Imagine this, you are an accountant getting back to work after a relaxed weekend. You grab your coffee and head into the office.
You start your day by watering the little plant on your desk that was unattended over the weekend. You are all set and energized to start your day and your boss pings you.
He says- Hey! Is the tax return document for that client ready? What about the balance sheets?
That would send a shiver down your spine, right? Create a sense of doubt and anxiety?
I understand that the world of accounting is quite stressful. Trust me you aren’t alone in this. If you are a stressed accountant struggling to remember and manage your tasks I have a great solution to help you out.
The answer to your problems is, drumroll please 🥁accounting CRM tools! CRMs are a huge trend among different businesses. More and more businesses aim to increase their profits by employing a CRM tool as CRMs have been reported to increase sales by 300%.
Now even though the best sales CRMs in the market are highly customizable they lack the features that are specific to your accounting needs.
To make your life easier I have put together a list of the 13 best industry leaders when it comes to accounting CRMs that can help you elevate your productivity by a mile. Let’s get started with the essential features of accounting CRMs that can benefit you.
So, as promised, here are a few of the common features found in most accounting CRMs that can help your accounting firm irrespective of its scale.
I understand that the last thing you want as an accountant is to spend time on manual customer data entry and management. CRM software can help you save plenty of time by automatically entering the client data as they enter your pipeline and be efficient in arranging and managing different types of sales leads that you generate.
Not only that it helps with your bookkeeping process, reduces human errors, and tracks your transactions all while storing your sensitive data in a secure database.
As accountants, easy and readily available data can be key to boosting productivity and getting the job done. With CRMs as a central repository for your client data, you can easily access the necessary data with ease.
You can then use this easily accessible data to prepare a tax return document, prepare a budget forecast, or even handle monthly, quarterly, and annual closings.
CRMs can also boost collaboration and transparency between teams as the data is shared easily among the members of your accounting firm.
Although CRM tools help you boost productivity and communication within the company, they mainly focus on helping you build and maintain a healthy relationship with your customers.
CRMs help you with follow-up emails by automating them, like sending a mail to your customer saying it is time to file a tax report, or telling them that their company's finances have to be analyzed and audited.
CRMs can even send your clients emails with the progress of their deals and milestones achieved with the information gathered from the pipeline.
CRMs have all the information you need about your clients and it uses that information to help you deliver customized customer experience. CRMs segment clients based on the existing data and provide a custom experience tailored to your customers, through personalized emails, messages, and other interactions.
It is really hard to manage a team, assign tasks, and track those tasks or follow up on them. CRM tools give you access to a visual pipeline that can help you understand your team's progress. Most CRMs provide an option to customize your pipeline for the different departments in your firm.
Like a sales pipeline to track progress across the different stages of the sales pipeline, and an accounting pipeline to track the progress of accounting activities like preparing a budget, balance sheet, or tax return documents.
These visual pipelines reduce your time spent on manual assigning and follow-ups. It can also help you optimize the workflow tremendously as you now can see the places with hiccups and address those issues.
All CRMs have a detailed reporting page with all the data you need to understand your clients, your workflow, your pipeline, your progress, individual progress, and more which you can use to optimize your workflow to boost productivity.
Now that you know the numerous benefits of an accounting CRM let me tell you about the best accounting CRMs in the industry that can help you enjoy these benefits.
It should be of no doubt that Zixflow tops this list considering its amazing and versatile features that fit any and all businesses irrespective of size or type.
This goes for your accounting needs too. Need to generate more quality leads for your accounting business? Zixflow can do that.
Need to boost your customer engagement using different channels? Zixflow does that.
Need a unique personalized workflow that best suits your accounting needs? Zixflow can do that.
Need to store and manage your client data securely? Zixflows got you. Finding it hard to write personalized emails in bulk for your vast number of clients? Zixflow’s AI has got you covered.
Need a truly all-in-one CRM that best suits your accounting needs? What do you think? Yup, you guessed it! Zixflow is the solution!
This is just the tip of the iceberg when it comes to Zixflow, there are numerous reasons for you to choose Zixflow over any other CRM. So let me tell you about a few of the super cool features of Zixflow CRM to start with.
Yeah yeah, I know all CRMs do this. It’s what a CRM is for but Zixflow does this in the most mindful manner. Being mindful of your time Zixflow lets you create a highly customizable collection that can store and organize all your information in the way you would like it to be stored.
This can help you save plenty of time during your accounting work and relieve you of the stress that comes with searching for missing documents and data.
Imagine a highly secure safe where you store your valuables. Will the safe be useful if you can't open it when you need it? Absolutely not!
Similarly, what good is highly secure data storage if the data cannot be easily accessed? Zixflow has a comprehensive dashboard that is easy to understand and highly customizable to show the information that you want.
With this you can get an idea of the progress in projects, information about clients and leads, and just about anything you want to be informed about to make accounting easier.
Zixflow lets you customize everything like a custom collection for all your different types of data, a custom list to organize and view those data, custom emails, SMS, WhatsApp messages for WhatsApp marketing, and custom reporting. Quite literally you can customize everything that you see to suit your accounting needs best.
Zixflow is all about making your life easy. Need to contact your client? Add notes? Create activities? View past interactions? Manage files? Zixflow can give you a holistic view of all your client information in just one click using the contact overview feature.
This can be a game changer when it comes to saving time searching for client data during the crunch hours of accounting deadlines.
Zixflow makes it extremely easy to capture leads, organize them, and manage them. With Zixflow forms through the virtual form builder, you can create custom forms for different use cases and integrate them into your website easily to generate high-quality leads that will easily pass your lead qualification checklist.
Zixflow also understands the pain of manually assigning leads to different lists, so Zixflow makes your life easier by automatically adding new leads to specified lists for easy organization and management.
Through this, you can easily assign clients and tasks to your accountants and track progress for that and always stay on top of everything that is going on in your organization.
You can boost sales engagement using AI with Zixflow CRM which uses AI to build fully automated sales cadences to keep your leads hooked. Zixflow uses multi-channel engagement to reach out to clients on different platforms to interact with them.
Zixflow lets you and your clients connected through automated reminders to inform you when a lead is turning cold. Zixflow understands that human interaction is key to converting leads so it lets you create smart cadences that let you break sequence and intervene if a lead replies.
This can elevate the profitability of your accounting firm looking for new clients.
Zixflow lets you streamline and automate your workflow with customizable automated workflow templates that require no coding making it extremely beginner-friendly. Using the custom templates you can add multiple automation to streamline your work.
To remain true to complete automation you can use the IFTT triggers (If This Then That) to trigger an action if some conditions are met. To make your life easier you can put your engagement efforts on autopilot with Zixflow’s cadence that automatically follows up, sends email reminders, and schedules calls to give you a laid-back work experience.
Zixflow has plenty of features when it comes to emails. To start with, it lets you manage and organize all your emails in one place.
You can choose to add email addresses to cadences to engage with leads effortlessly. Zixflow lets you send personalized emails in bulk with ease saving you valuable time.
If you want to check the validity of your lead’s email you can do that with just a click using the email validation feature.
Using Zixflow's advanced AI you can create personalized intros and icebreakers for a great first impression. With some simple details like type of email, target audience, and objective you can create a high-quality email copy with Zixflow’s AI.
With AI-powered campaigns, you can gain maximum deliverability as the AI chooses the best operators to send the outreach messages to.
Being an accountant would mean that you often deal with sensitive information. It is your job as an accountant to protect these sensitive documents. Zixflow’s security reduces your stress about threats to data by providing a high-end secure platform.
With robust data security, end-to-end encryption, password-less authentication, and enterprise-grade security ensures that only the people with the necessary permissions in your enterprise can access the data.
Zixflow offers three pricing plans
Financial Cents is a tailor-made CRM for accountants to make your accounting life easier. It helps you to securely store and organize client information, keep track of your client interactions, and boost your customer relationship with your clients.
The comprehensive dashboard has all the information you need for your accounting purposes.
Some key information displayed in the dashboard is - the priority task at hand, client documents shared with the team, upcoming projects, and meeting notes for the upcoming meeting with clients.
This comprehensive dashboard can give you a complete overview of your client data.
It has all the client files you need securely stored and organized in one place for easy access. This can also be shared among teams for better coordination.
It has advanced integration capabilities to sync with Gmail or Outlook helps you communicate effectively with clients on the go.
The client notes features let you make notes on the pages and files dedicated to each client to help your team members be updated and informed about each client.
The activity timeline feature helps you see the interaction history between your team members and your clients. It has information like the time of the meeting, purpose, last interaction, subject, or interaction to give you a complete idea.
It allows you to segment your clients and leads based on their type of work, business scale, location, industry, and more to then provide them with a tailored approach for increased customer satisfaction. This segmentation makes it easy for you to ask your sales-qualifying questions to determine your high-value leads.
Easy integration between the CRM and QuickBooks allows you to easily import and auto-sync your client data.
Financial Cents offers two pricing options.
Pixie is yet another CRM that can be perfect for you if you are a small accounting firm looking for an all-in-one accounting CRM to manage customer relationships, and communications to boost customer satisfaction. With its automation abilities, you can streamline and automate your workflow with ease.
Pixie easily integrates with the existing tools that you use making it easy to import all the client data you need into the CRM.
The CRM has access to your emails, client interactions, and transactions which makes data entry and management a walk in the park.
It has a customizable dashboard that can display all the information you might ever need on your clients and workflow like the current tasks, deadline, deal progress, client data, transaction history, latest activity, and more. You can choose what you see and how you see it with unlimited custom fields.
It helps you start tasks, assign tasks to team members, and send emails to multiple clients at the same time. This would save you plenty of time doing admin work and reduce human error in the process.
It helps you monitor your workflow, track the progress, and tweak your approaches easily with its easy-to-understand pipeline.
It can store all your sensitive data securely and help you manage and organize clients and tasks in a systematic way that best suits your organization.
Pixie offers 4 pricing plans based on your number of clients
Lisio is the perfect CRM for accountants with convenience in mind. It is a highly convenient software that both you and your clients can use.
Thanks to Its easy integration abilities it provides a unified hub for you and your clients where data, files, and messages can be shared and accessed with ease.
The email page shows a complete picture of the client's communication like the emails, and messages. The client emails are automatically organized allowing your team easy access to data.
Liscio helps you remain compliant with industry regulations regarding data privacy by securing your messages and protecting sensitive data.
LIscio offers an easy way to text and communicate with your clients using the Liscio software or the Liscio mobile app. This can ensure you are always well-connected with your clients.
The conversations are recorded and tracked with CRM and this data can then be used to improve your relationship with your clients.
It provides an easy way to transfer files between clients and accountants or even between the firm while always keeping track of the files shared and storing them securely. When paired with easy texting you can connect with your clients and ask for any documents you need making life convenient.
It gives the ability to share and make e-signs for both clients and employees to make accountancy convenient.
It lets you create tasks, add due dates, set automatic reminders, and organize client data for each task making your workflow highly optimized. Liscio claims through this you can save 40% of your time.
Liscio is considerate of your emergency needs and your client's convenience so it provides an in-built document scanner to make scanning and sharing of documents easy and convenient.
You can scan documents, share files, and sign documents all on the go with the Liscio mobile app.
Liscio offers 3 different pricing plans
Method CRM is a popular choice when it comes to accounting. It is a great tool if you are looking for an all-rounder when it comes to CRM.
Method CRM can help you with lead generation, lead follow-ups, client interaction management, data security and management, and workflow automation. The easy integration with QuickBooks makes this a great tool for bookkeeping.
QuickBooks is a popular accounting software used by many and Method CRM easily integrates with QuickBooks to make your job easier.
It gives you custom forms that you can embed into your website to automate the lead generation process and collect leads as they visit your site. It also informs you and sends an immediate automated email for follow-up after someone fills out the form.
It automatically enters the data collected through lead generation and manages your customer data files and transactions to provide you with easy access to boost productivity.
Method CRM creates client profiles with all the information you need about your clients to give you a complete idea of their requirements and tasks to be handled for them.
It helps you increase customer satisfaction by managing and tracking client interactions to find areas for personalization and improvement.
It automates your workflow by sending automated follow-up reminders, automatically generating reports after a task is marked done, and automating task assigning to increase productivity.
Method CRM offers three pricing options
HubSpot is a popular CRM tool that has been leading the market irrespective of the industry thanks to its highly customizable features. This is perfect for you if you are a large-scale business looking for a CRM that can integrate with your existing software. It does however take time to understand due to its complexity so only choose it if you have the time and budget.
It helps you manage and access all your client data like deals, transactions, and tasks easily in one place saving you valuable time.
It lets your team members collaborate with each other ensuring transparency while boosting productivity by facilitating collaborative work.
It has a visual pipeline that helps you track, manage, and see the progress of all your team members and the tasks assigned.
It lets you automate your repetitive tasks like sending emails to clients, and ticket generation. HubSpot also has the ability to automate your sales engagement. This can help your accounting business engage effectively with your clients without much effort.
It helps you to easily send documents for signing and verification—these documents and stored and managed securely in your CRM.
It has a detailed analytics page to help you find data that you can use to optimize your workflow like task completion rate, customer interaction, overall progress, and more.
Hubspot offers five pricing options
Taxdome is a bookkeeping and tax accounting CRM that simply does the job. It is a perfect tool for you if you are looking for a CRM at your fingertips to help you import, organize, and manage all your client data in a way you feel is right through easy customization.
Taxdome lets you store unlimited contacts with no hidden costs making it an easy place for all your client data from the past present and future. It lets you organize and group your clients in ways you prefer for easy organization.
It provides you with a centralized hub that has all your client information for easy access to client data and an overview of your current progress with tasks, It lets you do bulk actions like edits on your segmented client data to make organization easier and save time.
It lets you use different templates to send different types of emails to boost sales engagement with your customers and maintain a healthy relationship.
It lets you easily import contacts from your emails, lead forms, and other existing contacts to save you valuable time spent on repetitive tasks.
It lets you create custom fields that you wish in your client profile to better suit your business and help with the easy organization of data.
Taxdome offers two pricing options
Nimble CRM is one of the best CRMs for the banking industry and it makes the top ten in the list of best CRMs for accountants as well.
This is a great tool if you are already using Microsoft 365, Google apps, or QuickBooks as Nimble easily integrates with these tools. With easy integration Nimble helps you create custom profile cards for your clients and easily organize and manage them to save you time and increase your team’s efficiency.
It lets you import and unify all your client data from different platforms like Microsoft 365, Outlook, Gmail, Google Workspace, LinkedIn, QuickBooks, ‘X’, and more. This makes sure all your client data is organized in one place for easy access.
It lets you create custom cards for each client with easy actions in them for ease of access like an email button, messaging button, organizational button, and more. It helps organize these cards effectively to make them easily accessible.
It has a variety of templates that let you send personalized bulk emails to multiple clients at the same time to help you save time. It has tracking features to see if it’s opened, and links clicked to send follow-up emails accordingly.
It helps to manage your team's to-do list by assigning tasks effectively to boost productivity and increase performance levels.
It helps you plan well in advance and have organized plans that do not disturb or disrupt other’s workflow with the built-in calendar.
It lets you manage and track the tasks assigned to your team to see progress and make changes in the workflow if necessary.
Nimble offers a single plan priced at $24.90 per/month/user.
Bitrix is a state-of-the-art CRM specific for accountants that can boost your productivity with effective workload management, manage your customer relations with effective communication tools, and improve performance with time tracking and performance analysis. This is genuinely a one-stop solution for all your organizational needs.
It lets you embed a custom form in your website to generate more leads then automatically enters those leads in your pipeline and helps track and manage those leads across the stage of your sales pipeline.
It has a visual pipeline to manage and track your workflow and progress made in different tasks like preparing tax return documents, creating balance sheets, panning annual budgets, and more
It helps manage your customer relations through telephony services and live chat by always being there for your customers. This helps tremendously to increase customer satisfaction and build positive relationships with your customers.
It helps you market your accounting services to get more leads through email marketing, paid advertising, and Facebook ads all from within your CRM tool. It also helps you track your success through detailed reports and statistics gained from marketing efforts.
It lets you store all your sensitive documents securely and makes them available anytime ensuring easy access to documents when needed.
It lets you create templates and send links for documents through SMS or WhatsApp to get them signed easily. You can also send bulk messages in WhatsApp with the relevant signature link to all your customers.
Bitrix24 offers four pricing options
If you are looking for a customizable CRM that does almost everything for you like lead generation and management, pipeline management, automation for repetitive tasks, and more, this is the perfect choice. It is highly customizable meaning it can suit your accounting needs like a tailor-made suit that fits perfectly.
Manage, track, and see your progress easily with a visual pipeline and optimize the pipeline with easy customization features. Manage your leads and contacts easily through effective organization for easy access in the future.
Automate your repetitive tasks like manual data entry, reminder emails, task update alerts, and more to save your team’s time and reduce human error on these monotonous tasks.
Store, manage, and organize all your data like financial transactions, customer details, and documents for accounting, and more securely in one place for easy access to save time and reduce the risk of data theft.
Assign tasks effectively to teammates and manage your projects and tasks easily through custom-made cards that can be tailored to specific tasks, making project management easier with pre-designed templates. Convert the closed deals easily to projects by simply importing all the information gained in the conversion stage.
Define price and create quotes automatically from the opportunity records and seamlessly generate PDFs and emails for these quotes.
Easily integrate with popular accounting apps and software like QuickBooks, Netsuite, Microsoft Dynamics Finance and Operations, Zoho Invoice, and more to make your accounting process more efficient and easy.
Insightly offers three pricing options
If you are someone who is already using Zoho products, Zoho Books is the perfect end-to-end accountancy software as it has plenty of features to help you with all your accounting activities, keep track of those activities, send invoices, create quotes, and more. It is a great option if you are using Zoho products for sales, marketing, and service purposes.
Create custom quotes to send proposals with a high chance of conversion, create easy invoices with templates, and track your bills and transactions all in one place to save time switching for managing tasks.
Remain connected with your customers with a customer portal that lets you send quotes and start discussions, ask for customer feedback to optimize organization, provide a payment gateway for your customers to pay easily, and lets your customer manage their information, update it, and get alerts regarding project completions.
Store and organize all your documents securely in the cloud with Zoho Books, providing an easy way for your customers to scan and share their documents for easy access. Make invoices and expense bills easily with the auto-scan feature.
Track time, see progress, and organize and assign tasks easily using the projects feature to boost productivity and track your overall progress.
Zoho books lets to take advantage of the many benefits of sales automation and eliminate the time spent on repetitive tasks with the automation feature. Send alerts and initiate autocharge for recurring payments to save time and reduce human error.
See your progress and get detailed insights in the comprehensive dashboard. Use the data to optimize your workflow and drive success through informed decision-making. Create tax reports easily based on your country’s regulations. Integrate with Zoho analytics and share your reports across teams and with clients with ease.
Log time, create reports, Send bills, make payments, connect with clients, and do a lot more on the go with the Zoho Books mobile app to always stay productive.
Zoho Books offers six pricing options
Accelo is a tailor-made CRM specific for accountants and is perfect if you are aiming to increase your customer satisfaction levels. Accelo can help you deliver projects on time, maintain transparency through customer portals, create and send quotes and invoices in minutes, and help you boost productivity through workflow automation and efficient project tracking and management.
Accelo organizes all your tasks, clients, staff, and projects in one place making it easy for your team to share, access, and collaborate with clients and team members therefore increasing your efficiency.
Reduce the time spent on admin tasks like timesheets, task assignments, remainder emails, and more by automating them with Accelo saving the time and energy spent by your team on these repetitive tasks.
Create and design customized invoices easily and send them directly from the CRM to your clients to save time and keep track of all financial transactions and invoices this way.
Analyze how much each team member is being utilized to find out hidden potentials and assign tasks accordingly with Accelo to boost your productivity level tremendously.
Manage and monitor your projects in real-time to see progress and make changes to the workflow if needed to increase your efficiency.
Maintain utmost transparency within the team and with clients through the Accelo portal that your clients can access at any time to see the progress on projects and always remain connected with your organizations.
Increase your workflow efficiency by easily integrating with modern solutions like G Suite, Office 365, Xero, Intuit QuickBooks, and more.
Accelo offers five pricing options
Salesforce is a popular choice of CRM for businesses worldwide thanks to Its versatility, Salesforce offers an accounting software that is perfect for you if you are a large organization with a high budget looking to improve your customer relations as it provides a comprehensive tool that can take your customer relation to the next level.
Salesforce uses client data like financial history, pages visited, products bought, and more to personalize the customer experience to make your customers feel valued and increase customer satisfaction.
Salesforce helps you automate your repetitive tasks like repeated reminder emails, data entry and organization, and task assigning. Automating these repetitive admin tasks helps you save plenty of time.
Make your team, work as a ‘team’ with efficient collaboration through easy sharing of data and tasks. Enable remote collaboration with Salesforce through its comprehensive interface.
Gain valuable insights and detailed reports on your progress and success to make informed decisions to optimize your workflow for better performance.
Create comprehensive client profiles that show the 360-degree view of your clients to make it easy for your team to pull the necessary data in their accounting process for those clients. The complete data about your leads can also help with qualifying your leads with a lead qualification checklist.
Salesforce offers customer pricing based on the tools you need and the number of users.
It’s vital in the accounting world to work your assets off to stay at the top of your game- but it doesn’t have to be all hard work.
With an amazing tool like Zixflow’s CRM, you can be smart in the ways you work and effectively manage all your client interactions, data entry, deal management, lead generation, financial transactions, and document storage.
Sign up for a free demo today to elevate your accounting game to the next level and join the long list of successful companies that trust Zixflow across the globe.