Find the best CRM Software for Accounting Firms

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Pivotal CRM

Pivotal CRM is an on-premise customer relationship management (CRM) solution that caters to businesses of all sizes, helping them manage various CRM processes. It includes marketing automation, lead management, sales force automat...Read more about Pivotal CRM

3.57 (7 reviews)

NetSuite CRM

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manu...Read more about NetSuite CRM

3.93 (190 reviews)

61 recommendations

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Salesnet CRM

Salesnet CRM is a cloud-based sales and marketing automation tool for businesses of any size with a focus on Sales Force Automation. Salesnet relies on dashboards, pipelines, forecasts, and reports to ensure that each member of th...Read more about Salesnet CRM

4.21 (12 reviews)

Oracle CRM On Demand

Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solutio...Read more about Oracle CRM On Demand

4.36 (28 reviews)

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Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more about Keap

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NICE inContact is cloud-based call center software that helps businesses to maximize the quality of leads and minimize the cost of client interaction. The solution comprises many features required to process inbound support reques...Read more about NICE CXone

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Zendesk Suite

Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features an...Read more about Zendesk Suite

4.39 (3259 reviews)

1 recommendations

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SAP Customer Experience

SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage...Read more about SAP Customer Experience

4.19 (212 reviews)

1 recommendations

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Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CR...Read more about Maximizer CRM

4.02 (339 reviews)

50 recommendations

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Omniprise is an on-premise as well as cloud-based customer relationship management solution designed to provide companies a view of all customer interactions on a real-time basis. The solution is suitable for businesses of all siz...Read more about Omniprise

5.00 (2 reviews)

HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more about HubSpot CRM

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ContactWise CRM

ContactWise CRM is a customer relationship management (CRM) solution designed to assist businesses across various industries such as government, healthcare, banking and education. Key features include information reporting, busine...Read more about ContactWise CRM

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Soffront CRM

Soffront CRM is an on-premise customer relationship management solution that caters to small and mid-size organizations across various industries. Soffront CRM helps businesses streamline and optimize all customer-related activity...Read more about Soffront CRM

4.31 (24 reviews)

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Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more about Salesforce Sales Cloud

4.38 (17497 reviews)

24 recommendations

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Deskera CRM

Deskera CRM is a cloud-based customer relationship management solution that helps companies of all sizes gain visibility into their customers, past, current and future communications. Deskera CRM includes modules for account manag...Read more about Deskera CRM

3.93 (15 reviews)


Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various ...Read more about Commence

4.86 (44 reviews)

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Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate...Read more about Insightly

3.99 (574 reviews)

28 recommendations

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Convoso’s all-in-one contact center platform generates and converts leads faster using multiple communication channels. The cloud-based solution offers multiple dialing modes (predictive/power/preview) along with two-way texting, ...Read more about Convoso

4.59 (58 reviews)

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CallProof is a cloud-based lead tracking solution that helps businesses automate sales reporting operations in real-time. Key features for field salespeople include customer tracking, multiple routes support, google calendar integ...Read more about CallProof

4.13 (24 reviews)

2 recommendations

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Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organi...Read more about Fieldpoint

4.13 (16 reviews)

Buyers Guide

Last Updated: November 15, 2022


Customer relationship management (CRM) software for accounting firms automates and manages the customer lifecycle. Accounting firms use CRMs to manage contact information for customers and leads, simplify record-keeping, organize marketing and sales efforts, and improve customer service. Some CRM software options offer features to help companies monitor performance and productivity. Accounting firms have many factors to consider when selecting specialized CRM software.

This software guide explains these features, benefits, considerations, and trends.

Here’s what we’ll cover:

What is CRM software for accounting firms?

CRM software for accounting firms helps companies deliver better customer service through accounting–focused data capture and management. Tracking contact information, lead engagement, and customer interaction provides a detailed record for informed customer service. Accounting actions can trigger immediate task creation workflows and email campaigns. Firms can deliver quotes and proposals. The result is that accounting firms can manage their business more efficiently using features built for accountants.

Common features of CRM software for accounting firms

There are many different features available in CRM software for accounting firms. Most solutions include some or all of the following features:

Contact management Store contact information in a searchable database of names, addresses, and social media accounts.
Interaction tracking Record notes and track correspondence history to document connections and conversations with each contact. Track lead status in sales pipeline visualizations.
Lead management Record and safeguard information about leads, and track their journeys through the sales process. Segment leads and contacts based on region, demographics, and marketing interactions.
Calendar and reminders Schedule upcoming events and set reminder notifications. Create tasks and monitor completion status.
Live chat Record live chat transcripts with website visitors into lead profiles. Also, integrate with real-time internal communication tools such as Slack.
Quote delivery Create and send proposals to accounting customers. Obtain lead feedback and authorization to proceed with quoting projects.
Workflow management Create, design, and automate accounting processes both internally and for clients.

What type of buyer are you?

Most CRM software for accounting firms is priced based on Company size. Understanding how the software industry defines company size and the common features in each software class can help you find the best CRM solution for your accounting business.

Single users: Independent accountants typically only need one CRM software user account. Look for a CRM database that simplifies contact management and helps you record customer interactions.

Small businesses: Accounting firms with fewer than 100 employees and no IT department usually benefit most from CRMs that automate sales activities. These tools help individual sales representatives focus on the most promising leads. Small business CRMs can also provide sales forecasts and pipeline visualizations.

Midsize businesses: Accounting firms that have between 100 and 1,000 employees and a dedicated IT department should select CRM solutions that automate lead generation and nurturing funnels. These solutions also provide marketing insights and assist with targeted campaigns.

Enterprise businesses: Large accounting firms that have over 1,000 employees and a dedicated IT department should look for CRM software that allows customer service representatives to track and manage the customer journey. This enables accounting firms to provide just the right amount of interaction based on past experience.

Benefits and potential issues of CRM software for accounting firms

There are two key benefits for companies choosing dedicated CRM software for accounting firms.

  • Customer interaction records include accounting-specific fields: For example, accountants can attach invoices, record payment dates, and review balance sheet data. This built-in specificity reduces the customization required by more generalized CRM options.
  • CRM software for accountants can automatically trigger marketing campaigns based on transactions: For example, systems can be configured to send a custom email to a contact based on a new purchase or a missed payment.

Key considerations when purchasing CRM software for accounting firms

CRM software pricing presents a couple potential issues for some accounting firms.

Pricing is usually based on the number of users: Instead of budgeting for a flat monthly or annual fee, accounting firms must know how many users need access to the CRM. This adds some variability to the cost of a CRM solution.

Implementation costs may not be included in the base price: Having the vendor set up new software on an on-premise server may cost an IT department hundreds or thousands of dollars. This is usually a one-time expense. However, many SaaS CRM solutions don't need IT support. In this case, the cost of implementation may be the expense of training employees to use the new system.

Market trends to understand

CRMs continue to absorb other software categories into a single solution. A company's CRM is usually the backbone of its software ecosystem. As users become familiar with it, they often like to avoid context switching by remaining in one program for as many tasks as possible. CRM companies know this, and they continue to add new features as well as integrations with other software.

Fewer CRM buyers are replacing manual record-keeping methods. This suggests that many CRM buyers already have experience using a CRM. Accounting firms that have achieved technical literacy using a generalized CRM product may be ready for an advanced solution that is tailor-made for accountants.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.