Smart CRM accounting software tools
Pepper Cloud CRM accounting software simplifies sales and finance with QuickBooks and Xero integration automating quotes, reducing manual tasks, and keeping teams aligned.
Real-time financial visibility
Faster, error-free quotations
Smarter workflows with automation
Pepper Cloud CRM – Trusted by SMEs across industries
Bring your accounting and CRM together
Unify sales and finance with Pepper Cloud CRM. Integrate QuickBooks or Xero to automate quotes, reduce manual work, and get full financial visibility all in one platform.
Xero CRM integration
Connect Xero with Pepper Cloud CRM to create quotes faster, track updates easily, and sync your sales and finance teams effortlessly.
Two-way quotation sync
Access, create, and manage quotes from either Xero or Pepper Cloud CRM with real-time synchronisation.
Ready-to-use templates
Speed up quote creation with customisable templates that include your branding, pricing, and tax logic.
Instant workflow notifications
Get real-time email alerts on quotation status changes through workflow automation, helping you respond quickly.
QuickBooks CRM integration
Easily manage quotes and estimates with Pepper Cloud’s QuickBooks integration—real-time sync and automation keep sales and finance in step.
Easy setup and configuration
Connect QuickBooks with Pepper Cloud CRM in just a few clicks — no coding or complex setup required.
Real-time status updates
Track the status of estimates across both systems. Whether accepted, declined, or pending, your CRM reflects it instantly.
Auto-population of estimate data
Instantly pull product details, pricing, and tax information from QuickBooks into the CRM to save time and avoid manual errors.
Benefits of using
CRM accounting software
Unify sales and finance to close deals faster, reduce errors, and gain full visibility. With Pepper Cloud CRM, automate tasks, boost accuracy, and make smarter decisions in real time.
Real-time quotation sync
Keep your quotations up to date across both CRM and accounting platforms. Whether using QuickBooks or Xero, your team always works with the latest data—no need for duplicate entry or follow-ups.
Faster quote generation
Use ready-made templates and auto-fill features to generate accurate estimates in seconds. Pull product details, pricing, and tax rates directly from your accounting system with one click.
Reduce manual errors
Eliminate the need to copy and paste data between systems. Pepper Cloud CRM and accounting software integration ensures data accuracy by automating tax, pricing, and product inputs.
Smarter workflow automation
Set up email alerts and status updates based on quotation changes. With built-in workflow automation, your teams can respond quickly when an estimate is accepted, declined, or pending.
Pepper Cloud - Best CRM with accounting software integration
Connect QuickBooks or Xero to automate tasks, reduce errors, and manage sales and finance in one place.
Pepper Cloud CRM features tailored for success
AI chatbot
Email marketing
Opportunity management
Sales forecasting
Video conferencing
Auto-lead capture
Mobile CRM
Quotation generation
Sales Pipeline management
VOIP tool integration
Contact management
Omnichannel CRM
Real-time dashboard
UTM tracking
WhatsApp CRM
Trusted by businesses, loved by customers
Top 5 CRM accounting tool integrations in 2025
Pepper Cloud CRM
Pepper Cloud offers one of the most seamless integrations with QuickBooks and Xero, making it the ideal CRM with accounting software for small and growing businesses. Built for usability and scale, it combines real-time financial data with a powerful sales engine, giving you full control over customer quotes, workflows, and follow-ups—all from a single dashboard.
Two-way data synchronisation
Keep your quotations and financial records updated in real time between Pepper Cloud and your accounting tools, reducing manual effort.
Auto-population of quotation details
Instantly pull in product, tax, and pricing data from QuickBooks or Xero—no manual input required.
Real-time status tracking
View accepted, declined, or pending statuses from your CRM as soon as updates happen in your accounting system.
Workflow automation and notifications
Set triggers and receive instant email alerts when quotations are modified, approved, or need attention.
Custom templates and branding
Use pre-built, professional templates for sending branded quotations quickly and accurately.
User-friendly, scalable platform
Easy to set up and intuitive to use, Pepper Cloud adapts to your business needs without the tech hassle.
Zoho CRM
Zoho CRM integrates with Zoho Books and other third-party accounting tools, making it suitable for startups and SMEs needing flexibility between sales and finance.
Supports invoice and quote generation directly from CRM
Basic automation workflows tied to deal stages
Integrates well within the Zoho ecosystem
HubSpot CRM
While HubSpot doesn’t offer native accounting, it integrates with tools like QuickBooks and Xero through third-party apps, offering flexibility for marketing-driven teams.
Easy sync of contacts and deals with QuickBooks
Invoice generation from deals using third-party connectors
Timeline view of financial and communication history
Salesforce CRM
Salesforce integrates with enterprise-grade tools like NetSuite and QuickBooks, making it ideal for large businesses that require deep customisation and reporting.
Strong automation and approval processes
Integration with ERP systems for financial sync
Real-time dashboards and forecasting tools
Insightly CRM
Insightly offers accounting integrations via apps like QuickBooks and Xero, designed for project-based businesses and service providers.
Track invoices and payments alongside project milestones
Automatically associate financial data with CRM contacts
Simple sync setup via pre-built integrations
Frequently asked questions about CRM accounting software
What is CRM accounting software?
CRM accounting software refers to the integration of customer relationship management tools with accounting platforms. It helps businesses manage client interactions, quotes, and financial data in one system—reducing manual work and improving accuracy.
Why should I integrate my CRM with accounting software?
Integrating your CRM and accounting systems eliminates duplicate data entry, automates quotation and invoice processes, and ensures your sales and finance teams are always in sync. It also improves visibility across your customer lifecycle.
What makes Pepper Cloud the best CRM with accounting software integration?
Pepper Cloud offers real-time data sync, auto-populated quotation details, and instant status tracking with tools like QuickBooks and Xero. It also features workflow automation, custom templates, and an intuitive interface built for growing teams.
Does Pepper Cloud CRM support both QuickBooks and Xero?
Yes, Pepper Cloud CRM integrates seamlessly with both QuickBooks and Xero, offering two-way sync, quotation tracking, and automated updates—making it a flexible and scalable accounting CRM system.
Can I automate follow-ups based on quotation status?
Absolutely. Pepper Cloud’s workflow automation allows you to trigger emails and internal tasks based on changes in quotation status, such as acceptance, decline, or pending.
Is this integration suitable for small and medium-sized businesses?
Yes. Whether you’re a freelancer, startup, or growing business, Pepper Cloud CRM and accounting software integration is designed to simplify operations and scale with you—without complex setup.
How difficult is it to set up the integration?
Not difficult at all. Pepper Cloud’s user-friendly setup process requires no technical expertise. Just connect your QuickBooks or Xero account, map your fields, and you’re ready to go in minutes.