed by us, it may not work with open source CRM editions, and we aren’t able to provide any assistance with this add on.
So, what is Bitrix24, exactly? It’s a leading cloud CRM with overwhelmingly positive reviews from PCMag, CIO, Forbes, ZDNet and others. It was launched in 2012 and is currently used by over 10 million businesses worldwide.
The most common QB CRM integration scenario for Bitrix24 is this. The client database is maintained inside Bitrix24, while customer information is automatically synched with QuickBooks for issuing invoices. If this is what you need, Bitrix24 is here to help.
Of course, you can issue quotes and invoices from inside your Bitrix24 CRM even without QB. But we can do a lot more. For instance, Bitrix24 excels as contact center and customer support CRM. It can also be used as project management platform for you and your clients. Ditto for sales and marketing automation. Telemarketing and SMS broadcasting is also supported.
Another CRM for Quickbooks desktop integration available to Bitrix24 is PieSync. However, since this app wasn’t developed by us, it may not work with open source CRM editions, and we aren’t able to provide any assistance with this add on.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Basic Features
- Unlimited users free
- Custom quotes and invoice
- 5GB free online storage
- Web based and on premise
- Unlimited CRM records free
- CRM Import/Export
- Flexible access rights
- Free mobile apps for iOS and Android
- API and source code available
Cloud CRM
- Leads/Contacts/Companies/Deals
- Custom sales stages
- Custom fields in CRM
- Quotes and Invoices
- Products and Product Catalog
- CRM activity stream
- Currencies and taxes
Import & Export
- Excel & CSV
- Email to lead
- Call to lead
- Web to lead (external web forms)
- Manual entry
- Mobile entry
Sales Automation
- Custom workflows (business processes)
- Email marketing
- Access rights
- Automatic lead assignment
- Sales funnel
- CRM reports
- Tasks and documents
- Calendar and scheduling
Call Center and Telemarketing
- Incoming calls
- Outbound calls
- Rent local number
- Rent toll free number
- Use your number
- Call recording
- Call forwarding
For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
Be sure to check out other Bitrix24 tools:
CRM
Project Management
Management
10,000,000+ organizations have chosen Bitrix24