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Top 10 CRM Software for Accountants in UK

CRM software for accountants in the UK is designed to help professionals streamline client management, improve communication, and keep track of essential financial data. With features such as contact management, appointment scheduling, invoicing, and even integrations with accounting software, these tools ensure that accountants can manage their workflow efficiently. CRM platforms allow accountants to keep detailed records of all client interactions, ensuring nothing falls through the cracks and that client relationships remain strong. They also provide tools to handle lead tracking and automate follow-ups, making it easier to convert prospects into long-term clients. Compliance with financial regulations and secure data handling are key priorities in CRM software for accountants. Whether you work with small businesses or large enterprises, these CRM solutions will help you manage your practice better, saving you time and effort. Check out the top 10 CRM software solutions for accountants in the UK that will transform how you handle client relationships and boost your business:
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★★★★★4.7 average rating from 15 reviews
Last Updated: October 12, 2026
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  • 13 Software
Complete Product Directory

List of Top CRM Software for Accountants in UK

Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.

CRM Software for Accountants UK Products

Overview is available for every product. Additional tabs appear only when matching profile information exists.

13 products shown
#1

Creatio

🏆 SW Recommended

Agentic CRM & Workflow Platform with No-Code and AI at Its Core

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Overview

Creatio helps accounting firms manage prospects, clients, recurring communications, service workflows, and internal coordination through AI-powered automation and a no-code platform. Firms can automate reminders, intake processes, approvals, and follow-ups while tailoring workflo...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#2

Zoho CRM

🏆 SW Recommended

Top-rated Sales CRM Software by Customers

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Overview

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads,...

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Free Trial15 Days Starting Price₹9.08 Per month HeadquartersIndia
#3

TaxDome

🏆 SW Recommended

Practice management software for tax and accounting firms

★★★★☆ 4.0 (2 Reviews)
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Overview

TaxDome is a comprehensive platform designed for tax professionals and accountants. It simplifies client communication and workflow management with features like secure document storage, task tracking, and client portals. Tax professionals can streamline document sharing, track t...

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Free TrialNA Starting Price$700 Per year HeadquartersUnited States
#4

Pipedrive

🏆 SW Recommended

Sales CRM & Pipeline Management Software

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Overview

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...

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Free Trial14 Days Starting Price$14 Per month HeadquartersUnited States
#5

Salesforce Sales Cloud

🏆 SW Recommended

Build strong customer relationships and grow revenue with a single source of truth.

★★★★★ 5.0 (2 Reviews)
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Overview

Salesforce Sales Cloud is a powerful solution designed to streamline and optimize sales processes for businesses. It serves as a comprehensive customer relationship management (CRM) platform, offering features that help organizations manage leads, track opportunities, and close d...

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Free TrialAvailable Starting Price$25 Per month HeadquartersUnited States
#6

Less Annoying CRM

Simplified Customer Relationship Management

★★★★★ 5.0 (2 Reviews)
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Overview

Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features incl...

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Free Trial30 Days Starting Price$15 Per month HeadquartersUnited States
#7

Liscio

AI Assistant for Accounting Firms

★★★★★ 5.0 (2 Reviews)
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Overview

Liscio is a game-changing app tailored for accountants, revolutionizing how financial professionals manage their workflow. With Liscio, you can effortlessly streamline client interactions, document sharing, and task management all within a single, intuitive platform. Securely exc...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#8

Pixie

🏆 SW Recommended

CRM Software for Accountants & CPA firms

★★★★★ 5.0 (2 Reviews)
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Overview

Pixie is a streamlined, cloud-based practice management software, primarily designed for small accounting and bookkeeping firms. It excels in organizing client work, with features for task management and workflow automation, ensuring deadlines are met efficiently. Pixie's email i...

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Free TrialNA Starting Price$29 Per month HeadquartersUnited Kingdom
#9

Capsule CRM

🏆 SW Recommended

Your business brain, now with 100% less panic

★★★★★ 5.0 (1 Reviews)
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Overview

Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The plat...

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Free Trial14 Days Starting Price$18 Per month HeadquartersUnited Kingdom
#10

Insightly CRM

🏆 SW Recommended

Choose the flexible CRM for fast-growing companies

★★★★☆ 4.5 (2 Reviews)
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Overview

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to...

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Free Trial14 Days Starting Price$29 Per month HeadquartersUnited States
#11

Zendesk Sell

🏆 SW Recommended

Sell smarter, not harder

★★★★☆ 4.1 (2 Reviews)
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Overview

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for ea...

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Free TrialAvailable Starting Price$19 Per month HeadquartersUnited States
#12

HubSpot CRM

🏆 SW Recommended

Free CRM Software & Tools for Your Whole Team

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Overview

HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers...

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Free TrialAvailable Starting Price$752 Per month HeadquartersUnited States
#13

Freshsales

🏆 SW Recommended

Easy Sales CRM Software

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Overview

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...

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Free TrialAvailable Starting Price₹999 Per month HeadquartersUnited States

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