The 7 best CRMs for Accounting Firms in 2023

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One of the key benefits of Copilot is its ability to centralize and store client information. This allows for quick and easy access to client details, communication history, and important documents. By having all client data in one place, accountants can provide personalized and efficient service to their clients. CRM systems often provide analytics and reporting capabilities that allow accountants to track key metrics, measure performance, and gain insights into their business. This helps firms make data-driven decisions and identify areas for improvement. A CRM system serves as a centralized database for all client information, including contact details, communication history, and project details.

Setting up a payment gateway (e.g., Authorize.net, PayPal, Stripe) using one of their vendor integrations enables you to take payments manually and automatically. For example, Ontraport lets you create a customized membership site, accept payments, and deliver member content. In addition, we look for the presence of an active community forum, webinars and optional training sessions.

HubSpot: Best Integrations

You can also use chat or video calls to communicate with clients and leads. While enviable, HubSpot’s combined sales and marketing functionality comes with a steep price. Moving up from the free tier gets us to the Professional tier at a cost of $450/month.

  • Read our Zoho CRM review for details on the features, pricing, and use cases to see if it’s right for your needs.
  • Annual plan pricing is often listed as a monthly cost but requires 12 months of payment upfront.
  • This feature includes a live chat service with customizable bots, web forms, and Facebook Messenger integration.

There’s a bit of a steep learning curve involved with setting up and using Salesforce. Zoho CRM also integrates with many third-party enterprise and workflow apps including Microsoft Office, Slack, Shopify, Google Workspace, and MailChimp, among others. Another excellent feature to note is that Zoho CRM has over 500 extensions spanning each stage of the sales process. Canvas for Zoho CRM is another benefit, and industry-first, which allows you to redesign the look and feel of the CRM to match business needs and create a more meaningful experience.

The Benefits of a CRM for Accountants

Zoho Books is a great accounting CRM system that offers everything you need to keep your business running smoothly. It features tools for customer management, expense tracking, invoicing, time tracking, and more. Other CRM software providers allow custom fields and sales funnel stages, but Insightly has a few features that set it apart. Snap a photo of a contact’s business card with the Insightly mobile app, and Insightly will automatically turn that information into a new lead.

Are there free CRMs available?

That’s because it’s super intuitive to set up and use, has fantastic email integration, and — perhaps most importantly — you don’t actually have to spend a cent to use its basic CRM features. In addition to a free plan, it has a wide range of price tiers and the advantage of dozens of integrations, including sister products under the Zoho umbrella. Pipedrive is intended for sales teams, so companies looking for robust marketing and reporting may want to look elsewhere. Generous customer support options are also prioritized, especially for CRM software which may come with a steep learning curve. Customizing and exporting reports on your sales and marketing activities helps you learn from successful deals and focus your attention on high-likelihood prospects. The first paid tier in CRM software, which generally works well for small businesses, tends to be between $8 to $29 a month per user, charged on a yearly basis.

The 7 best CRMs for Accounting Firms in 2023

With most vehicles now incorporating an increasing number of software solutions, they represent an effective way for firms to harvest, collate, and analyze data. CRM’s primary goal is to improve customer relationships, but each software has a different design philosophy to achieve that what is document goal. Conversely, other CRM tools focus on automation that handles multiple customers simultaneously. As varied as these tools are, so are the CRM needs of your accountancy firm. The Sales Forecasting feature is the biggest reason why Pipeline CRM is loved by many users worldwide.

CRM Growth in New Markets

While its size is important, the true value of this consumer base lies in the loyalty of each customer. Customers want to feel like they’re valuable to your business and to be treated as your sole client. Leah Lawrence, Corporate Sales Manager for FoodJets, says she loves “how simple, yet very efficient Hubspot CRM is,” and that it’s “been a huge benefit to both my sales team and our reporting.”

For the sake of clarity, create a “must-have” features list to narrow down the options. Compile the information gathered from team members, along with your business goals and timeline markers to create the list. For example, if you are using the CRM for marketing purposes, then software with marketing automation, lead tracking and data analysis might be on your must-have list. The software also offers a significant advantage in its sales funnel builder, which allows businesses to get an intricate understanding of their sales process, from lead generation to deal closure.

Additionally, its centralized dashboard simplifies global transaction management with the ability to make payments, manage approvals, track payment status, and generate reports within a single platform. When it comes to the sheer amount of CRM tools available under a single platform, few CMS offer more than Salesforce. It aims to connect all your marketing, customer service, and client management tools under a single interface. Accordingly, Salesforce also provides the Customer 360 software bundle, which includes popular business apps like Slack, Tableau, and Mulesoft. However, beware of choosing Hubspot over other tools simply for its tempting free plan.