10 Best CRMs for Accounting Firms

Samir Sampat

The CRM has become an integral part of business today. Companies that are trying to streamline their operations and take advantage of digital solutions like these will find that there are several options to choose from. So, how do you know which is best? Accounting firms have their own unique needs and concerns, just like any business. Creating a list of priorities and features that you need in a CRM is a good place to start. 

To help you discover the best CRM for your accounting firm, we’ve collected 10 of the best options out there. Below, you’ll see a review of each one, including its features, highlights, costs, and more. In addition to showcasing the best platforms, this can also help you get a better understanding of how to choose what’s right for your business. 

The top 10 accounting CRMs

1. HubSpot

HubSpot quickly made its mark in the digital world and today is one of the best free CRM tools for any business or industry. Since 2006, the company has been committed to offering a completely free solution that’s still full of robust features and solutions. 

The Highlights 

Starting at the right price of zero dollars, you can use the HubSpot CRM to create your own solution with features like a robust analytics dashboard, plenty of storage, a task system, and integration with G Suite tools and applications. 

2. Accelo

Accelo is a platform designed for small to mid-size professional services. The platform is based in the cloud and provides all the resources and tools needed to manage clients and run the business successfully. With Accelo, teams can easily manage sales, projects, billing, clients, quotes, timesheets, and everything else from one simple place. 

The Highlights

Accelo features much more than just a database for customer management. It’s also divided into four easy-to-access areas: projects, sales, services, and retainers. This platform makes it easy to run your accounting business with efficiency to increase profitability. 

3. Keap

Keap is another leading CRM platform that is designed specifically for accounting and finance. This all-in-one platform helps with sales and marketing automation while also acting as your CRM, providing a solution that’s easy to use and that saves a lot of sorting out software. You can create repeat processes, set appointments and track leads, and even automate tasks with ease. 

The Highlights

Keap helps you configure campaigns to include advanced automation. Smart forms are available to assist with data collection and keeping track of contacts is easier than ever with this platform. There are 30 integrations that can help streamline things even more. 

4. Salesforce Essentials

Salesforce Essentials is one of the many tools available from this leader in the SaaS industry. Salesforce has worked hard to create solutions that work for every business and industry, including this platform for smaller businesses that need something more budget-friendly and agile. 

The Highlights 

For starters, the platform uses the same framework that Salesforce relies on to deliver reliable CRM solutions to several organizations. You can customize features and dashboards and enjoy one place to keep customer data safe while automating a lot of the work that you do. 

5. Zoho Books

Zoho is another brand that has a variety of solutions for accounting firms and other financial businesses. There’s a free plan available for up to three users and paid plans are really affordable, too. plus, it integrates with Zapier and other finance software, and it features several in-app finance tools. 

The Highlights

Zoho Books allows you to organize webinars, get notifications when customers interact, automate tasks, and even trigger actions with workflows that you can automate in several different ways. It also offers robust performance tracking and remote tools to make planning work easily from anywhere. 

6. MethodCRM

MethodCRM is a customizable platform that works well with QuickBooks and more. It offers contact management, lead management, integrations, and even comes with a free trial. The cloud-based platform ensures that you can streamline the management of your accounting firm and your customer interactions. 

The Highlights

This platform is a QuickBooks solution that also assists with all aspects of customer management. Customization ensures that you create the ideal CRM for your needs and you’ve got a full 30 days to try it before you buy. Then, it’s just $25 a month for each user. 

7. Insightly

Insightly ranks highly for its integrations and the fact that it’s used by more than 25,000 companies around the world. It has solutions like tailored lead routing and easy data modeling, as well as custom dashboards that allow you to track metrics, milestones, and more. You can manage your accounting clients and automate several different tasks. 

The Highlights

Insightly makes it easy to use automated workflows to get more done. It also offers a mobile app so that you can manage everything on the go and there are more than 250 integrations in total. The platform is all about security and there are three plan levels available to suit all business needs. 

8. Microsoft Dynamics

Microsoft Dynamics is designed for Microsoft power users and others who want a different type of solution. This platform uses technology to create the ultimate customer experience and offers omnichannel solutions for CRM management and targeting new audiences. It’s a great collaborative tool that delivers real-time information and more. 

The Highlights

With this platform, you’ll be able to market smarter and sell more effectively. You can manage clients like never before and you’ll enjoy cloud-based operation which means you have plenty of storage space. 

9. Pipedrive CRM

Pipedrive CRM is made for sales teams and by sales teams. It’s all about helping companies visualize the sales process to do more. It’s a great visual tool to help manage leads and track communications, as well as automate tasks and more. You can even create custom sales funnels for your audiences.

The Highlights

Pipedrive offers a 14-day free trial. It also has mobile apps available so that you can keep tabs on things from anywhere. You’ll find several different integrations available and automation is easy to engage. This is a very visual platform that delivers results for those who use it well. 

10. Redtail CRM

Redtail CRM is a tool that’s focused on finance. It’s one of many services the company offers and it can help accounting firms keep things running smoothly. It’s a great solution for contact management and data tracking, and it comes with the option to integrate the Redtail Speak service that provides secure messaging between staff and clients. 

The Highlights

Redtail CRM offers an affordable, dedicated solution for finance and accounting businesses. The system is affordable and it offers plenty of automation to increase productivity and reduce wasted costs. And Redtail Speak is worth every penny if you want to improve communication, too. 

Speaking of worthwhile investments, don’t forget the virtual receptionists at Smith.ai

While you’re choosing the perfect CRM to manage your accounting firm, why not consider adding the dedicated services of a team like the virtual receptionists at Smith.ai? We’ve got solutions for 24/7 answering services, live website chat, appointment scheduling, lead intake, and more. Plus, we’ll integrate with your CRM and deliver all the solutions that you need with a custom strategy to manage it all. 

To learn more, schedule a consultation or reach out to us at hello@smith.ai to find out how the virtual receptionists at Smith.ai can help you streamline your business even further. 

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Samir Sampat

Samir Sampat is a Marketing and Events Associate with Smith.ai. He has experience working with businesses of all sizes focusing on marketing, communications, and business development.

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