- CRM seats$0
- Onboarding fee (one-time)$0
- Manual reconciliation labor$0
Pricing for B2B teams and nonprofits
Flat-rate plans starting at $29/seat. 60+ QuickBooks modules and the full AI suite are included on every plan. 14-day free trial, no credit card required.
All 0 QuickBooks modules. Included.
Other CRMs ship six or eight QuickBooks features as a paid add-on. Tormano ships seventy-two as part of the platform.
Two-way sync for QuickBooks Online and Desktop
Customers, invoices, payments, items, classes, locations, vendors and bills sync in both directions. Real-time when possible, scheduled when you prefer. Web Connector for QuickBooks Desktop. Conflict-free with deterministic resolution.
- Real-time sync via QuickBooks Online webhooks
- qbXML / Web Connector for Desktop
- Field-level merge with audit trail
ASC 606 revenue recognition, native
Subscription, milestone, usage, percentage-of-completion. Deferred revenue waterfall. Multi-element arrangements. Margin analysis at deal, product and customer level. Wired straight into QuickBooks GL.
- Recognition schedules per deal or per product
- Deferred revenue rollforward, audit-ready
- Multi-entity consolidation across QuickBooks companies
Smart Collections, predictably
Payment reliability scoring per customer, dunning sequences with escalation, AI payment terms advisor, working capital and DSO dashboard. The numbers your CFO asks for, on the dashboard.
- AR aging, DSO trend, customer payment behavior
- Dunning sequences with stage-by-stage escalation
- AI payment terms advisor on Business

Six AI capabilities. One audit trail. Zero black boxes.
Every AI action is logged with reasoning, confidence, and a one-click undo. You can see exactly what changed, why, and roll it back if you disagree.
Two trained ML models score deals and donors with current accuracy of 75% and 100% on sample data.
Surfaces deal risk, pipeline momentum, and smart tasks before you have to ask.
Reads inbound communication for frustration signals and flags accounts that need attention.
Pulls topics, action items, and coaching insights out of calls and email threads.
Free auto-enrichment for standard contact and company fields. No third-party API key required.
Every AI change is logged with old/new values, confidence, reasoning, and a one-click undo window.
Plugs into your stack on day one
Native integrations and importers for the platforms your team already uses.
Importers include HubSpot, Salesforce, Pipedrive, Zoho, Bloomerang, DonorPerfect, Neon CRM, Little Green Light, Virtuous, Raiser's Edge, and more.
Simple, transparent pricing
Every plan includes a 14-day free trial. Every plan includes AI. Every plan includes QuickBooks sync. No onboarding fees.
Essentials
Core CRM for small sales teams.
Billed annually.
Billed monthly.
Start free trial- 10,000 contacts
- 1 pipeline, 5 automations
- 2 web forms, email templates
- Basic QuickBooks sync
- Lead scoring & auto-enrichment
- Call logging, task board
- Native iOS / Android mobile app
- Owner + User roles
Growth
Full-featured CRM for growing teams.
Billed annually.
Billed monthly.
Start free trial- Everything in Essentials, plus:
- 50,000 contacts, 5 pipelines, 50 automations
- Email + SMS campaigns, 10 web forms
- CPQ / quotes + e-signatures
- Expanded QuickBooks (payments, expenses, vendors, recurring invoices, time tracking)
- Xero, Stripe / PayPal / ACH, Zapier
- Visual workflow builder (branching, A/B, parallel paths)
- Custom reports + dashboards, analytics / BI
- Client portal, WhatsApp Business
Business
Premium CRM with full AI suite + 72-tab QuickBooks.
Billed annually.
Billed monthly.
Start free trial- Everything in Growth, plus:
- Unlimited contacts, pipelines, automations, web forms
- Full AI suite (predictive scoring, proactive insights, sentiment, AI Email Agent, conversation intel)
- Autonomous data cleaning + intelligent document processing
- Full 72-tab QuickBooks integration
- Revenue forecasting, territories, contract management
- Custom object builder (unlimited)
- Live chat / AI support agent
- SSO / SAML, field-level permissions, API + webhooks
Starter
Essential nonprofit CRM. Unlimited users.
Billed annually. Unlimited users.
Billed monthly. Unlimited users.
Start free trial- Contacts, organizations, households
- Donations (one-time + pledges), recurring gifts
- 2 donation forms, 2 web forms
- Grant tracking with templates + checklists
- Program, event, and volunteer management
- Basic QuickBooks sync, Stripe / PayPal / ACH
- Auto-enrichment, NP communications, mobile app
- Native iOS / Android mobile app
Standard
Full-featured nonprofit CRM. Unlimited users.
Billed annually. Unlimited users.
Billed monthly. Unlimited users.
Start free trial- Everything in Starter, plus:
- 10 donation forms, 10 web forms
- Tax receipt generation, donor portal (self-service)
- Volunteer shift scheduling + hour logging
- Email campaigns, multi-currency support
- Xero, Zapier, audit trail
- Visual workflow builder + video conferencing
- Membership management, contract basics
- Custom dashboards + analytics / BI
Professional
Premium nonprofit CRM with full AI suite. Unlimited users.
Billed annually. Unlimited users.
Billed monthly. Unlimited users.
Start free trial- Everything in Standard, plus:
- Unlimited donation forms + web forms
- AI Grant Writing Assistant (Claude-powered)
- SMS campaigns, revenue forecasting
- Predictive donor scoring + wealth screening
- Proactive insights, sentiment, conversation intel
- AI Email Agent, autonomous data cleaning, IDP
- Full 72-tab QuickBooks integration
- Custom objects, API + webhooks, SSO / SAML
See your savings before you start.
Adjust the inputs to match your team. Pricing for HubSpot, Salesforce, Pipedrive, Zoho, Method and 7 other CRMs verified April 2026 from each vendor’s pricing page.
- Tormano seats$0
- Reduced reconciliation labor$0
- Onboarding fee$0
- 3-year savings projection$0
- Hours saved per year0 hrs
- Per-seat monthly savings$0
Estimate based on competitor pricing verified April 2026 from each vendor’s pricing page. Labor savings model assumes Tormano’s 72-tab QuickBooks integration eliminates 70% of manual reconciliation work for QuickBooks-heavy teams — capped at a 30% residual review effort because humans still review the data. Your actual results depend on your team’s existing workflows and which QuickBooks modules you actively use.
Try every plan free for 14 days
Card required. Cancel anytime in billing settings before day 14 with no charge. Every plan unlocks every feature for the whole trial.