Tormano CRM Reviews & Product Details

Tormano CRM is a customer relationship management platform built directly on QuickBooks Online, for businesses that keep their books in QuickBooks and are tired of holding a CRM and a ledger in sync by hand. Customers, invoices, payments, recurring invoices and customer statements sync both ways, so the CRM and the accounting system hold the same records instead of two lists joined by an export. Vendors, bills, expenses, journal entries, purchase orders, inventory, budgets, tax rates, time tracking and deposits are included too, and that depth is on the entry plan at $35 per seat rather than held back for a top tier. Around it sits a full CRM: contacts, companies and deals on a Kanban pipeline, activities and tasks, custom fields, import and export, web forms, email templates, automations, lead scoring, meeting scheduling with public booking pages, and reporting. Higher tiers add email campaigns, custom dashboards and analytics, quotes and invoicing, approval workflows, a visual workflow builder, a client portal, Xero and Zapier. The top tier adds an AI suite (deal forecasting, email drafting, Smart Search, sentiment analysis and an AI email agent), revenue recognition with ASC 606 tracking, a custom object builder, nine-role RBAC, field-level permissions, SSO/SAML, and API and webhook access. Tormano CRM is published on the Intuit QuickBooks App Store and has a public Zapier app. Plans are $35, $69 and $119 per seat per month, around 17 percent less on annual billing, and every plan starts with a 14-day free trial that takes no credit card.