Finding software can be overwhelming. Software Advice has helped hundreds of accounting firms choose the right CRM software so they can manage contacts and improve customer service.

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Keap

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

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Recent recommendations: 178 recommendations

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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

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Recent recommendations: 166 recommendations

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Thryv

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

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Recent recommendations: 92 recommendations

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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

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Recent recommendations: 76 recommendations

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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

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Recent recommendations: 45 recommendations

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Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities tha... Read more

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Recent recommendations: 43 recommendations

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FreeAgent CRM

FreeAgent CRM is a customer relationship management platform with robust work management capabilities. It helps teams get everything on a unified platform, collaborate on various projects and track and improve operational performa... Read more

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Recent recommendations: 40 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

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Recent recommendations: 19 recommendations

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SugarCRM

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

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Recent recommendations: 12 recommendations

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BenchmarkONE

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

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Recent recommendations: 9 recommendations

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Quickbase

Quick Base 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, Quick B... Read more

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Recent recommendations: 8 recommendations

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Nutshell

Nutshell is a sneaky powerful growth software platform that helps sales and marketing teams work together to win more deals. Simple enough for any team and sophisticated enough for any business, Nutshell offers easy to use CR... Read more

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Recent recommendations: 4 recommendations

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Creatio CRM

Creatio is a unique synergy of unified CRM and intelligent BPM platform for marketing, sales and service automation. The solution allows midsize and large companies to manage the customer lifecycle from lead to sales and to ongoin... Read more

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Recent recommendations: 4 recommendations

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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

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Recent recommendations: 3 recommendations

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TeamSupport

TeamSupport is a business-to-business (B2B) support software solution designed to help companies resolve individual tickets while building stronger customer relationships. The solution goes beyond ticket management to streamline c... Read more

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Recent recommendations: 2 recommendations

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Vivantio

Vivantio is a service management solution that allows users to create custom processes that align with internal business operations. Key features of the solution include dashboards, charts and reports, routing, assignments and for... Read more

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Recent recommendations: 2 recommendations

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Zendesk

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

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Recent recommendations: 1 recommendations

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Method CRM

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management,... Read more

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Recent recommendations: 1 recommendations

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Tracker

PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Flexible deployment options include on-premise installation and a cloud-based opt... Read more

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Recent recommendations: 1 recommendations

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FunnelMaker

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

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Recent recommendations: 1 recommendations

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Buyers guide

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.