TOP 19 CRMs for an Accounting Firm: 2024 Ranking

CPAshka - CRM for dropshipping in Ukraine. Automates accounting for dropshippers, simplifying the management of payments and orders. Ideal solution for optimizing the business processes of your dropshipping platform.

Main Advantages

• Dropshipper accounting. Automatic calculation of payments, commissions, and debts.
• Easy reporting. Sales, profit, and key performance reports in just a few clicks.
• Process automation. Forget about routine operations, focus on business development.
• User-friendly interface. Intuitive system, quick team training.

Characteristics

• Customer accounting
• Accounting reports
• Process automation
• Bank integration
• User-friendly interface

LP-CRM is a Ukrainian CRM for product business, e-commerce and service sector. Optimize customer accounting, sales and communications. An ideal solution for automating your accounting firm!

Main Advantages

• Automation of accounting. Saving time and reducing manual labor by automating routine processes.
• Convenient customer management. All customer information in one place, interaction history, quick access.
• Improved reporting. Data analysis and report generation in a few clicks, for better financial control.
• Team collaboration. Communication and information sharing between employees in real time.

Characteristics

• Customer accounting
• Process automation
• Reporting and analytics
• Integration with banks
• 24/7 support

Streak CRM is a CRM built right into Gmail. Create custom pipelines to track customers and deals without leaving your inbox. A great option for accounting firms that work with a large number of clients.

Main Advantages

• Gmail integration. Manage clients directly from your email, without switching between applications.
• Custom pipelines. Create a unique process for each client, tailored to their needs.
• Automated reporting. Instantly get data about clients and their finances.
• Easy deal monitoring. Track the status of each client and stages of collaboration.

Characteristics

• Customer accounting
• Task automation
• Integration with Gmail
• Convenient pipelines
• Sales control

Capsule CRM - a simple and user-friendly tool for managing clients, deals, and projects. Ideal for accounting firms, helping to organize your contacts, track clients, and streamline workflows. Focus on what matters, and Capsule CRM will take care of the details!

Main Advantages

• Contacts in order. Store customer data, communication history, so you don't forget anything.
• Deals under control. Track every stage, from proposal to payment, increase profits.
• Projects without chaos. Organize tasks, deadlines, and collaborate effectively.
• Reporting - simple. Analyze performance, find growth opportunities, make data-driven decisions.

Characteristics

• Easy to use
• Email integration
• Customer tracking
• Task management
• Sales reporting

Agile CRM is a CRM that integrates sales, marketing, and customer support into a single platform. It's an ideal solution for accounting firms looking to streamline communication and improve customer service.

Main Advantages

• Time-saving. Automate routine tasks, focus on customers.
• All in one place. Sales, marketing, service - a single system.
• Improved communication. Clear record of interaction with each client.
• Increased profitability. Optimize processes, increase efficiency.

Characteristics

• All in one interface
• Process automation
• Reporting and analytics
• Customer management
• Support and training

SuiteCRM - A powerful open-source CRM perfectly suited for accounting firms. Flexible customization allows you to tailor the system to your unique needs, optimizing client and data management.

Main Advantages

• Flexible Customization. Tailor the system to your accounting needs.
• Transparent Pricing. Open-source with no hidden fees.
• Data Integration. Unite your client base and financials in one place.
• Reporting Optimization. Create reports quickly, without manual data entry.

Characteristics

• Client Accounting
• Reporting Automation
• Process Customization
• Task Control
• Software Integration

Microsoft Dynamics 365 Sales - CRM for accounting firms that integrates with other Microsoft 365 tools. Automate sales, improve customer relationships, and gain deep analytics with Copilot. Increase the efficiency of your business!

Main Advantages

• Deep integration with 365. Effective collaboration with Excel, Outlook, and other Microsoft tools.
• Copilot for data analysis. Quick access to insights, recommendations, and report automation.
• Sales automation. Optimize the sales funnel, from leads to deals.
• Increased productivity. Frees up specialists' time, increases work efficiency.

Characteristics

• Reporting automation
• Streamlined customer base
• Integration with Microsoft 365
• Copilot: Quick answers
• Sales optimization

amoCRM - CRM that focuses on messengers! Manage sales through chat funnels, automate communication with bots, and build omnichannel dialogues with customers. Optimize customer relations for your accounting firm!

Main Advantages

• Customers in messengers. Convenient communication where they already are.
• Sales automation. A bot assistant handles routine tasks, profits grow.
• Chat sales funnels. Control every deal, don't lose customers.
• Omnichannel. All communication channels in one window, order in communications.

Characteristics

• CRM: Customer accounting
• Task automation
• Reporting
• Integrations
• Simplicity.

Monday sales CRM - this is a CRM based on monday.com, adapted for sales teams. Its flexibility makes it an excellent choice for automating processes in your accounting firm, helping to attract and retain clients.

Main Advantages

• Centralization of data. Store customer information in one place for quick access and better organization.
• Improved collaboration. Easily share information and tasks between team members for efficient work.
• Automation of reporting. Create reports quickly and effortlessly, get valuable information about customers and sales.
• Customization to needs. Adapt the system to the unique needs of your business, using the flexibility of monday.com.

Characteristics

• Customer accounting
• Task automation
• Integration with 1C
• Real-time reporting
• Deal management

Nutshell CRM is a simple solution for B2B teams that combines CRM and email marketing. Optimize sales and customer communication, especially relevant for accounting firms that need reliable tracking of deals and contacts.

Main Advantages

• Client organization. All customer information in one place, easy access and convenient search.
• Sales automation. Saving time on routine tasks, focusing on business development.
• Email integration. Effective email marketing, attracting and retaining clients.
• Simple interface. Easy to use, quick team training.

Characteristics

• Specialized CRM
• Reporting automation
• Customer analytics
• Integration with 1C
• Deadline control

Freshworks CRM (Freshsales) - CRM with integrated telephony, email, and AI. Ideal for accounting firms looking to automate sales, improve customer communication, and increase team efficiency. Try the AI assistant to optimize your routine!

Main Advantages

• Built-in telephony. Savings on integration, convenience of calling clients directly from the system.
• Email integration. Manage correspondence, track openings and responses in one place.
• AI assistant. Automates routine, analyzes data, provides valuable prompts.
• Data centralization. All customer information in one place, easy access.

Characteristics

• Automation of routine
• User-friendly interface
• Fast support
• Integration with 1C
• Real-time reporting

Keap (formerly Infusionsoft) - CRM and marketing automation designed for entrepreneurs. Streamline sales and marketing, automate routine tasks, and focus on growing your accounting firm.

Main Advantages

• Client base. Keep data in one place, easily find the information you need.
• Automation. Simplify routine tasks: mailings, reminders, reports.
• Marketing. Attract new customers with personalized campaigns.
• Reporting. Track key performance indicators and make informed decisions.

Characteristics

• **For CRM website for accounting firm:** Process automation
• Real-time reporting
• Customer base management
• Integration with 1C
• Increased productivity **For Keap (ex-Infusionsoft):** Marketing automation

HubSpot CRM - free CRM that allows accountants to effectively manage clients and deals. Integrated marketing, sales, and support tools simplify communication and automate processes, saving time and increasing productivity.

Main Advantages

• Організація клієнтів. All customer data in one place, easy access and segmentation.
• Automation of routine. Automate tasks and reminders to save time.
• Improving communication. Information sharing for smooth teamwork.
• Free version. Start using HubSpot for free to evaluate the benefits.

Characteristics

• Automation of reporting
• Centralization of customer data
• Improving interaction
• Free CRM start
• Single platform for teams

Vtiger CRM is a platform for sales, marketing and customer support. Streamline customer relations, automate processes, and increase the efficiency of your accounting firm. Integrate all the necessary tools in one place.

Main Advantages

• Customer base is organized. All customer information in one place, easy access.
• Automation of routine. Creating reports, reminders, all without your participation.
• Sales optimization. Increase profits by analyzing customer data.
• Customer support is improved. Quick response to requests, increased loyalty.

Characteristics

• Convenient customer accounting
• Task automation
• Performance analysis
• Integration with mail
• 24/7 support

OneBox OS - CRM/ERP platform that unifies processes, telephony, warehouse, and document management. Optimize your accounting firm's operations with a single solution to manage all aspects of the business.

Main Advantages

• All in one place. Manage clients, finances, and documents in the unified OneBox OS system.
• Reporting optimization. Create reports quickly and effortlessly, saving time.
• Communication improvement. The entire history of communication with clients is always at hand.
• Task and deadline control. Don't miss important deadlines and tasks thanks to automation.

Characteristics

• Accounting automation
• User-friendly interface
• Integration with banks
• Client control
• Real-time reporting

KeyCRM - Ukrainian CRM that unifies orders from all channels, customer communications, warehouse management, and analytics. Optimize the work of your accounting firm with KeyCRM! Convenient accounting, control, and process automation.

Main Advantages

• All in one place. Orders, clients, communications, and warehouse - all in one system, without scattered tables.
• Routine automation. Forget about manual data entry and reconciliations, KeyCRM will do everything for you.
• Clear analytics. Get reports and analyze data to make informed decisions.
• Ukrainian support. The KeyCRM team is always ready to help in Ukrainian.

Characteristics

• Process automation
• User-friendly interface
• Customer accounting
• Data analysis
• 24/7 support

Pipedrive - CRM for accountants who want to convert more deals. Visualize the sales funnel, track customer progress, and don't miss any opportunities. Simplify customer management and increase your firm's profit!

Main Advantages

• Convenient customer accounting. All customer information in one place, easy access and quick search.
• Financial control. Track income and expenses, analyze deal profitability.
• Report automation. Create reports quickly and easily, save time on analytics.
• Transparent sales. Visualize the sales funnel, increase deal conversion.

Characteristics

• Accounting
• User-friendly interface
• Reporting automation
• Customer management
• Process optimization

NetHunt CRM: CRM for Gmail, designed for your comfort. Manage leads, sales funnels, and automate processes directly from your inbox. An ideal solution for an accounting firm that values efficiency and integration with Google Workspace.

Main Advantages

• Gmail integration. Manage customers directly from your email, without switching between tabs.
• Sales automation. Customize funnels to accelerate customer acquisition.
• Customer accounting in one place. All customer information is always at your fingertips, no data loss.
• Convenient collaboration. The team easily shares information and controls tasks.

Characteristics

• Integration with Gmail
• Convenient customer accounting
• Automation of reporting
• Sales funnel
• Task control

Insightly: CRM, projects, and integrations for small and medium-sized businesses. Organize customer work, manage projects, and automate processes. A great solution for accounting firms to track clients and tasks.

Main Advantages

• Saving time. Automate routine, focus on customers and strategy.
• Project management. Manage projects, track progress, meet deadlines.
• Integration. Connect your favorite tools for a seamless workflow.
• Sales growth. Increase customer loyalty, increase profits.

Characteristics

• Reporting automation
• Customer management
• Simple project management
• Integration with mail
• Communication optimization