Manage Your Business Effectively

12 CRM for Accounting Firms: Top Rankings

The best accounting systems for your business

Manage Your Business Effectively

1

LP-CRM

LP-CRM: intelligent CRM for your product business, e-commerce, and service industry. Optimize sales, manage clients, and increase efficiency. The ideal solution for any company striving for growth.

Main Benefits

  • Professional accounting. Optimize financial operations and reporting.
  • User-friendly management. Manage clients and projects in a unified interface.
  • Efficiency growth. Reduce time spent on routine tasks.
  • Transparency of operations. Have a complete picture of the company's activities.

Key Options

  • CRM for accountants
  • LP-CRM: business automation
  • Professional CRM
  • LP-CRM: sales growth
  • Reliability and control
LP-CRM
2

Zoho CRM

Zoho CRM: a cloud-based accounting solution. Automate sales, marketing, and service, optimize customer interactions, and increase your firm's efficiency. Effective management for your business growth.

Main Benefits

  • Effective management. Centralize customer data, simplifying access and collaboration.
  • Sales automation. Accelerate deal closing and increase conversion rates.
  • Next-level marketing. Target audiences and track campaign effectiveness.
  • Customer support. Provide excellent service and build long-term relationships.

Key Options

  • CRM for accountants
  • Automation for firms
  • Zoho CRM: sales
  • Marketing and service
  • Cloud of efficiency
Zoho CRM
3

Apptivo

Apptivo: a comprehensive SMB solution with a powerful CRM. Manage sales, projects, finances, and customers in a single system. Ideal for accounting: optimize workflows, increase efficiency, and ensure flawless service.

Main Benefits

  • Customer base. Consolidate customer data in one place for efficient work.
  • Project management. Plan and control every stage of customer interaction.
  • Financial reporting. Easily generate reports for complete financial control.
  • Task automation. Reduce routine work, focusing on strategic development.

Key Options

  • CRM for accounting
  • Efficient accounting
  • Apptivo SMB
  • Business management
  • Profit growth
Apptivo
4

Less Annoying CRM

Less Annoying CRM: Ultra-simple CRM for accounting firms. Efficient client and project management without unnecessary complexity. Focus on your work, not on complex tools!

Main Benefits

  • Simplicity in management. Our product is designed for easy case management, without unnecessary confusing features.
  • Time saving. Free yourself from routine, focus on clients and growth.
  • Affordable price. Specifically for small companies, you get value without overpaying.
  • User-friendly interface. Intuitive design, so anyone can quickly master the tool.

Key Options

  • Simple CRM for accountants
  • Simplifies working with clients
  • Automation for business
  • Less Annoying CRM
  • Small businesses will appreciate it
Less Annoying CRM
5

KeepinCRM

KeepinCRM: Simple and Effective Accounting Solution! Manage clients, tasks, deals, inventory, and finances in one system. Ideal for SMEs, optimize your firm's operations.

Main Benefits

  • Client Management. Effectively maintain your contact database, track interactions, and enhance customer relationships.
  • Task Management. Organize workflows, assign responsibilities, and monitor task completion.
  • Financial Control. Track income, expenses, and forecast your company's financial health.
  • Unified Workspace. All essential information about clients, deals, and finances is gathered in one place for easy access.

Key Options

  • CRM for Accounting
  • Clients, Tasks, Deals
  • Inventory & Finances
  • Simple for SMEs
  • KeepinCRM
KeepinCRM
6

Salesforce Sales Cloud

Salesforce Sales Cloud: the leading CRM for accounting firms. Optimize sales, build effective funnels, and gain deep analytics for your business growth. Improve customer interactions and increase profits.

Main Benefits

  • Seamless accounting. Complete customer and deal data for accurate financial reports.
  • Workflow optimization. Reduce routine tasks, gain more time for strategy and analytics.
  • Business growth. Manage customer potential to increase profitability.
  • Deep analytics. Understand sales performance and forecast for the future.

Key Options

  • CRM for accounting
  • Automate sales
  • Deep analytics
  • CRM market leader
  • Salesforce Sales Cloud
Salesforce Sales Cloud
7

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales: a powerful CRM for accounting firms. Deep integration with the 365 ecosystem and Copilot intelligence optimize sales, automate routine, and provide in-depth analytical reports, increasing team efficiency.

Main Benefits

  • Advanced analytics. Gain deep insights into your business trends and performance.
  • 365 Integration. Seamlessly connect data and processes for unified management.
  • Copilot Assistant. Optimize operations with intelligent support and task automation.
  • Data Security. Securely protect sensitive financial information with Microsoft solutions.

Key Options

  • CRM for accounting
  • Deep 365 integration
  • Copilot helps
  • Dynamics 365 Sales
  • Microsoft Solution
Microsoft Dynamics 365 Sales
8

Streak CRM

Streak CRM: A powerful CRM right inside Gmail! Simplify client and project management with custom pipelines, perfect for accounting firms. Track deals, communication, and tasks in one place. Boost your team's productivity!

Main Benefits

  • Gmail integration. Manage clients and projects directly from your inbox. Streak CRM works where you already are.
  • Flexible pipelines. Customize workflows to your business specifics, tracking every stage of a deal or task.
  • Ease of use. An intuitive interface requires no long training. Start working right away.
  • Centralized management. All information about clients, tasks, and communication is stored in one place, accessible to the entire team.

Key Options

  • CRM for accounting
  • Automation for accounting
  • Streak CRM: Gmail-CRM
  • Custom pipelines
  • CRM with Gmail
Streak CRM
9

Binotel SmartCRM

Binotel SmartCRM: CRM from Binotel for accounting firms. 360° client card, analytics, task management and PBX integration. Optimize work and increase your business efficiency.

Main Benefits

  • 360° Client Card. Everything about the client in one place for deep understanding and a personal approach.
  • Analytics. Track key performance indicators for informed decision-making.
  • Tasks. Efficiently manage workflows and deadlines.
  • PBX Integration. Seamless connection of phone calls with client data.

Key Options

  • CRM for accounting
  • Client 360°
  • Sales analytics
  • Task management
  • PBX integration
Binotel SmartCRM
10

Creatio (Sales)

Creatio (Sales): innovative low-code CRM/CRM platform with powerful process automation. Optimize your accounting firm's workflows, increase efficiency, and achieve new results with Creatio's flexible solutions.

Main Benefits

  • Process automation. Optimize workflows to increase productivity and accuracy.
  • Low-code solution. Quickly adapt the platform to your unique business needs.
  • Data integration. Consolidate all customer information in one place for better analysis.
  • Scalability. The solution grows with your company, supporting development.

Key Options

  • CRM for accounting
  • Business process automation
  • Low-code solution
  • Customization flexibility
  • Creatio Sales CRM
Creatio (Sales)
11

CPAshka

CPAshka: CRM system for dropshipping. Automates calculations, increases your business efficiency. Ideal for scaling dropshipping sales. Save time and focus on development!

Main Benefits

  • Professional management. Optimization of work with clients and projects.
  • Effortless reporting. Built-in tools for analytics and reports.
  • Business scaling. Grow effectively, controlling all processes.
  • Cost control. Financial transparency and budget optimization.

Key Options

  • CRM for accounting
  • Convenient CRM for CPAshka
  • Dropshipping automation
  • Accurate accounting of dropshippers
  • CRM for business
CPAshka
12

Vtiger CRM

Vtiger CRM: The unified platform for Sales, Marketing, and Help Desk, optimizing accounting operations. Efficient management of clients, communications, and processes for your business growth.

Main Benefits

  • Unified Platform. Integrates Sales, Marketing, and Help Desk for efficient management.
  • Team Productivity. Streamline workflows and increase returns.
  • Sales Control. Track leads and close more deals.
  • Customer Support. Deliver excellent service and build lasting relationships.

Key Options

  • CRM for Accountants
  • Unified CRM for Sales, Marketing
  • Vtiger CRM: A Comprehensive Solution
  • Optimize Your Business
  • All-in-One: Sales, Marketing, Help Desk
Vtiger CRM

Feature Table

# Online Platform Who is it Suitable For Main Tools Test Access Starting Price
1LP-CRMProduct business, eCommerce, servicesSales optimization, client management, efficiency increaseFree version up to 50 orders per monthfrom $9/month
2Zoho CRMsmall business, medium business, growthSales, marketing, service automationFree plan (up to 3 users)from $20/month per user
3ApptivoSMB, accounting, customersCRM, sales, projects, finances, customersFree trialfrom $15/month per user (annual billing) or $20/month monthly
4Less Annoying CRMAccounting firms, small businessesClient management, projects, simplicity30-day trial$19/mo per user
5KeepinCRMSMEs, Accounting, RetailClients, Tasks, Deals, Inventory, Finances7-Day Trialfrom 290 UAH/user/month
6Salesforce Sales CloudAccounting firms, law firms, consultantsSales management, analytics, customer interaction30-day trialfrom $25/mo per user
7Microsoft Dynamics 365 SalesAccounting firms, auditing companies, consulting firmsAutomation, Integration, Analytics30 Day Trialstarting at $65/month per user
8Streak CRMAccounting firms, small businessesPipelines, deals, communicationFree planfrom $59/mo per user
9Binotel SmartCRMAccounting firms, auditors360° client, analytics, PBX integration-from 399 UAH/month per employee
10Creatio (Sales)Accounting firms, small and medium-sized businessesLow-code platform, process automation, optimizationFree trial accessprice on request
11CPAshkaDropshipping, eCommerceAutomation, calculations, scalingFree for the first 100 leadsfrom $5/month
12Vtiger CRMSmall and Medium Businesses, Sales, Marketing, Support DepartmentsSales, Marketing, Service15-Day Trialfrom $15/mo per user

User Questions

Optimization of work, improvement of communication, quick access to information about clients and their projects.
Consider your company's needs, functionality, user-friendliness of the interface, and cost.
Task management, time tracking, financial analysis, client communication.
Yes, thanks to the automation of routine processes and better work organization.
Choose software with integration capabilities through API or ready-made modules.