Best Accounting CRM Software (Free and Paid) - Page 2
Selecting the best CRM software for accountants starts with finding a platform that centralizes client data, automates follow-ups, and keeps your practice organized through every tax season and audit cycle. At SoftwareWorld, our experts have handpicked and reviewed the top CRM platforms for accounting firms so you can compare features, pricing, and expert software evaluations without the guesswork. Whether you run a solo practice or a growing accounting firm, explore our independently reviewed list to find your ideal solution.
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★★★★★4.6 average rating from 120 reviews
Last Updated: October 09, 2026
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36 Software
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CRM Software For Accountants
Explore the ten category leaders by rank, product, and starting price. Hover over any product to see its USP.
List of Best CRM Software for Accounting Firms (Free and Paid) - Page 2
Continue with products 26–36. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.
CRM for Accountants Products 26–36
Use search, filters, and available product tabs to evaluate the next 11 listings in this category.
Odoo CRM is a customer relationship management software designed to help businesses organize sales activities, manage leads, and track opportunities through a clear and structured pipeline. As part of the broader Odoo business suite, the software connects sales workflows with oth...
Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customer...
Podio is a versatile project management and collaboration tool that caters to the needs of a variety of businesses. Its customizable interface allows teams to create and modify workspaces to fit their specific projects and workflows. Key features include task management, which en...
Thryv is a comprehensive business management platform created for small businesses. It combines essential tools like CRM, marketing automation, and appointment scheduling in one user-friendly interface. With Thryv, businesses can easily manage customer relationships, streamline c...
Bonsai is an excellent bookkeeping solution. It proves to be a valuable companion for small businesses, akin to a digital ledger that efficiently records financial transactions. Managing invoices, tracking expenses, and handling payments become easier processes with its easy-to-u...
Accelo is a robust business automation platform designed to simplify professional service operations. Offering a unified system, it seamlessly integrates project management, client relationship management, and billing processes. Accelo's strength lies in its ability to automate r...
Maximizer CRM is a customer relationship management software designed to help sales teams and financial service professionals manage client relationships, track opportunities, and improve revenue performance. The system centralizes customer records, communication history, sales a...
Flowlu is an all-in-one business management tool designed to facilitate various organizational functions. It offers project management features, helping teams plan, track, and execute tasks efficiently. The CRM component aids in customer relationship management, enhancing sales a...
FreeAgent CRM is a modern, cloud-based customer relationship management solution tailored for small and medium-sized businesses seeking to enhance customer engagement and streamline sales processes. Its standout features include a highly customizable interface, enabling users to...
1CRM is an all-in-one customer relationship management (CRM) software designed to cater to the diverse needs of businesses across various sectors. It integrates CRM functionalities with project management, order management, and service management within a single platform. The sof...
Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensurin...
Visual pipeline makes deal tracking feel genuinely effortless to manage
Activity reminders actually keep sales reps accountable without micromanagement
Setup takes under 30 minutes — no consultant needed
Email sync works cleanly across Gmail and Outlook both
Reporting dashboards give sales managers clear, actionable revenue forecasts
Custom fields adapt the CRM to almost any sales process
Mobile app handles on-the-go updates without stripping core features
SaaS teams benefit from built-in subscription and renewal tracking tools
Cons
Pricing jumps noticeably as team size and feature needs grow
Mobile experience feels limited compared to the full desktop workflow
New users face a noticeable adjustment period learning the design tools
Pricing Packages
Available plan information from the product profile.
Lite$14 Per month
Growth$24 Per month
Premium$49 Per month
Ultimate$69 Per month
Free Trial14 DaysStarting Price$14 Per monthHeadquartersUnited States
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