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Outgrowing QuickBooks? Learn 4 Ways a QuickBooks CRM Can Help

Outgrowing QuickBooks? Learn 4 Ways a QuickBooks CRM Can Help
QuickBooks CRM

Trying to Squeeze More Juice Out of QuickBooks?

Seven or eight years ago it was an easy decision to switch off of QuickBooks because of the five-user limitation.  If growing companies needed more seats they were forced to move on to a mid-market ERP solution.  There are four versions of QuickBooks, QuickBooks Online, QuickBooks Pro, QuckBooks Premier and QuickBooks Enterprise.  These days QuickBooks Enterprise allows companies to grow up to 30 concurrent users.  If your company uses QuickBooks and you are starting to feel like you are outgrowing QuickBooks (see also, How Do You Know If You Have Outgrown Your QuickBooks? 10 Warning Signs & a Solution) you might buy some time by adding an integrated QuickBooks CRM system.  

There are 4 major ways integrating a CRM system with QuickBooks can help extend the life of QuickBooks within your company.

  1. An integrated QuickBooks CRM system eliminates the need for front office customer facing teams to access QuickBooks
  2. An integrated QuickBooks CRM system eliminates the need to enter prospect related data into QuickBooks
  3. An integrated QuickBooks CRM system alleviates the security risk of adding additional users to QuickBooks who don't need direct access
  4. An integrated QuickBooks CRM system eliminates the need to populate QuickBooks with unnecessary sales related data files

Integrating a CRM system with your QuickBooks accounting software can significantly extend the life of your QuickBooks software. There are several QuckBooks CRM options to choose from so choose wisely.  Think outside of the QuickBooks box.  Think about what QuickBooks CRM systems can grow with you and your company.  

If you are seriously considering CRM systems that means you are growing.  If you are growing you may eventually outgrow QuickBooks.  The right integrated QuickBooks CRM system can help to extend the life of QuicKBooks.  Select a QuickBooks CRM system that will grow with you and integrate with more advanced mid-market and enterprise level ERP software. 

Here are 11 items to consider when reviewing QuickBooks CRM options:

  1. Can the CRM you choose grow with you and easily integrate into QuickBooks and possible ERP software systems you may switch to in the future?
  2. Do you require a web-based solution where you can access QuickBooks or a future ERP software customer related data on demand?
  3. Do you require hosting your CRM solution on-premise or through a third party?
  4. Do you require multi-tenant or single-tenant cloud architecture?
  5. Do you require mobile client compatibility?
  6. Do you require Social Media integration?
  7. Do you require inbound marketing automation using tools such as Pardot or HubSpot?
  8. Do you require the flexibility of an app exchange environment where you can add third party functionality by shopping for integrated applications?
  9. Do you require customization?
  10. Do you require software ownership or prefer to subscribe monthly/annually?
  11. What is your budget?

For all of the foregoing reasons we have developed the SugarCRM QuickBooks integration.  We selected SugarCRM because it is a single-tenant web-based cloud application.  It can also be available on-premise with mobile client compliance. SugarCRM has native social media integration.  Organizations can leverage social media tools such as Twitter, Facebook and LinkedIn, as well as any number of social media feeds, inside their SugarCRM user interface. Unlike proprietary CRM vendors' approach to social CRM which locks users into their system, and simply enable internal collaboration around internal data inside the corporate firewall,SugarCRM extends the existing SugarCRM social platform with unlimited external data sources to foster social business value. SugarCRM allows users to listen, monitor and aggregate social data and tie it to their existing customer information in a simple structured manner, organizing world of myriad social media data sources. SugarCRM also offers integrations with inbound marketing automation applications such as Pardot, SalesFusion and HubSpot.  This enables SugarCRM users to respond to internet and email marketing opportunity faster with better intelligence.  SugarCRM has 1,000's of third party applications available for purchase via  This application exchange offers users the option of purchasing extended functionality to meet the unique needs of individual businesses.  SugarCRM is an easily customized open source application.  SugarCRM is available via annual or monthly subscription. 

SugarCRM is the fastest growing CRM company in the world.  It is ecomonimical and easy to use just likeQuickBooks SugarCRM can grow with your company and integrations exist with most of the mid-market accounting systems available today. 

The SugarCRM QuickBooks Integration extends the functionality QuickBooks users have become accustomed to in the back office to the front office allowing for a single view of customer interactions.

For a demonstration please watch our SugarCRM QuickBooks integration video below:

Written by Chloe Larnach, Faye Business Systems Group (SugarCRM Expert)

Executive Marketer, Website Content Manager, SEO, Blogger, Communications, Products - SugarCRM, Intacct, Sage

Specialties of Faye Business Systems Group

As certified SugarCRM, Sage, and Intacct partners and developers, Faye Business Systems Group is a technology consulting and software company that has helped growing companies over the last 20 years become more profitable by working with them to optimize their financial and business systems.   FayeBSG does this by helping them assess, implement, and optimize the right software for the right task. Key software includes SugarCRM, Sage 100 ERP (Formerly MAS 90 and MAS 200), Intacct and the development of custom software solutions. In addition to the development of industry leading integrations between SugarCRM and ERP, marketing, and credit card software solutions, FayeBSG services also include project management, software implementations, consulting, software development, training, and support.  

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