Best CRM Software for Accounting Firms 2024 Reviews & Pricing

This helps teams stay organized, meet deadlines, and deliver projects efficiently. CRMs for accountants are equipped with lead management features as well as tools useful to bookkeeping and tax preparation businesses such as document storage and appointment scheduling. They’ll also integrate with popular accounting systems like Xero and Quickbooks to synchronize data and manage invoices from both systems. While HubSpot is our pick for the best overall CRM for accountants, other platforms could be a better fit depending on feature needs. Freshsales is the perfect small accounting firm CRM for those on a tight budget. Its free and low-tiered options includes all of the essentials an accountant needs to organize contact data, track client activity, store documents, and communicate with clients.

• Zoho CRM, monday.com and EngageBay are Forbes Advisor’s picks for the best free CRM plans.
• Their affordable $29/month plan, billed annually, unlocks this potential, letting your team grow alongside your success.
• It follows jurisdictional rates and rules to calculate various types of taxes, including VAT and service tax.
• This type of software often includes contact lists, calendars, task lists, document management, and project management.
• You can try it out for free for 14 days, and pricing starts at $14.90 per user per month when paid annually.

With all of the Close plans, you get a built-in phone with free monthly calling credits, texting, and email-sending right from the web app. Every plan except Starter includes unlimited contacts and unlimited custom fields. Phone plans are through Twilio, but setup and billing are done through your Close app to keep management simple. You can rent phone numbers ($1.15/month/number) and then pay outbound/inbound call rates ($0.014/min and $0.0085/min, respectively) or port an existing number with an existing plan. There's stock reporting for sales value, average value, losses, and new leads, among others. And if you want to measure data not in the pre-built versions, custom reports provide a nearly infinite combination of filters gathered from the fields your team has completed.

Pricing and Value (20%)

Given that history, it’s no surprise that Zendesk Sell excels at understanding customer information and communication. For sales teams working in different locations and on the go, Sell’s “smart” lists group contacts and leads, making it easier for everyone to see customers who need immediate disadvantages of llc attention. Create custom fields for those contacts or automate a workflow for sales reps. A built-in phone dialer automatically logs calls and records conversations. For example, you get 1,000 marketing contacts under the suite’s highest plan, which might not be enough for large campaigns.

Salesforce, the industry leader in CRM, boasts robust capabilities ideal for medium and large businesses seeking a comprehensive platform. However, its premium price tag could deter cost-conscious owners, particularly those with CRM experience, who might find better value in more adaptable options. A high level of automation capability in managing leads, deals, and workflow is an example feature that could contribute towards a high score. Another important strength would be a desktop and mobile interface allowing quick, intuitive access to basic features. When we review CRM software, we look at indicators including feature set, interface and ease of use, plans and pricing, and support options.

Copy new lead responses from Facebook Lead Ads to a HubSpot form

While any transition brings challenges, choosing the right solution and preparing properly will set your firm up for success. Compare reports from your current and new software to verify all balances and details were moved correctly. Do this for accounts payable, accounts receivable, general ledger, and financial statements.

How we tested the best CRM software

You can create a different design for each module or clone them to all look alike. You can also customize the main menu, renaming, reordering, and choosing which modules are visible. Customer relationship management software keeps contact and sales info in one tidy, easy-to-manage place. If there's a touchpoint—call, email, chat, web visit, social connection, campaign, etc.—your CRM should capture it. Out of the best CRM software for small businesses on our list, Zoho CRM, is the easiest to use. It offers a simple and intuitive interface as well as helpful tutorials to get you started.

We put dozens of Salesforce alternatives through the wringer and came up with the 10 best CRM apps on the market.

When determining the best CRM software, we ranked more than 20 CRMs across five categories and over 50 factors to assign each CRM option a weighted score out of five. We then used these weighted scores to rank each CRM, arriving at the top 15 best CRM software options for you. The five categories we used to score our options include pricing and value, general features, additional features, customer service support and our own expert score. All CRM providers offer a combination of customer support that includes email support, live chat, a customer service phone number as well as a knowledge base or blog.

From settings, choose where you want NetHunt's features to appear in navigation—before or after your inbox. Here you'll find a customizable dashboard that shows activities, tasks, deal progress, and other functions. Below this are a deals list, Kanban pipelines, contacts, companies, tasks, campaigns, and reports.

Even with the free version, HubSpot offers robust features that cater to the requirements of most small sales and marketing teams. Paid plans start at $29 per user per month when paid annually or $39 monthly. CRM systems often include task and project management features that enable accountants to assign tasks, set deadlines, and track project progress.