OnePageCRM review

OnePageCRM keeps its QuickBooks Online link simple. Its help center article says you open a contact with a deal, click QuickBooks, and a pop-up appears with prefilled information that you can edit, then choose Estimate or Invoice and click Create. The draft lands in QuickBooks, and a View in QuickBooks link appears on the contact timeline. If the contact does not exist in QuickBooks, OnePageCRM creates one and sends the name, organization, phone numbers, email and address. A widget on each contact lists QuickBooks estimates and invoices, matched by name or email. Setup sits under Apps and Integrations and needs the account owner or an administrator. The design suits small teams that want the paperwork started from the deal but finished by whoever runs QuickBooks. It does not describe a two-way record sync, and its pricing page showed euros from our location, so USD pricing is pending.

Who it is for

Small teams that want draft invoices and estimates created from deals

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Create a draft invoice or estimate in QuickBooks from a contact with a deal
• New QuickBooks customer created automatically if no matching contact exists
• Name, organization, phone numbers, email and address sent when creating a billing contact
• QuickBooks widget shows estimates and invoices on the OnePageCRM contact
• QuickBooks link added to the contact timeline

Strengths and weaknesses

• Strength: Deal items prefill the draft, which can be edited before sending
• Strength: Billing addresses are pulled from QuickBooks when the contact exists
• Strength: 21-day free trial with no credit card
• Weakness: Creates drafts only; the invoice is finished and sent in QuickBooks
• Weakness: Only the account owner or administrators can configure the integration
• Weakness: USD prices could not be confirmed from our location, so pricing is marked pending

Key facts

• QuickBooks versions: QuickBooks Online
• Create in QuickBooks: Draft invoices and estimates
• Setup rights: Account owner or administrators
• Free trial: 21 days

Where it ranks

OnePageCRM is No. 5 in our Best CRM for QuickBooks verdict.