Salesmate review

Salesmate's QuickBooks Online app focuses on creating and linking financial records from the CRM. Salesmate's help article says the app associates contacts, invoices, payments and estimates between the two systems, shows QuickBooks information in Salesmate, and lets users create QuickBooks customers, estimates, invoices and payments without switching tools. A QuickBooks widget appears on contact, company and deal detail views, and admins choose which users can view QuickBooks details. The article is direct about limits: the integration does not sync records between the platforms, it works for QuickBooks Online in the USA and Canada only, and it is available on the Pro plan and above. Salesmate's pricing page lists Basic at $23 and Pro at $39 per user per month with annual billing selected, so the QuickBooks price is $39. Pro also adds product and quote management, which pairs well with estimates.

Who it is for

US and Canadian sales teams that want to create estimates, invoices and payments from the CRM

Price

Basic from $23 per user per month billed annually; QuickBooks app on Pro at $39.

$23 USD / per user / month
Quoted from the vendor pricing page on November 11, 2026.

Key features

• Create QuickBooks customers, estimates, invoices and payments from Salesmate
• Contacts, invoices, payments and estimates linked between the two systems
• QuickBooks widget on contact, company and deal detail views
• Access settings choose which users can see QuickBooks details
• Linked documents kept if the app is reinstalled with the same configuration

Strengths and weaknesses

• Strength: Covers payments as well as estimates and invoices
• Strength: Admins control which users see financial data
• Strength: Pro plan at $39 per user per month includes product and quote management
• Weakness: Salesmate's help article says the integration does not provide sync between the two platforms
• Weakness: QuickBooks Online app is limited to the USA and Canada
• Weakness: Needs the Pro plan or above, not the $23 Basic plan

Key facts

• QuickBooks versions: QuickBooks Online (USA and Canada)
• Plan needed: Pro and above
• Create in QuickBooks: Customers, estimates, invoices, payments
• Sync: Link and create, no automatic sync

Where it ranks

Salesmate is No. 7 in our Best CRM for QuickBooks verdict.