CRM for Accounting Firm: Optimize Your Accounting

Optimize your accounting and increase the efficiency of your company!

I confirm the processing of my personal data

Problems we solve

Customer Management

All customer information in one place, convenient search, and interaction history.

Task Optimization

Automatic task assignment, monitoring of deadlines and responsible parties, increased productivity.

Analytics and Reporting

Detailed reports on customers, profitability, and team performance.

Who needs LP-CRM

For Executives

Control everything: clients, tasks, finances. Optimize workflows, increase team productivity, and see the overall picture of the business.

For Managers

Effectively manage projects, assign tasks, and track their completion. Ensure timely service delivery and customer satisfaction.

For Accountants

Simplify customer accounting, automate routine operations, and focus on analytics and strategy.

For Administrators

Easily customize the system to your company's needs, manage users, and ensure data security.

Our advantages

Customer Management

All customer information in one place, convenient search and interaction history

Task Optimization

Automatic task assignment, deadline and responsible person control, increased productivity

Analytics and Reports

Detailed reports on customers, profitability, and team efficiency

Integration with Other Services

Easy integration with email services and other tools

Data Security

Protection of customer data and financial information in accordance with security requirements

Service Improvement

Fast and high-quality service, satisfied customers are the key to success.

Easy start

Quick registration

Registering in the service

Demonstration

We show how the service works and help to set it up

Getting started

Launch work with customers through the service

Quick start in LP-CRM - video

Functionality

Integration with courier services (Nova Poshta, Ukrposhta, Justin)
Integration with Checkbox for electronic cash register (PRRO)
Message templates for SMS and email
Warehouse accounting (receipt, write-off, balances)
Integration with IP-telephony and call recording
Запис дзвінків і журнал листування

Video reviews of customers

Our approach

Our approach

LP-CRM is a CRM system, developed by eCommerce practitioners.
We have over 10 years of experience in the product business, so we understand real tasks, applications were scattered across tables, operators wasted time copying, warehouse accounting was failing, and advertising costs remained unclear.

Reviewed dozens of systems, but everything was either too complicated, or cost unreasonably expensive, or created for other niches.
Therefore, we created our own CRM, specifically for the needs of eCommerce and product business.

LP-CRM makes it possible automate lead management, control the warehouse, calculate salaries, increase operator productivity, send SMS mailings, integrate IP telephony and delivery services (Nova Poshta, Ukrposhta, international carriers).
So you remove routine from the team, reduce risks and evaluate the effectiveness of advertising in fact.

Why LP-CRM exists - to give owners control and predictability.

FAQ

? Is LP-CRM suitable for accountants?
Yes, it simplifies the accounting of clients, tasks, payments, and reporting, all in one place

? What integrations are available in LP-CRM?
API support, integration with IP telephony, email, and other services

? Is there a demo version of LP-CRM?
Yes, you can try it for free to evaluate the functionality of the system

? How much does LP-CRM cost?
The cost depends on the selected plan and the number of users, see the website

Register now and try the service in work