CRM for accounting firm

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Typical business problems

Customer Management

Effectively track interactions with each client, improving service.

Data Organization

All client and project information is stored in one secure location.

Routine Automation

Reduce time spent on repetitive tasks, focus on strategy.

Who LP-CRM is for

For Auditors

Organize client management, automate reporting, and streamline team workflows for maximum efficiency. forwho_desc2 - Centralize data, track projects, and ensure seamless client communication for accurate planning. forwho_desc3 - Efficient case management, document handling, and deadline tracking to ensure timely fulfillment of obligations. forwho_desc4 - Boost productivity, manage client projects, and enhance client interaction for success. forwho_desc5 -

For Tax Consultants

For Law Firms

For Consulting Agencies

Key Benefits

Client Management

Effectively track interactions with each client, enhancing service.

Data Organization

All client and project information is stored in one secure location.

Routine Automation

Reduce time spent on repetitive tasks, focus on strategy.

Reporting

Get up-to-date data for performance analysis and decision-making.

Efficient Document Flow

Quickly find and manage all necessary documents.

Improved Collaboration

Facilitate teamwork on projects and internal firm communication.

Easy startup

Registration

Enter data and activate your account

Training

Get step-by-step instructions

Getting started

Start accepting orders and earning

LP-CRM Video Guide

Functionality

Integration with Checkbox for electronic cash register (PRRO)
Modular structure with the ability to connect additional functions
Inventory management (receipt, write-off, balances)
Calendar of tasks and events with reminders
API for integrations with services
Management and KPI performance tracking

Video User Experience

About the service

About the service

LP-CRM is a CRM platform, created by entrepreneurs for entrepreneurs.
Our team has been working in the product business for 10+ years, and we know the typical pains well, leads drowned in Excel, employees spent hours on manual data transfer, it was difficult to control inventory, and the profitability of advertising channels was vague.

We tested the market for ready-made CRMs, but everything was either too complex, or cost unreasonably high, or without a focus on products.
Therefore, we created our own CRM, that solves problems specific to the product niche.

Today, LP-CRM helps to manage orders without routine, maintain transparent warehouse accounting, calculate KPIs and payments, improve call center efficiency, send customer notifications, integrate IP telephony and logistics services (Nova Poshta, Ukrposhta, international carriers).
This frees your team from routine, reduce risks and understand traffic channel ROI.

LP-CRM Mission - to remove chaos from processes and drive growth.

Popular questions

? What system is suitable for accounting?

? How to improve customer relations?
LP-CRM will help automate communication and increase loyalty.

? Is LP-CRM suitable for Ukrainian businesses?
Yes, LP-CRM is developed taking into account the specifics of the Ukrainian market.

? What are the advantages of LP-CRM?
The system simplifies customer relationship, documentation, and financial management.

Register now and try the service in action

Optimize accounting and customer service. Your success is our priority!

Start FREE
Create an account and try all features