CRM Software for Accounting Firms

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Showing 1 - 20 of 110 products
Showing 1 - 20 of 110 products

NetSuite CRM

With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more

3.91 (187 reviews)

56 recommendations

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Th...Read more

4.29 (138 reviews)

55 recommendations


Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamli...Read more

4.22 (395 reviews)

54 recommendations

HubSpot Sales Hub

Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optim...Read more

4.52 (323 reviews)

46 recommendations

FreeAgent CRM

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a proje...Read more

4.65 (71 reviews)

21 recommendations


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

3.94 (497 reviews)

20 recommendations

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

4.38 (17077 reviews)

15 recommendations


SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard...Read more

3.79 (365 reviews)

15 recommendations

Claritysoft CRM

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM withi...Read more

4.49 (107 reviews)

15 recommendations


BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. BenchmarkON...Read more

4.43 (152 reviews)

10 recommendations

Software pricing tips

Read our CRM Software for Accounting Firms Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

CentraHub CRM

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and a...Read more

4.05 (21 reviews)

9 recommendations

Pipeliner CRM

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

 This CRM provides both salespeople and sales management with many ways of displ...Read more

4.63 (203 reviews)

7 recommendations

Creatio CRM

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to ...Read more

4.76 (87 reviews)

6 recommendations


Quickvase is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions, Quickvas...Read more

4.45 (243 reviews)

5 recommendations


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

4.13 (24 reviews)

4 recommendations


FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity manageme...Read more

4.27 (26 reviews)

3 recommendations

Really Simple Systems CRM

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integra...Read more

4.44 (363 reviews)

2 recommendations


Document360 is a cloud-based help desk solution that enables users in businesses across various industries to create, collaborate and publish self-service knowledge bases for their products. Features include content management, gu...Read more

4.69 (88 reviews)

1 recommendations


Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to...Read more

Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more

Buyers Guide

Last Updated: June 24, 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.