Who told you that accountants don’t use a CRM? A CRM in accounting is software that enables you to make information about your clients and partners accessible within a firm. It centralizes all the existing conversations between your clients and the organization. With the advancement of technology across the world, developers in various companies have developed various CRM software for accounting firms. Over 65% of accounting firms use the CRM system. An accounting CRM platform enables accountants, bookkeepers, and tax professionals to manage customer data and relationships. If you are an independent accountant, you can opt for CRMs for accountants and bookkeepers. The accounting CRM would benefit you for smoother communication with the clients, streamlined onboarding of clients, increased sales via cross-selling, client retention, better customer service, and a higher level of transparency. For more information, surf the list of top CRM systems for accountants right now!
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Best CRM Software for Accountants, Bookkeepers & Accounting Firms Reviews
1. Pipedrive – Best CRM Software for Accountants and Accounting firms
About Pipedrive: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.
Pipedrive Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier” – Mitchell Workman
501 – 1000
2. Method CRM – Power your business with automation
About Method CRM: Method CRM is a fast, effective and uncomplicated tool that connects with all the sources of data available to your company. In order to be successful in today’s world of marketing, it’s essential for companies to develop effective and efficient resources for their campaigns. Connecting with Method CRM will give you the chance to make use of valuable insight from different platforms. Your business can benefit from the new software with list building, marketing automation, analytics, campaigns reporting and player database management, etc.
Method CRM Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“We use QuickBooks Enterprise and had a terrible time finding a sync that would be instantaneous. Method has streamlined just about every process in our business, from writing orders to sending POs and many other functions.” – Nick Robinson
51 – 200
3. Zoho CRM – Best CRM Software for Accounting firms
About Zoho CRM: Zoho CRM is a cloud-based platform that helps you organize your business and track your projects. It comes with a variety of features; this CRM has made it possible for anyone, regardless of their experience or level in their field, to manage their business effectively without having to worry about anything else. Zoho CRM offers numerous features to manage sales and business where you can find process management, sales enablement, sales forecasting, marketing automation, customization, team collaboration, etc.
Zoho CRM Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.” – K.C Watson
5001 – 10000
Not provided by vendor
4. Freshsales – CRM for accountants, tax professionals, and accounting firms
About Freshsales: Freshsales CRM is a sales CRM designed to be used with Gmail and Google Calendar. It helps you keep in touch with your prospects and manage your meetings from Gmail. Freshsales CRM is integrated perfectly into Gmail, which means you can use all the features of Gmail without having to switch to an additional window or program when checking emails. You can also manage your contact details and create sales campaigns and reminders with the help of Gmail and Google Calendar.
Freshsales Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“As soon as we were given a demo of Freshsales, we knew it would resolve some of our most pressing sales challenges, to begin with. In fact, after a short set-up period and minimal training, we were able to hit the ground running from Day 1. And it hasn’t disappointed till today.” – Jean-Philippe Thiery
1001 – 5000
Not provided by vendor
5. Capsule CRM – Best CRM for Accountants
About Capsule CRM: Capsule CRM is a tool for managing your company’s relationships and activities. It is simple to use yet has the power to help you be a more productive organization. You’ll also be able to track key milestones and measure the success of campaigns by using its intuitive reporting tools. Capsule CRM is a dynamic platform that works in real-time. It facilitates a vital facet of digital business-tight collaboration between departments and teams. This data centralization makes it easy to manage your business’s contacts, leads, and activities across many different systems.
Capsule CRM Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“We wish we had used Capsule years ago as we’d be much better off now. The cost is pretty small but the return we get is around 10 to 15 times bigger.” – Dale Harris
51 – 200
Not provided by vendor
6. Bitrix24 – Best Cloud CRM for Accountants and Bookkeepers
About Bitrix24: Bitrix24 CRM is a web-based CRM software marketed as an all-inclusive solution that can be used by small and large enterprises. It can customize its interface to specific business needs. Bitrix24’s users have access to a suite of powerful CRM tools and other publishing and collaboration options for personal and business use. It features social media & email marketing technology that enables users to build trusting relationships and track their interactions.
Bitrix24 Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“Bitrix24 CRM is an excellent tool for improving interaction with your customers, as it includes instruments for creating reports and analyzing sales and marketing campaigns, so that you can gain a clear insight into your company’s results and know whether or not your efforts are paying off.” – Üwen Ergün
51 – 200
7. Flowlu – Free CRM For Accountants & Bookkeepers
About Flowlu: Flowlu CRM is a social business management software that facilitates customer engagement. It helps managers get what they want from their employees through communication, collaboration, and analysis to increase profits. Flowlu provides a platform for career development by making information about employees and customer data accessible to everyone. The flow of information will help businesses grow in an environment focused on sales, customer service, quality, and efficiency. Flowlu CRM can be used by small and medium enterprises or large companies to eliminate costly mistakes like miscommunication and wasted time.
Flowlu Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“This application is really useful and has multiple features to facilitate the management of any company. The use of this program within the company has brought many benefits, it allows you to perform different tasks more quickly, saves a lot of time, as it eliminates the need for consecutive supervisions.” – Marie D.
United Arab Emirates
11 – 50
Not provided by vendor
8. Keap – Do more in less time using a CRM for accountants and tax professionals
About Keap: Keap CRM is a professional cloud-based CRM and contact management software that is easy to use and manage. It is simple to use, yet powerful enough to be used in bigger companies and large enterprises. Keap CRM has been primarily designed for small businesses but can also be used by medium or large companies. Its features include task management, scheduler, security logins, time tracking, sales pipeline management, customer care automation with support ticketing, and SMS/phone call recording.
Keap Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“We looked at our business model, we were able to hire our first business coach, and Keap gave us enough breathing room to identify the bottlenecks in our production and sales systems. Ultimately, ALL the success MiSyte.com has enjoyed comes back to my decision to purchase Keap in 2014.” – Jamie Gilleland
201 – 500
9. Podio – Free CRM tool for accountants
About Podio: Podio is designed to manage customer relationships with utmost simplicity and efficiency. This software is essentially used to handle CRM for Accountants. Podio aims for more improved collaboration between company stakeholders that ensures real-time and a better understanding of all relevant updates. Its CRM app has features for customizable templates, a workspace dashboard, a visual pipeline, automated task assignments, follow-ups, chatting, segmenting information, and reporting.
Podio Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“We are an actively growing firm. Over the last 10 years we have developed our management process, however in the last two years Podio has revolutionized how we manage that process. The customization and the collaboration that Podio offers has made us a better company.” – Bobby Livesay
201 – 500
Not provided by vendor
10. Senta – Easy to use CRM for accountants
About Senta: Senta essentially handles CRM for accountants and bookkeepers. This fully customizable, cloud-based CRM facilitates managing customer relationships throughout a whole cycle, inside and out. From automated email and SMS campaigns, and unified client information in one place, to quick search and tracking of financial data, Senta covers all aspects of a seamless CRM. It also integrates with GoProposal and Practice Ignition for smooth client onboarding.
Senta Features: Contact Management, Interaction Tracking, Opportunity Management, Lead Management, Reminders, Live Chat, Workflow Management, Quote Delivery, Customer Management, Document Management, Practice Management, Reporting and Analytics
“For me, a bookkeeping firm has a very different workflow to an accountancy firm. We use Senta to automate all of our compliance tasks, so that my employees know what compliance items to action, when and the proper process to follow. I can’t look at everything and Senta now does this for me. It replaces an administration person resource and almost becomes part of the team.” – Anatole Kabov
11 – 50
$29.00 /month/ user
Accountants & Bookkeepers CRM Software Buyer’s Guide
» What is CRM Software for Accountants & Bookkeepers?
CRMs for accountants manage the relationship between a company and its customers and suppliers. Customers are given a personalized experience as they can interact with their account manager to discuss their requirements, ask for help, or get assistance.
Accountants' CRMs also help monitor key performance indicators such as customer satisfaction levels and social media activity to keep the business up-to-date with what is happening across all fronts. Customer relationship management software is available as a cloud-based system, as an on premise solution, or as a hybrid solution.
CRM software for accounting and bookkeeping is suitable for businesses of all sizes. It can help to optimize operations by giving the business access to real-time data regarding their accounts payable and receivable. A CRM for accountants can track the sales process, from allocating leads to paid invoices. This information helps businesses to measure performance against commitments and identify any weaknesses in existing processes before they become roadblocks.
Modern CRM software is one of the most highly sought-after IT industry tools. The CRM software keeps track of sales, customer profiles, and leads. It helps companies with their marketing campaigns, identify new prospects and track existing customers based on customer attitudes, purchases, and overall satisfaction.
This information helps businesses compare themselves to their competitors. It has also helped companies in specific sectors experiment with new service provision models. CRM software can help small businesses manage prospect lists, allowing them to create lead lists based on established criteria such as price or location. CRM software enables business owners to analyze customer data to introduce organizational changes that could benefit their business. This kind of software is ideal for companies that have to deal with a few hundred customers but who want to manage all of their transactions and keep track of their ongoing interactions with those customers.
Using the best CRM for bookkeepers and accountants can reduce the risk of unauthorized transactions, increase revenues and offer customers more personalized experiences to improve brand recognition through better customer communication.
» Why Does an Accounting Firm Need CRM Software?
An accounting firm is not just any company. The accounting firm must be able to help its clients with their taxes, look after their finances, and ensure they maximize everything they can earn. And while there are many ways to do this, a good way in which an accounting firm can do this is through accounting CRM software. By managing customer relations effectively and preventing tax evasion, accounting CRM software can help small businesses grow more than they ever could have on their own.
Having a good customer base is the most critical trait of a successful business. Without accounting CRM software, an accounting firm may not be able to manage the necessary information to get the leads they need. CRM software can help track all client contact information essential to keep in touch with clients and maintain relationships that will help your company continue to grow. Accounting CRM software can also help your company prevent tax evasion. Since tax evasion is one of the easiest ways for a small business to lose money, keeping track of any transactions you make with potential customers or clients is essential.
An accounting firm can use this technology to take notes during meetings with clients, which will help the accountant have a clearer understanding of their needs, as well as plan out how they will go about keeping the client happy and maximizing the amount of money that they could earn.
» Essential Features of CRM Software for Accountants and Bookkeepers:
› Contact management
CRM systems for accounting firms should allow for easy contact management. It should be easy for the user to save a new contact or update an existing one. What is needed is a way to store all the information about a given person in one place and then access that information quickly when making contact.
› Lead Management
When someone asks what CRM software does, they're probably wondering whether it will track their sales leads. The best way to handle this is by having some inbox where potential clients can send an email, including their name and phone number. That way, the inbox can be updated from a customer directly and through sales calls.
› Live Chat
In conjunction with the lead management feature is a need for a simple and easy-to-use live chat feature. It should not be too complicated, but it should not be difficult to figure out how to use it, either. You should be able to chat with most of your customers within the software and have that data located in one place, whether existing or potential clients. This way, you can track what they need and when they need it, so you're always there for them when needed.
› Tax Preparation
A CRM system for accounting firms should have a tax feature that your clients can use to find their favorite or most trusted bookkeepers. It's much easier to click on the link and fill out the information than to search for your accountant through the phone book or Google.
› Calendar Scheduling
While most accounting CRM software will have an essential calendar feature, there should be a way to schedule appointments with clients. It doesn't have to be fancy, just a simple way to ensure you can see them when they come in. There must also be a way for the client to check their schedule so they know when they're free or busy. If there's no easy way to schedule on the spot, you can do it before or after the appointment, but you should never forget an appointment because of scheduling issues.
› Workflow Management
This is like a customer lifecycle, where you'll see how they first became a client and through to their final sale. It should be seamless, easy to use and make sense even if you're not an accountant or bookkeeper. For example, the workflow can start with a lead, move on to an appointment, and end with a sale. That way, you can follow that customer through the entire process and never lose track of them.
› Interaction Tracking
You should also have some tracking system every time you contact your clients. This goes hand in hand with all the other features as well as helps your business grow. Whether it be an email, phone call, or even an actual in-person visit to your office, there should be a record of it so you can track how well you're doing. A tracking system should be available whenever your client receives something from you, whether a phone call or an email.
› Quote Delivery
Quotes can often make or break the sale. One way to do this is through some quote delivery system where the client is sent something via email or regular mail that explains what they're buying and how much it will cost them. The quote delivery system must also match workflow and contact management features. This way, if you're out on an appointment with a client, you can offer them a quote for their services. Additionally, if you can schedule future appointments with that same client, you can remind them about what they need and why it will cost them what it does.
Whether it's CRM software or just a standalone software program that tracks your clients, some automation must help you make the most out of your business operations. Prospecting is often a very time-consuming activity. That's why automation is so important. One way to do this is through some lead generation software that will automatically send out emails and phone calls to people you're interested in working with. Don't be afraid of automation. It can make your life much easier and allow you to focus on the big picture instead of the small details.
› Easy Integration
The best CRM software for accounting practice should allow easy integration with other software programs and customer relationship management tools. This way, you can quickly and easily transfer data, like customers and leads, from one program to another.
› Data Collecting Tools
It's crucial to keep up with the ever-changing way people use technology, and your best CRM software provider should allow you to collect the data you need quickly and efficiently. There are various ways of doing this, whether through simple forms or a more complex system. The important thing is that it works, so you don't have to spend much time reinventing the wheel whenever new information needs to be added or updated.
You should also be able to take advantage of tools that help with financial reporting. This is something you'll need to know if you're going to expand your business and reach a larger audience. For example, if you've become too busy, there should be some report that suggests what other services or products you might want to add. The information tells you what people want and helps you tailor your business based on their needs, not just what they want.
Suppose you're going to make your business more profitable. In that case, it's vital for accounting CRM software providers to offer a wide range of analytics and metrics for analyzing your business data in an easy way that makes sense.
» Benefits of CRMs for Accountants & Bookkeepers
› More Customer interaction
A CRM will help you stay in touch with your customers more efficiently, thereby increasing the number of potential sales opportunities. CRM for accounting agencies can also help you communicate better with other business partners, giving your company a competitive edge.
› Automated marketing campaigns
CRMs provide a wealth of data that can be analyzed to create automated marketing campaigns and product recommendations. This can be game-changing for small business owners struggling to keep up with today's online shopper demands.
› Easy Payroll
Today, many small businesses are hiring freelancers or subcontractors, who then work remotely and aren't eligible for traditional payroll services offered by companies. With an integrated payroll system, bookkeepers can run their payrolls in one place and keep track of workers' hours, pay stubs, and other forms of documentation.
› Integrated task management
Many small business owners struggle with how to organize the ever-expanding number of tasks they are faced with daily. CRM for accounting agencies provide the ability to manage information like receipts, receipt data, documents, and reports allowing bookkeepers to stay organized and on top of their accounts payable status.
› Accurate Management
Accurate management is the foundation of small business success. With CRM technology, small business owners can track revenue, manage cash flow and identify trends in sales data that can help them pinpoint profitable opportunities and areas where they can cut costs to stay profitable.
» How to choose the best CRM for Accounting Firms
› Cloud-based v Desktop based
One of the first things you'll have to consider is whether the free CRM for accountants will be used online or on a desktop computer. This may not be an issue for some accounting firms, but it's essential to understand that if you choose a cloud-based CRM, it can be accessed from anywhere and typically work more smoothly because they don't require installation. More importantly, this doesn't mean you have to give up on owning your software when you choose a cloud-based CRM.
› Size of your firm
Determining your company's size and how many people will use the software at any given time during the day. If you have a small staff, CRM software for accounting firms designed for a single user might work best. But if your firm is more prominent or has multiple employees using the system, consider opting for something intended for use by several users.
Price is usually one of the main factors in an accounting firm's decision about what software to use. Cloud-based CRMs are often more affordable than the software you'll need to purchase upfront. And this is an essential consideration because small businesses are particularly susceptible to financial setbacks from poor management of their finances.
› Change in management
How easily the software can be updated as your firm grows. Smaller accounting firms may not need an ongoing update, but they should be aware of whether or not they'll have to make significant changes down the road. Likewise, large corporations should look for something that will accommodate them as their staff grows over time and changes in departmental responsibilities mean more employees from different areas of the company are simultaneously working on the same project.
The last thing to consider is whether more features are worth more money or give you access to software that will allow you to customize it as much as possible. So, if you're interested in extra tools such as marketing and customer service features, this could work in your favor.
This was all about choosing the best CRM software for accountants and bookkeepers. It is necessary to make an informed decision while purchasing accounting CRM software. You must select a CRM that does various functions, including contact management, lead management, tax preparation, scheduling calendars, and managing workflow. Also, you need to consider the size of your accounting firm and then choose the best. Having a good CRM will enhance your customer experience and generate effective campaigns. Therefore, make sure that you keep in mind all the considerations before choosing.