The Sell side has a CRM with the basics needed to manage leads, but the Support side’s customer features make Zendesk shine. Monday.com offers the highest degree of customization, but automations when outsourcing is not a good idea may be limiting for larger firms. Another significant feature of CRM Creatio is its customizable sales forecasting dashboards. These dashboards enable accountants to create detailed financial forecasts and performance reports without needing specialized technical coding knowledge. I’ve used my consultancy experience and in-depth research skills to shortlist and review the best accounting CRM software to help you manage and strengthen your client relationships. While every CRM will have a different price, the average price for a top CRM hovers around $15 per user per month.
Best for AI-Powered Sales Features
- But even as a stand alone platform, this CRM is well worth considering.
- HubSpot is the best option for most start-ups, as it offers plenty for free, but also allows you to unlock functionality as you go.
- CRM software providers typically offer a tiered pricing structure with three to four individual tiers offering various features at differing price points.
When choosing a CRM, consider your company’s objectives and how the CRM will align with them. The ideal CRM for your organization will offer features that support your business growth. For instance, some companies may not require a sales pipeline but will benefit from features that help identify customer segments and integrate social media profiles. On the other hand, businesses that heavily depend on email marketing should ensure that the selected CRM provides robust email marketing capabilities and plans that fit their needs. It’s worth the time to use any free demo that is offered to try out the CRM before making a commitment.
Level up Your Accounting Firm with Close
For larger organizations with 100 users, that’s anywhere from $700 to $2,500/month in total. Various CRM features are easy to navigate using the menus in the application. Integrations include Aircall, DocuSign, Dropbox, Google Drive, LinkedIn, Mailchimp, Microsoft Teams, Slack, Stripe, and Zoom.
What Is CRM Software?
She has spent the last five years working on small business content to help entrepreneurs start and grow their businesses. She’s well-versed in the intricacies of LLC formation, business taxes, business loans, registered agents, business licenses and more. Kelly Main is a Marketing Editor and Writer specializing in digital marketing, accounting methods online advertising and web design and development.
Best CRMs for Accountants, Bookkeepers, and Tax Professionals
Pipedrive has a solid 4.4 out of 5-star rating on Trustpilot from nearly 2,000 users. Users frequently comment that the software offers the features they need, but many note that support needs improvement. Salesforce has a bad rating on Trustpilot of just 1.2 out of 5 stars from over 400 users. I certainly find it odd that such a large company with an arsenal of software products only has 400 reviews. Interestingly, 84% of reviewers gave it a 1-star rating, with many commenting that it is slow and cumbersome to use and that its customer service needs improvement. Features include automated task assignment, streamlined quoting processes, and project progress monitoring.
You can also manage costs, optimize resources, and handle invoicing with ease. Additionally, real-time access to business metrics helps you make quality of earnings analysis data-driven decisions. Features include automated invoicing, real-time reporting, and multi-currency support.
Plus, it’s also available for free for up to three users and offers low-cost paid plans starting at $20 per user per month, making it one of the most budget-friendly and scalable CRMs in the industry. Bitrix24 offers a generous free plan with all the basic CRM features. However, if you want to unlock advanced collaboration features, more storage, automations, and project management tools you will need to opt for one of the paid plans that start at $49/user/month. Keap helps you convert leads through advanced marketing campaigns and save time through workflow automations and payment integration.
To make it even worse, just 32% of users gave it a 5-star rating, while 44% gave it a 1-star rating. The flexible monday.com CRM is best for collaborative teams, especially those that need to work together on projects and tasks. The platform visualizes your work in Kanban-style boards and lets you track task progress and add due dates, comments and attachments. Data consolidation in a CRM helps accounting by providing a single source of truth for client information. This makes it easier for your team to access and manage client interactions, track billing and payments, and generate financial reports. It reduces the chances of errors and inconsistencies in financial data.
HubSpot is an easy to use CRM with loads of features and integrations. The free plan is very generous and a perfection option for start ups. The major downside is the big leap in paid plans, going from free to relatively expensive right away – which is something start ups should be aware of when considering their future needs.
