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Tormano CRM Logo

CRM with two-way QuickBooks Online sync

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Tormano CRM - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: November 2026

Tormano CRM overview

What is Tormano CRM?

Tormano CRM is a customer relationship management platform built directly on QuickBooks Online. It is for businesses that keep their books in QuickBooks and do not want to join a CRM and a ledger together by export and re-entry.

Sales and customer management

Contacts, companies and deals on a Kanban pipeline; activities and tasks; custom fields; import and export; web forms; email templates; automations; lead scoring; and meeting scheduling with public booking pages. Reporting is included, and higher plans add email campaigns, custom dashboards and analytics.

QuickBooks, both ways

Customers, invoices, payments, recurring invoices and customer statements sync in both directions, so the CRM and the books hold the same records. Vendors, bills, expenses, journal entries, purchase orders, inventory, budgets, tax rates, time tracking and deposits are included, and that depth is available on the entry plan rather than held back for a top tier.

Quotes, invoicing and workflow

Higher plans add quotes and invoicing, approval workflows, a visual workflow builder, a client portal, Xero and Zapier. The Business plan 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 access control with field-level permissions, SSO/SAML, and API and webhook access.

Pricing

Per seat per month on annual billing: Essentials $29, Growth $59 and Business $99 (month to month: $35, $69 and $119). Every plan starts with a 14-day free trial and needs no credit card. Tormano CRM is published on the Intuit QuickBooks App Store and has a public Zapier app.

Starting price

29per user /
per month

Alternatives

with better value for money

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Tormano CRM’s user interface

Ease of use rating:

Tormano CRM reviews

Overall rating

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Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0/10
Rating distribution

5

4

3

2

1

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Tormano CRM's key features

Most critical features, based on insights from Tormano CRM users:

Activity dashboard
Activity tracking
Adaptive learning
AI copilot
AI text generation
Alerts/Notifications
API
Audience targeting
Autonomous task execution
Batch processing

All Tormano CRM features

Activity dashboard
Activity tracking
Adaptive learning
AI copilot
AI text generation
Alerts/Notifications
API
Audience targeting
Autonomous task execution
Batch processing
Brand tracking
Breadth of partner applications
Business card/badge scanning
Calendar management
Calendar/Reminder system
Calendar sync
Call center features
Campaign management
Case management
Channel management
Collaboration tools
Commission management
Communication management
Contact database
Contact management
Content management
Contract/License management
CRM
Cross-system integration
Customer contract management
Customer database
Customer engagement
Customer journey mapping
Customer segmentation
Customer social profiles
Customer support
Customer support portal
Customizable fields
Customizable reports
Customizable templates
Customization
Data import/export
Data import & export tools
Data security
Data visualization
Deal management
Decision making
Desktop integration
Document & content mgmt.
Document management
Document storage
Drag & drop
Email management
Email marketing
Email sequences
Email templates
Email tracking
Engagement tracking
Event triggered actions
Field sales management
File management
Forecasting
For ipad devices
For mac devices
For small businesses
For startups
Gamification
Generative ai
Interaction tracking
Internal chat integration
Internationalization
Knowledge base
Landing pages/web forms
Lead assignment
Lead capture
Lead generation
Lead management
Lead nurturing
Lead qualification
Lead scoring
Live chat
Marketing automation
Marketing roi analytics
Mobile access
Mobile app
Mobile user support
Monitoring
Multi-Channel communication
Multi-Channel social integration
Multi-step planning
Natural language interaction
Opportunity management
Opportunity & pipeline mgmt.
Output document generation
Partner relationship mgmt. (prm)
Performance and reliability
Performance metrics
Pipeline management
Pipeline reports
Predictive analytics
Prioritization
Proactive assistance
Product & price list management
Proposal generation
Prospecting tools
Quote & order management
Quotes/Estimates
Real-Time data
Referral tracking
Reminders
Reporting
Reporting/Analytics
Reporting & statistics
Role-Based permissions
Sales pipeline management
Sales reports
Sales trend analysis
Sandbox / test environments
Search/Filter
Segmentation
Sentiment analysis
Single sign on
Social collaboration features
Social media integration
Social media monitoring
Social network integration
Social promotion
Softphone
Support analytics
Tagging
Task management
Template management
Territory management
Third-Party integration
Third-Party integrations
User, role, and access management
Visual analytics
Web-based deployment
Workflow automation
Workflow capability
Workflow management

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Tormano CRM pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essentials

29

/user

Per month

Features included:

  • 10,000 contacts
  • 1 pipeline and 5 automations
  • 2 web forms and email templates
  • QuickBooks: vendors, bills, expenses, payments, journal entries
  • Lead scoring and contact auto-enrichment
  • Task board and meeting scheduling with public booking pages
  • Audit trail on every change
  • Works on your phone, even offline

Growth

59

/user

Per month

Features included:

  • Everything in Essentials
  • 50,000 contacts, 5 pipelines, 50 automations
  • Email campaigns and 10 web forms
  • Quotes and invoicing
  • Xero accounting sync and Zapier automations
  • Card and bank payments with Stripe
  • Visual workflow builder with branching and A/B steps
  • Custom reports and dashboards
  • Approval workflows and assignment rules
  • Client portal, WhatsApp Business and gamification

Business

99

/user

Per month

Features included:

  • Everything in Growth
  • Unlimited contacts, pipelines, automations and forms
  • Full AI suite: predictive scoring, insights, sentiment, AI Email Agent
  • Full QuickBooks depth: revenue recognition, margin, working capital, collections
  • Revenue forecasting and territories
  • Multi-currency
  • Custom object builder
  • Nine user roles, single sign-on, privacy and data-request tools
  • White-label branding, API and webhooks

User opinions about Tormano CRM price and value

Value for money rating:

Tormano CRM support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base

Training options

Documentation

Tormano CRM FAQs

Q. Who are the typical users of Tormano CRM?

Tormano CRM has the following typical customers:
Freelancers, Small Business, Mid-size Business, Large Enterprises

These products have better value for money


Q. What level of support does Tormano CRM offer?

Tormano CRM offers the following support options:
Email/Help Desk, Knowledge Base

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