Find the best CRM Software for Accounting Firms
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Tracker
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 about Tracker
Oracle CRM On Demand
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
Keap
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 about Keap
NICE CXone
NICE CXone
Organizations around the world are striving to deliver the ultimate customer experience, strengthen brand value, and boost efficiency. NICE CXone empowers brands to achieve these objectives on one interaction-centric platform with...Read more about NICE CXone
LeadExec
LeadExec
LeadExec is a lead selling and distribution platform that helps businesses streamline processes related to lead capture, qualification, and distribution from within a unified platform. It allows staff members to track leads from m...Read more about LeadExec
Zendesk Suite
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
Maximizer CRM
Maximizer CRM
Maximizer CRM is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumb...Read more about Maximizer CRM
Omniprise
Omniprise
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
HubSpot CRM
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
ContactWise CRM
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
Soffront CRM
Soffront CRM
Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Soffront can be installed in your network, in private and public clouds. Using Soffront API you can integrate with ...Read more about Soffront CRM
Salesforce Sales Cloud
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
Commence
Commence
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
Insightly
Insightly
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sal...Read more about Insightly
Convoso
Convoso
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
CallProof
CallProof
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
Fieldpoint
Fieldpoint
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
Kommo
Kommo
Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbot...Read more about Kommo
HappyFox Help Desk
HappyFox Help Desk
HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media and...Read more about HappyFox Help Desk
Salesforce Service Cloud
Salesforce Service Cloud
Service Cloud from Salesforce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralise and o...Read more about Salesforce Service Cloud
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Buyers Guide
Last Updated: March 16, 2023Customer 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:
Benefits and potential issues of CRM software for accounting firms
Key considerations when purchasing CRM software for accounting firms
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.