Top 11 financial services · mortgage that work with Quickbooks

Shape CRM is the highest-ranked provider in the Top 11 The 11 Best CRM Software for Mortgage Brokers (2026) that integrates with Quickbooks.

Why this answer

Filtered to entries that publicly document a Quickbooks integration. We do not include "API available" as proof of integration — there has to be a named connector or first-class workflow.

Showing all 2 matches. Top 11 publishes whatever the data supports — we don’t pad lists. See the full ranked The 11 Best CRM Software for Mortgage Brokers (2026).

  1. #1Shape CRM(rank #6 in The 11 Best CRM Software for Mortgage Brokers (2026))

    8.1/9.4

    Great value with bundled dialer, SMS, and marketing tools.

    Full Shape CRM review · Compare: Shape CRM vs HubSpot · Alternatives

  2. #2HubSpot(rank #11 in The 11 Best CRM Software for Mortgage Brokers (2026))

    7/9.4

    A top-tier general CRM that can be customized for mortgage.

    Full HubSpot review · Alternatives

Methodology: /methodology · No paid placement ever · Verified .