AI CRM suite
Accounting software with a lightweight CRM
Keep QuickBooks, Add a Sales CRM: HelloGrowthCRM vs QuickBooks
Last verified against QuickBooks Online's own pricing and product pages.
Quick verdict
Should you switch from QuickBooks Online to HelloGrowthCRM?
Decide on evidence.
- Step 1
List must-haves
Pipeline, WhatsApp, calling, reports
- Step 2
Price your team
Cost per user at your real team size
- Step 3
Trial with real leads
A week of genuine follow-up
- Step 4
Check the extras
AI, automation and integrations you need
- Step 5
Plan the move
Export, import and go live
HelloGrowthCRM's free plan lets you run step 3 on real leads before paying.
Who should choose which
Service businesses, agencies and small B2B teams that already invoice in QuickBooks Online but run their leads in inboxes and spreadsheets. If your team needs to call new enquiries, follow up by email and text, track deals on a board, send quotes and handle support tickets, HelloGrowthCRM gives each seller that workspace for $12 per user per month and leaves the accounting to QuickBooks.
Owners and bookkeepers whose main job is the ledger: bank feeds, bills, payroll, sales tax and financial reports. QuickBooks Online is built for that, with sales tax calculated by location and item and payments taken on invoices. If you sell to a short list of repeat customers and do not need a pipeline, calling or follow-up sequences, the Customer Hub inside QuickBooks may be enough.
What QuickBooks Online is, and where a CRM fits
QuickBooks Online is Intuit's accounting software for small businesses. It keeps the ledger, bank feeds, bills, invoices and payments, calculates sales tax and, through its Customer Hub, keeps a leads list and customer records. Plans are priced per company, and each one caps the number of users, from one user on Simple Start to 25 on Advanced (checked 2026-10-28).
HelloGrowthCRM is an AI CRM suite for the work that happens before and after the invoice. New enquiries arrive from forms and booking pages, get an owner and a follow-up task, and are worked by phone, email and text from one shared inbox. Deals move across a pipeline board, quotes and proposals go out from the deal, and support tickets and task boards carry the delivery.
The two connect. HelloGrowthCRM has a live QuickBooks Online integration, so a team can sell and serve in the CRM and keep accounting in QuickBooks. The tables on this page show both columns as of 2026-10-28: "Not listed" means QuickBooks Online's own pages do not list the capability, and the source link shows the page we checked.
To decide, look at who opens QuickBooks each day. If it is the bookkeeper, keep it for the books and give the sellers a CRM. If sellers already work in the Customer Hub and calls and follow-ups are slipping, that is the gap HelloGrowthCRM fills.
The 10 differences that decide it
What buyers comparing QuickBooks Online ask about most. Each QuickBooks Online cell links to QuickBooks Online's own page.
| What you need | Why it matters | HelloGrowthCRM | QuickBooks Online |
|---|---|---|---|
| Call leads from the CRM | Reps dial in one click and every call lands on the lead's timeline. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Automatic follow-up emails | Leads get chased on schedule and the sequence stops when they reply. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| One shared inbox | The whole team sees every conversation, so nothing waits on one person. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| AI ranks your leads | Reps start the day with the leads most likely to buy. | Included (Growth plan) | Plus and Advanced and aboveSource, checked 2026-10-28 |
| No-code automations | Routine steps such as assignment, reminders and updates happen without a rep. | Included (Growth plan) | Advanced and aboveSource, checked 2026-10-28 |
| Task boards | Delivery and admin work is tracked next to the deals it came from. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Support tickets | Customer issues get an owner, a status and a history. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Custom reports | Managers answer their own questions about the pipeline. | Included (Growth plan) | Plus / Advanced and aboveSource, checked 2026-10-28 |
| US sales tax | Tax is worked out on each invoice by location and item, ready for filing. | Limited | IncludedSource, checked 2026-10-28 |
| Card payments online | Customers pay invoices by card instead of mailing a check. | Via integration | IncludedSource, checked 2026-10-28 |
What HelloGrowthCRM includes for teams comparing QuickBooks Online
Included in Growth. Each card says what the feature does not do yet.
Quotes, proposals and invoices
Quotes built from the deal, turned into invoices, plus recurring invoices and AI-drafted proposals.
Limit: Card payments run through a payment provider you connect.
Customer portal
A passwordless portal where customers pay invoices, accept quotes, raise tickets and see bookings.
Limit: There is no vendor or supplier portal.
Email sequences
Multi-step follow-up that stops when the lead replies, triggered by stage changes.
Power dialer
Dialing sessions that call down a list, with recording and the call outcome logged on the lead.
Limit: Parallel (multi-line) dialing is not offered.
Task boards
Table, kanban, calendar, Gantt and analytics views with subtasks, dependencies, several assignees and time tracking.
Limit: No voice notes on tasks yet.
Report builder
About 24 lead and pipeline reports by stage, source, rep, team and channel, saved and exported.
Limit: Scheduled, emailed reports are coming soon.
Commission management
Commission rules by deal value, stage and rep, with an approval step and a payout ledger.
Limit: No tiered slabs, quotas or clawbacks.
Team inbox
Email, SMS, chat, social and WhatsApp conversations in one inbox, with assignment, snooze and mentions.
Limit: AI autopilot drafts and sends on email only.
What it costs for 5, 10 and 25 users
QuickBooks Online is priced per company, with a user cap on each plan: Simple Start $38 a month for 1 user, Essentials $85 for 3 users, Plus $140 for 5 users and Advanced $340 for 25 users, at list price billed monthly (quickbooks.intuit.com/pricing, checked 2026-10-28). It is accounting software, so most teams keep their plan and add HelloGrowthCRM seats for the people who sell.
Price it yourself
- Ask QuickBooks Online for a written quote for your team size, including any usage, AI or channel charges.
- Add the one-time fees: onboarding, migration and number setup.
- Multiply HelloGrowthCRM's $12 per user per month by your users and by 12: 5 users is $720, 10 users $1,440 and 25 users $3,600 a year.
- Compare the two totals for the features you will actually use.
Why teams look past QuickBooks Online
Teams that run QuickBooks Online usually add a CRM for three reasons.
The first is depth. Intuit describes the QuickBooks Customer Hub as a lightweight CRM that "won't fully replace HubSpot or Salesforce" (quickbooks.intuit.com/crm, checked 2026-10-28). It keeps a leads list and customer records, but QuickBooks lists no dialer, shared inbox or email sequences.
The second is the plan ladder. QuickBooks puts Customer AI for lead follow-up on Plus and above, and workflow automation on Advanced, and each plan caps the number of users (QuickBooks pricing page, checked 2026-10-28). HelloGrowthCRM includes no-code automations, AI lead scoring and the report builder in Growth, priced per user.
The third is everything before the invoice. Calls, texts, booked meetings, task boards and support tickets live in HelloGrowthCRM, and QuickBooks keeps the books.
Where QuickBooks Online is stronger
- Accounting itself: the ledger, bank feeds, bills, payroll and financial reports. HelloGrowthCRM is not accounting software.
- Sales tax calculated by date, location, item and customer, with a Sales Tax Liability report; in HelloGrowthCRM sales tax handling is partial.
- Card, ACH, PayPal and Venmo payments on invoices through QuickBooks Payments; HelloGrowthCRM takes payments through a provider you connect.
- Progress invoicing and deposits against an estimate; staged billing in HelloGrowthCRM is in beta.
Full capability comparison
48 capabilities in 12 groups. Open a group to see every row.
Records and pipeline (8)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Contact and lead records | Included (Growth plan) | Included |
| Custom fields | Included (Growth plan) | Included |
| Tags and labels | Included (Growth plan) | Included |
| Saved views and advanced filters | Included (Growth plan) | Limited |
| CSV and Excel import | Included (Growth plan) | Included |
| Activity timeline | Included (Growth plan) | Limited |
| Lead lifecycle stages | Included (Growth plan) | Limited |
| Customizable pipeline stages | Included (Growth plan) | Limited |
Lead capture (2)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Embeddable web lead form | Included (Growth plan) | Beta |
| Email-to-lead capture | Included (Growth plan) | Plus and Advanced and above |
Calling and messaging (5)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Shared team inbox | Included (Growth plan) | Not available |
| Gmail sync | Via integration | Included |
| Outlook and Microsoft 365 mail sync | Via integration | Included |
| Email sequences | Included (Growth plan) | Not available |
| Click-to-call dialer | Included (Growth plan) | Not available |
AI (5)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| AI assistant chat over CRM data | Included (Growth plan) | Beta |
| AI lead scoring | Included (Growth plan) | Plus and Advanced and above |
| AI sales forecasting with close probability | Included (Growth plan) | Beta |
| AI proposal generation | Included (Growth plan) | Plus and Advanced and above |
| Multiple prebuilt AI agents | Included (Growth plan) | Beta |
Automation (3)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Visual workflow automation | Included (Growth plan) | Advanced and above |
| Zapier | Via integration | Via integration |
| Public REST API | Included (Growth plan) | Included |
Sales execution (5)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Kanban deal board | Included (Growth plan) | Included |
| Meeting booking pages | Included (Growth plan) | Included |
| Google Calendar sync | Via integration | Included |
| Outlook calendar sync | Included (Growth plan) | Included |
| Meeting reminders | Included (Growth plan) | Included |
Quotes, invoices and payments (11)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Quotes | Included (Growth plan) | Included |
| Proposals | Included (Growth plan) | Beta |
| Online quote accept or decline | Included (Growth plan) | Included |
| E-signature | Via integration | Included |
| Invoicing | Included (Growth plan) | Included |
| Recurring invoices | Included (Growth plan) | Included |
| Payment links | Via integration | Included |
| Online card payments | Via integration | Included |
| PayPal payments | Not available | Included |
| Overdue payment reminders | Included (Growth plan) | Included |
| Sales tax and VAT handling | Limited | Included |
Tasks and operations (3)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Task boards (kanban) | Included (Growth plan) | Not available |
| Task time tracking | Included (Growth plan) | Essentials and above |
| My Work personal task list | Included (Growth plan) | Limited |
Support and customer success (1)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Support ticketing | Included (Growth plan) | Not available |
Marketing (1)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Email marketing campaigns | Included (Growth plan) | Via integration |
Reporting (3)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Standard dashboards | Included (Growth plan) | Included |
| Report builder | Included (Growth plan) | Plus / Advanced and above |
| BI tool connection | Via integration | Limited |
Mobile (1)
| Capability | HelloGrowthCRM | QuickBooks Online |
|---|---|---|
| Native iOS and Android apps | Included (Growth plan) | Included |
Sources for the QuickBooks Online column (48)
Each QuickBooks Online cell is checked against QuickBooks Online's own documentation or pricing page. A cell that has not been re-checked within 120 days is removed from the table rather than shown out of date.
- Contact and lead records: quickbooks.intuit.com/crm · checked 2026-10-28
- Custom fields: quickbooks.intuit.com/crm · checked 2026-10-28
- Tags and labels: quickbooks.intuit.com/crm · checked 2026-10-28
- Saved views and advanced filters: quickbooks.intuit.com/crm · checked 2026-10-28
- CSV and Excel import: quickbooks.intuit.com/crm · checked 2026-10-28
- Activity timeline: quickbooks.intuit.com/crm · checked 2026-10-28
- Lead lifecycle stages: quickbooks.intuit.com/crm · checked 2026-10-28
- Customizable pipeline stages: quickbooks.intuit.com/crm · checked 2026-10-28
- Embeddable web lead form: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Email-to-lead capture: quickbooks.intuit.com/crm · checked 2026-10-28
- Shared team inbox: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Gmail sync: quickbooks.intuit.com/crm · checked 2026-10-28
- Outlook and Microsoft 365 mail sync: quickbooks.intuit.com/crm · checked 2026-10-28
- Email sequences: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Click-to-call dialer: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- AI assistant chat over CRM data: quickbooks.intuit.com/r/product-update/whats-new-quickbooks-online-october-2026/ · checked 2026-10-28
- AI lead scoring: quickbooks.intuit.com/crm · checked 2026-10-28
- AI sales forecasting with close probability: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- AI proposal generation: quickbooks.intuit.com/crm · checked 2026-10-28
- Multiple prebuilt AI agents: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Visual workflow automation: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Zapier: zapier.com/apps/quickbooks/integrations · checked 2026-10-28
- Public REST API: developer.intuit.com/app/developer/homepage · checked 2026-10-28
- Kanban deal board: quickbooks.intuit.com/crm · checked 2026-10-28
- Meeting booking pages: quickbooks.intuit.com/crm · checked 2026-10-28
- Google Calendar sync: quickbooks.intuit.com/crm · checked 2026-10-28
- Outlook calendar sync: quickbooks.intuit.com/crm · checked 2026-10-28
- Meeting reminders: quickbooks.intuit.com/crm · checked 2026-10-28
- Quotes: quickbooks.intuit.com/accounting/estimates-proposals/ · checked 2026-10-28
- Proposals: quickbooks.intuit.com/crm · checked 2026-10-28
- Online quote accept or decline: quickbooks.intuit.com/accounting/estimates-proposals/ · checked 2026-10-28
- E-signature: quickbooks.intuit.com/crm · checked 2026-10-28
- Invoicing: quickbooks.intuit.com/accounting/invoicing/ · checked 2026-10-28
- Recurring invoices: quickbooks.intuit.com/accounting/invoicing/ · checked 2026-10-28
- Payment links: quickbooks.intuit.com/payments/payment-rates/ · checked 2026-10-28
- Online card payments: quickbooks.intuit.com/payments/payment-rates/ · checked 2026-10-28
- PayPal payments: quickbooks.intuit.com/payments/payment-rates/ · checked 2026-10-28
- Overdue payment reminders: quickbooks.intuit.com/accounting/invoicing/ · checked 2026-10-28
- Sales tax and VAT handling: quickbooks.intuit.com/accounting/sales-tax/ · checked 2026-10-28
- Task boards (kanban): quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Task time tracking: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- My Work personal task list: quickbooks.intuit.com/crm · checked 2026-10-28
- Support ticketing: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Email marketing campaigns: quickbooks.intuit.com/online/integrations/ · checked 2026-10-28
- Standard dashboards: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Report builder: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- BI tool connection: quickbooks.intuit.com/pricing/ · checked 2026-10-28
- Native iOS and Android apps: quickbooks.intuit.com/pricing/ · checked 2026-10-28
Switch from QuickBooks Online in 4 steps
- Export your customer list from QuickBooks Online to CSV.
- Import it into HelloGrowthCRM and map each column to a field on the import screen.
- Connect the QuickBooks Online integration, your mailbox and calling, then set up pipeline stages and follow-up automations.
- Keep invoicing in QuickBooks Online, run both for a week, then move lead and deal tracking into HelloGrowthCRM.
Your data
Your QuickBooks customer list comes across as CSV, and nothing in your books changes, because you keep QuickBooks Online.
Contract
Nothing to cancel: QuickBooks Online stays on its own plan, and HelloGrowthCRM is $12 per user per month on the Growth plan for the people who sell.
Learning curve
A guided setup wizard creates the pipeline, stages and fields; you can keep your current stage names.
Get the switching checklist by email
Verdict
QuickBooks Online is accounting software with a lightweight CRM; HelloGrowthCRM is an AI CRM suite for the people who find, call and win customers. They do different jobs, and they connect. Choose QuickBooks Online on its own if your sales work is a short list of repeat customers and the invoices are what matter. Choose HelloGrowthCRM beside QuickBooks if leads need calling, chasing, quoting and support before and after the invoice, with each seller on the Growth plan.
Want to see the difference?
See how HelloGrowthCRM compares to QuickBooks Online on your own pipeline.
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Security and migration, handled
Everything you need to move quickly and trust the system you're switching to.
Security & governance
- SOC 2 Type II report (available under NDA)
- AES-256 at rest · TLS 1.3 in transit
- SSO and 2FA support
- Full audit log on all user actions
- Hosted on AWS (US regions)
- GDPR & DPDPA-aligned data handling
Implementation & support
- Onboarding included in Growth
- We handle data migration — not you
- Same-day demo response (business hours)
- Email + chat support on Growth
- Dedicated specialist on Growth Engine+
- 90-day post-onboarding check-in included
Take the next step
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Prefer email? Write to sales@hellogrowthcrm.com