10 Best CRMs for Accounting Firms


It’s more important than ever before to build strong relationships with your clients. That can be challenging to do while managing growth at the same time. A CRM (customer relationships management) tool is the solution. The right CRM can automate mundane processes, help you track touchpoints with your clients, and so much more.

Choosing the right CRM can be difficult, however. There are lots of options out there and many aren’t remotely similar. How do you choose the right option and ensure that it will fit your accounting firm’s needs, comply with industry rules and government regulations, and grow with your business?

The first step is simple enough: create a list of your priorities and wants. With that in mind, you can start comparing the options out there. That’s where this guide comes in. We’ve ranked the 10 best CRMs for accounting firms and provided you with important details so you can easily compare apples to apples and find the best solution for your firm.

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 design your solution with features like a robust analytics dashboard, plenty of storage, a task system, and integration with G Suite tools and applications. 

2. Pipedrive CRM

Pipedrive CRM is made for sales teams 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. 

3. 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. 

4. 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 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.  

5. 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. 

6. 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, 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. The 30 integrations help streamline things even more. 

7. Salesforce Starter

Salesforce Starter 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. 

8. Monday.com

Chances are good you’ve at least heard of Monday.com, even if you’ve never used the product. Their CRM is purpose-built to integrate with the company’s work management system, which ensures you’re not only able to build strong relationships but can track workflows, projects, and more as leads convert to clients.

The Highlights 

Monday.com delivers a list of impressive capabilities. That starts with its integration with the company’s larger software offering. However, it also allows you to capture, score, and qualify leads, track performance over time, track leads, sync emails, and manage client data in a centralized location. It’s also fully customizable so you can build a solution that fits your needs today and in the future.

9. Copper

Copper was designed to lower the bar when it comes to adopting new technology. There’s virtually no learning curve here. However, that doesn’t mean you sacrifice capabilities or tools. Copper is a robust platform built with integration in mind, so it will play nicely with your existing technologies, particularly Google’s G Suite.

The Highlights

With this platform, you get sales and pipeline management, automated reminders to reach out to clients, G Suite integration, lots of customizations, and integrations with the other tools you already use, like QuickBooks and Slack. 

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 everypenny if you want to improve communication, too. 

Go beyond the CRM with Smith.ai

Building strong relationships and converting leads to clients comes with a complication: You’ll need someone to handle communication when that explosion of new clients occurs. That’s where we enter the picture. Smith.ai’s virtual receptionists provide a much-needed human touch and integrate perfectly with your accounting firm. We can also offer a broad range of services to suit your needs, including acting as your 24/7 answering service, setting appointments, lead intake, email and SMS follow-up, and so much more.

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. 


Apps and Software
Written by Samir Sampat

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

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