aACE vs. QuickBooks: CRM Functionality

aACE vs. QuickBooks: CRM Functionality

Customer relationships are the foundation of every successful business, and the tools you use to manage them can make or break your growth. A strong CRM (Customer Relationship Management) system helps you track leads, nurture clients, and keep your sales and service teams aligned. The question is: which platform gives you the most complete picture of your business relationships?

QuickBooks is well-known for its accounting and financial tools, and while it offers limited customer tracking, it isn’t designed to manage the full customer lifecycle. For companies looking to centralize sales, service, and financial data, that can leave important gaps.

That’s where aACE shines. With a built-in CRM fully integrated into its ERP platform, aACE connects sales, operations, and accounting in one cohesive system — so your team always has up-to-date, actionable customer insights.

But don’t just take our word for it. We asked independent software reviewers at MihaelCacic.com to compare aACE and QuickBooks head-to-head. In this excerpt from aACE vs. QuickBooks: A Comparative Report, the MihaelCacic.com team takes a close look at how aACE and QuickBooks’ Customer Relationship Management tools can best support your customer relationships and long-term growth. Here’s what they found:

At a Glance: QuickBooks has basic customer management integrated with accounting functions, focused on transaction tracking and payment history, while aACE offers a comprehensive CRM platform designed specifically for complex B2B sales cycles and holistic customer relationship management.

QuickBooks treats customer management as an extension of its accounting core, with basic customer records that capture only essential contact information, transaction history, and payment status.

This works well if you primarily need to track who owes money and payment patterns, but it’s problematic for companies requiring relationship management. The platform’s customer records are transaction-centric, lacking tools for sales pipeline management, lead nurturing, or opportunity tracking.

QuickBooks recognizes these limitations and offers native integrations with established CRM platforms like Salesforce and HubSpot, helping you maintain accounting in QuickBooks while handling customer relationships in specialized tools.

However, this creates data silos and requires managing multiple platforms, increasing costs and complexity.

On the other hand, aACE has a comprehensive CRM ecosystem that rivals standalone CRM platforms while maintaining tight integration with its ERP functionality.

It manages the complete sales lifecycle from initial lead capture through deal closure, with pipeline tracking that includes probability-weighted forecasting and automatic conversion from quotes to orders.

Unlike QuickBooks’ customer records, aACE supports detailed lead management with note-taking capabilities, action item tracking, and next-step reminders that help you act on opportunities.

The system’s commission management particularly stands out, offering flexible structures including team member rates, product-specific commissions, volume incentives, and referral percentages — all calculated automatically without external spreadsheets.

While QuickBooks requires manual commission tracking or third-party tools, aACE handles complex commission scenarios natively, from individual sales rep rates to referral company percentages. aACE also includes campaign management tools with template assignment and transaction tracking, providing marketing attribution that QuickBooks can’t match.

This comprehensive approach means you can manage your entire customer relationship within one platform.

CRM Functionality Assessment: QuickBooks is best for small businesses with straightforward customer relationships who primarily need transaction tracking integrated with accounting, and who don’t mind using separate CRM tools for more complex relationship management. aACE is best for B2B companies with complex sales cycles, multiple stakeholders in deals, commission-based sales teams, and marketing campaigns that require sophisticated tracking and attribution throughout the entire customer lifecycle.

Still on the fence about whether QuickBooks or aACE is right for your business? Download aACE vs QuickBooks: A Comparative Report today to learn more about how the two solutions match up.

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