Why you need to integrate accounting into your CRM

Why you need to integrate accounting into your CRM

Your CRM should be a one-stop destination for all your business information – and that includes accounting. A CRM is often called a single point of truth for business information. It, therefore, stands to reason you should be including all sources of data if you wish to leverage CRM to its full potential.

Two pertinent questions to consider are: How closely do you track your company’s revenue sources and can you tie every penny earned to a specific deal or marketing effort?

What you will learn in this article

  • Why you should integrate accounting tools into your CRM
  • 3 great reasons you should integrate
  • The 12 best accounting packages to integrate with CRM
  • The pros and cons of each
  • Getting started with CRM

Why integrate accounting tools?

CRM implementations that don’t integrate all their apps and software are clunky and defeat the entire purpose. So as well as frustrating you and your staff, you are almost certainly also missing out on opportunities to improve business processes and bring in more revenue.

Unless you know your revenue sources, how can you plan effectively? The easiest way to account for every red cent is to integrate your accounting software into your CRM.  Here are three great reasons why you definitely should.

  1. Saving time – If there’s no direct linkage between your accounting package and your CRM, staff will be spending precious time manually uploading financial information. This can be mind-numbingly time-consuming.  Especially if your company runs complex systems or stocks an extensive range of products. By hitching up your accounting software and CRM, you can automate and streamline invoicing and

2. Obtaining accurate revenue sources – As well as aligning financial records, having both systems syncing makes it infinitely easier to trace back revenue to specific sales conversions or marketing campaigns. This type of data is critical for you and your company to comprehend where revenue originates and grasp which areas of your business contribute most to your bottom line.

3. Eliminating human error – As well as being time-consuming, manual data entry is fraught with human error. Integrating accounting and CRM eliminates user errors creeping into business processes. It also ensures the numbers you are using are updating in real-time.

The 12 best accounting packages to integrate with CRM


Quickbooks is well-established and a rock-solid choice of accounting professionals. The platform offers a robust accounting and management tools suite, including tax deduction suggestions, receipt capture, and advanced reporting options.


Xero’s offering is cloud-based and super easy to integrate into your CRM. It features automation of routine business tasks, including payroll, inventory management, asset management, and purchase order creation. Highly visual with well-thought-out dashboards.


An easy-to-use accounting package. You should note, however, that Nubox is primarily aimed at a Spanish-speaking audience. It’s a great online platform that provides users with detailed snapshots of your company’s financial health.

Oracle NetSuite

Oracle is another big name in IT, and this offering is a complete financial management system. It’s cloud-based and lets users dig deep into a company’s financial health as well as streamlining your processes.


Relative newcomers, but they are proving to be a big hit with small business owners and freelancers alike. Another reason for its popularity is undoubtedly its affordability. However, despite the price point, Freshbooks is a great accounting tool.


This is an intriguing tool that specializes in automated invoicing and payments. It’s surprisingly easy to connect up to your CRM and have records automatically updated. A straightforward but highly useful piece of kit.


Zero marks for spelling but 10 out of 10 as a free easy-to-use accounting package. It’s good for invoicing, accepting payments, and keeping track of expenses—a great entry point for business accounting.


This package is excellent for automating after-sales financial data. It’s a well-built billing and revenue management tool that you can automate to ensure closer working between your sales and finance teams.

Sage Accounting

Sage has been the go-to for small businesses for the last 300 years. Or so it seems. Today, it’s the market leader in visual accounting tools for small businesses. You can’t go far wrong with Sage.


If you need a solid package to handle subscription management and recurring payments, you should take a look at Recurly. In addition to recurring payments, Recurly is no slouch on invoicing, tax calculation, and revenue recognition.


Say hello to one of the best packages for entrepreneurs and solopreneurs. It’s free for accounting but pay-to-play for online payments and other add-ons. Robust with the key features you need.


A robust accounting tool if you need to automate accounts payable and receivable. It aligns with CRM very well, helping you to streamline your financial workflows and processes.

Getting started with CRM

Integrating accounting and your other platforms and apps is a logical step when implementing a CRM solution. However, to obtain the most comprehensive picture possible, your CRM must have access to all your data. Only then can it provide you with up-to-the-minute information and actionable insights. Integration, then, is, from a business standpoint, a complete no-brainer if you are to obtain the maximum benefit from a CRM system.

Before selecting a system, be sure to map out all the software and platforms your company relies on for its day-to-day survival. That way, you can be sure whatever option you choose will work smoothly with your existing setup.


Small businesses can extract maximum benefit from a CRM solution through integrating their accounting package. And the other apps and platforms they use for life support. Not all CRMs, though, are a variation on a theme. For small businesses, the best bet is a cloud-based CRM solution. These are cost-effective and can scale up with your business needs with zero disruption. Contact us today and let’s find out how we can help.

Jul 03, 2022

Team Samdock

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