Accountants can benefit from introducing CRM software into their business as it can provide them with a central repository for data on customers, leads and referrals, as well as help automate processes to assist in streamlining your business. As a service provider that delivers a personalised service to other businesses or individuals, you may require more tailored software to meet your needs.
Topics
Featured CRMs
If you are an accountant exploring CRM software, you should look for the following attributes in the software and whether you need them:
- What storage capabilities does it have and what can it store?
- Does it assist you in onboarding clients and producing documents?
- Can it help you in producing quotes and proposals for customers and manage prospects?
- Can it help you to manage client deadlines and send reminders?
- Can you assign tasks and monitor progress?
- Does it help you to track time?
- Does it support compliance?
- What automations does it offer?
- What software and apps can it integrate with?
- Can it integrate with email software and store emails?
- Can you run campaigns and send emails?
- What collaboration tools does it offer?
- What reporting facilities does it provide?
- Do they offer a free trial?
Companies are ranked in no particular order.
1. Capsule CRM
- Offers a CRM solution for accountants
- Store all client information in one place
- Manage sales opportunities in a simple sales pipeline
- Spot trends and gain insight from your data
- Tailor solutions for your clients based on insight
- Task management tools to ensure you never miss a deadline
- Share data between teams
- Integrates with apps such as Xero, QuickBooks, Freshbooks and Gmail
- Can draw information from spreadsheets
- Offers a 30 day free trial
Website Capsule CRM software
2. Workbooks
- Provides a specialist software solution for accountants
- Tailored solution to meet your business needs
- A combined system for sales, marketing, customer service and finance
- Improve sales and marketing team productivity
- Increase collaboration
- Gain a 360 view of your customers
- Create consistent quotes and synchronise product information
- Integrates with hundreds of apps and services
- Access reporting and dashboards
- Offers two package choices
Website Workbooks CRM software
3. Accountancy Manager
- Offers a dedicated accountancy CRM solution
- Designed to support accountants and bookkeepers
- Provides reminders to chase clients and notifications
- Automatically generates tasks lists for your staff
- Aids client onboarding
- Automatically produces proposals and letters of engagement
- Automate client emails and texts
- Track time and profitability
- Provides free email and phone support
- Offers a 30 day trial
Website Accountancy Manager CRM software
4. FibreCRM
- Provides a specialist CRM for accountants
- Designed to cater for medium to large accounting and CPA firms
- Assists with onboarding clients
- Helps you to manage client relationships
- Supports marketing including automation, list management and email marketing
- Manage business development including forecasting and tasks management
- Increased visibility across the business and sharing of information
- Integrates with a variety of business apps
- Reporting and analysis of data
- Offers a discovery call to help you explore what their CRM solution can do for you
Website FibreCRM software
5. CentreCRM
- Provides online practice management solution for accountants
- Helps manage and automate your practice and processes
- Cloud-based job management software
- Assign tasks and track progress
- Time tracking
- Track client and contact management
- Integrated document management
- Offers a choice of four plans
- Provides unlimited free support
- Offers a 30 day free trial of their software
Website CentreCRM software
6. Symphony
- Offers a CRM solution for accountants
- Supports business development and marketing teams
- Manage customer information
- Communicate with customers more effectively
- Monitor referrals and relationships
- Manage events and meetings
- Supports the onboarding of clients
- Integrates with a range of apps
- Provides reporting, forecasting and dashboard insights
- Built using SugarCRM
Website Symphony CRM software
7. InTouch
- Provides a CRM solution for accountants
- Delivers an integrated contact management solution
- Streamline operations through automations
- Manage leads and sales
- Enables email and text message marketing
- A central repository of client information
- Manage your calendar centrally and link with Google
- Set up reminders for clients
- Record information safely and securely
- Contact them to find out more
Website InTouch CRM software
8. Senta
- Offers cloud-based practice management software
- Designed for accountants and bookkeepers
- Easy to configure and user-friendly
- Offers customisable workflows
- Built-in secure document portal and unlimited eSigning
- Enables flexible working
- Manage compliance
- Integrates with a variety of apps and software
- Gain insights and reports
- Offers a 30 day free trial
Website Senta CRM software
9. Sage
- Offers a CRM solution as part of its suite of software solutions
- Increase customer loyalty and drive revenue
- Cloud-based system and tools
- Consolidate and share customer data with an end-to-end view
- Run targeted campaigns
- Store communication histories, sales quotes, orders and opportunities
- Automate sales processes and send targeted marketing campaigns
- Process sales forecasts
- Generate reports
- Request a callback to find out more information
Website Sage CRM software
10. Pixie
- Provides a CRM and client management solution
- Designed to support accountants and bookkeepers
- Store all clients’ email, files, tasks, deadlines and key information
- Auto-update client records and add notes
- Create and store as many custom fields as you need
- Assign tasks and checklists
- Complete bulk actions and send emails
- Workflow management and automation
- Supports client onboarding
- Offers a demo of their software
Website Pixie CRM software