7 Best CRM Software for Accountants & Bookkeepers
If you’re on a quest to look for the best CRM software for Accountants and a Bookkeepers, this in-depth review is for you.
What is meant by Accounting CRM?
Imagine that in an accounting department, there is a business assistant who keeps everything under control. He/She makes sure that clients are not forgotten, reports are being sent on time, contacts are concluded in just two clicks and various services are paid on time. That is CRM.
Accounting Customer Relationship Management (CRM) platform is a software that helps accountants and finance professionals manage customer data and relationships, increase productivity, reduce workload and streamline processes. The Internet solves a huge number of tasks for both small and medium-sized businesses, making it possible to simplify employees’ work and reporting process.
Benefits of a CRM for Accountants
With the configuration of accounting software, you may maintain customer databases, goods, orders and various transactions with suppliers.
Every transaction and settlement is connected to the accounting module. Therefore data, amount and details of transaction will be automatically recorded on the client’s card. When you apply again, you can prepare necessary documents in one click.
Using a standard accounting document template created by you or available within the system, employees will be available to generate a package of documents quickly.
Numerous calculations for accounting in the program are made automatically and accordingly the program allows you to reduce bill payment and client application process time. Thus employee work becomes less and efficiently increases.
Principal Features of a CRM
CRM software for finance and accounting open up more new opportunities for organizations:
Lead Management
• Receive through online and offline channels.
• Lead qualification based on company size, industry location, interest in accounting services, engagement with the firm’s website, etc.
• Automated way of lead distribution and prioritization based on predicted conversion improbability.
Self-Service For Customers
• Customer Portal
• Base with client information (containing description of accounting services and prices for them, guides and tips on effective accounting process, etc.)
• Chat bots to handle frequently asked questions by customers.
Storage Of Data And Client Documents
Client segmentation is based on the type of accounting service they are interested in like size/type of business etc.
Security
• Data Backup
• User activity logs
Analytics and Reporting
• Customizable dashboard and reports
• Analysis of profitability and customer value
• AI-driven accounting cross-selling recommendations (based on customer’s purchase history)
Best CRM software for Accountants & Bookkeepers
Accounting is a very crucial department of a company where an accountant conducts financial and economic management, prepares and submits numerous reports, and communicates with the tax office, funds and counterparts. The specificity of work of the accounting department depends on the direction of the company’s activities.
CRM software is used to automate business processes, work with clients, prepare reports, conduct analytics. Ability to store all reporting in one system will provide you with a favorable service and help keep everything under control.
We have compiled a list of top CRM system for accounting:
Soffront CRM
Soffront is a Customer Relationship Management (CRM) solution for small to medium businesses which help them streamline and manage customer-related activities across the enterprise: sales force automation, customer service, help desk, field service and much more.
Pros
1. Soffront CRM provides businesses with different tools to manage customer service, performance of their sales team and the effectiveness of their marketing campaigns.
2. The solution includes self-service portals, forums and chat. It may also manage sales orders and support requests.
3. Solution may also be customized for unique workflow, number of users and processes. Users may customize the solution using built-in drag-and-drop functionality.
ConvergeHub
ConvergeHub is one of the most popular CRM Software for accountants. It is a leading brand according to Software Reviews and has a 100% satisfaction rate. This is an all-in-one CRM software for accountants, which helps them create invoices, manage expenses, and track payments. It comes integrated with Quickbooks.
Pros
1. Comes integrated with QuickBooks.
2. Get optimum support from the brand’s support team
3. Great to maintain accounts seamlessly
Deskera CRM
It is a privately held Singapore-based provider of cloud based business integration software. In particular, main areas of the company’s software services are: Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Product Management (PM) and Personal Management (HRM).
Pros
1. Hugely powerful technical support and its own community.
2. Good pricing system
Commence CRM
This platform provides an opportunity to manage client interaction that handle automation, integrated project management, sales and marketing lead generation, and service ticket management. With sales automation and customer relationship management, it helps to increase sales.
Project management, contact management, customer service, lead management, campaign management, sales opportunity management, activity management and more are available with Commence CRM.
Pros
1. The connected ecosystem provides you with visibility into every client and fosters collaboration across the entire company. Thanks to its numerous analytics and reporting capabilities.
2. It monitors sales activities and provides management with useful and important sales information.
Capsule CRM
It is a cloud-based CRM software designed for individual entrepreneurs, small businesses and sales teams in medium to large companies. Main module of the system is dedicated to sales management, allowing you to monitor current sales performance, measuring conversion rates and receive forecasts through a single interface. This service supports multi-currency, helps to visualize data using kanban boards and filter indicators by a number of criteria.
Pros
1. With it, you may find and process information about counterparties through notes, email, social networks, etc
2. It’s possible to set up email reminders, build a chain of tasks, view them in a calendar view, and create recurring tasks.
3. An important advantage of Capsule CRM is advanced security. The service allows you to reassign access levels to users, restrict access to data, restore deleted information, and log in through G Suite.
Method CRM
This CRM software is fully customizable for small businesses using QuickBooks. It simplifies lead management, workflow automation, sales funnel management and sales tracking to help improve productiveness. Real time synchronization automatically updates customer information, invoices, payments.
Pros
1. It integrates easily with QuickBooks.
2. You can use your in-house developers or support team to customize the CRM according to your needs.
3. It offers a wide range of features and excellent navigation.
Zendesk
This CRM software is a customer support management service from Zendesk, delivered on a SaaS Model. This service helps manage customer requests received on mail, phone or via twitter and has functionality typical to a Service Desk Technical Support System.
This system offers internal corporate support for employees and external customer support.
Pros
1. Zendesk support offers instant topic suggestions to build a smart and valuable knowledge base.
2. Wide range of integration and APIs are available through Zendesk Marketplace.
3. It’s your one-step solution to manage all your incoming leads.
Wrapping up
It is hard to imagine a business that would not need CRM for accountants. A competently built system collects all information about each interaction of a company with the client, allowing for a very accurate analysis and segmentation of the client base, making personalized offers and sales for each client segment.
