CRM for Accountants
Get one complete view of your clients, understand their needs and build closer relationships. Capsule CRM for accountants is the perfect solution to improve how you grow businesses and acquire clients.
Build client relationships like never before
Store everything you know about your clients in one central place. Record personal information, such as the name of your client's partner, children or the date of their next funding round. The more you know about your client, the easier it will be to engage with them and build close relationships.
A first-class experience for every client
Easily manage your sales opportunities in a clear and simple sales pipeline that reminds you to keep in touch with your prospects and stay top of mind. Visualizing your sales pipeline helps identify opportunities for client acquisition and retention.
For every client going through the pipeline, you can quickly spot trends and gain deep insights to create new tailored solutions.
"If accountants want to survive in the online environment, they have to change from the model of providing a service based on referrals to one where they're providing a solution to businesses. When you start selling a solution, your base widens, you can sell nationally. That's when you need a sales funnel and a CRM like Capsule to track all your opportunities."
Denis Breen
Managing Director, ProfitPal Accountants
Save time on admin, gain more with clients
Feel more organized by pulling all your client information from spreadsheets or apps into one place and reduce manual entry. Automation is key to a more effective client management system.
Connecting to accounting apps like Xero and QuickBooks Online is a breeze. When you connect these with other popular business tools like Gmail, Capsule gives you one complete view of your client.
Never miss a deadline
Rest easy using our task management tools, ensuring you and your team will never miss a deadline. Capsule tracks work back from or towards a set date. Simply create a list of tasks and get an email to remind you when the next step is due. Leave reminders for getting tasks done to Capsule.
Ultimate focus on your clients
Partners can be safe in the knowledge their clients' data is only accessible to them, as access levels are easily set for each member of the team. Confidentiality is necessary in every firm but especially in an accounting firm.
Focus teams by only displaying the customers they're responsible for, making it easier for them to keep the data clean and fresh.
Do even more with integrations
See all our integrations
Use the Capsule CRM integration for Xero and get one complete view of your business.
QuickBooks helps you streamline your accounting processes and stay on top of finances.
Effortlessly track time, invoice clients, and manage payments with FreshBooks.
Why Accounting Firms Need a CRM
Accountants face several challenges in their profession, such as managing large amounts of data, staying up-to-date with tax-related laws, dealing with client expectations and maintaining client confidentiality. These challenges require them to be more organized, efficient and adaptable to changing circumstances. That's why accountants need a reliable system to help them do all this, and Capsule CRM is the perfect software solution for that.
Here are the top reasons why accountants and accounting firms need a CRM:
A CRM for accountants and accounting firms can help manage and organize client information, mainly contact details, project history and billing information, in one centralized location that can be accessed by key people in the firm. This helps teams get a quick overview and easy access to all the information they need about their clients. This ensures that nothing falls through the cracks and that clients receive prompt and effective service.
A CRM can be used to manage and track potential clients, helping key people in the firm to identify new business opportunities. It provides tools and features that can help accountants, financial advisors, and consultants identify new business opportunities, manage and track potential clients, and increase the efficiency of their lead generation efforts.
For example, a CRM can be integrated with marketing tools to make it easier to identify and communicate with leads. By integrating with the right marketing tools, you can monitor the success of campaigns released to different target audiences, providing insights into what works and what doesn't when it comes to client acquisition and retention.
A CRM for an accounting firm provides a single platform for tracking and managing tasks, deadlines and projects. With just one platform, employees can work more efficiently and effectively.
Senior accountants can prioritize tasks, assign them to team members, and set reminders to ensure that deadlines are met. Bookkeepers can automate invoicing, financial reports, and customer activity reports. Financial consultants can manage customer relationships, streamline their business procedures and gain valuable insights into the performance of the firm. Overall, a CRM for accounting firms can automate and streamline administrative tasks handled by key people in an accounting firm.
CRM systems allow accountants, bookkeepers, and consultants to easily store and manage documentation related to contacts such as contracts, proposals and invoices. If you need to manage proposals and contracts, you can also integrate with specific tools.
Accounting firms can build stronger reputations by managing client relationships and improving internal and external communication. With a CRM, accounting firms can track client interactions, manage appointments and deadlines and analyze client data to better understand their needs and preferences. By providing better customer service and improving client relationships, a CRM can ultimately help accounting firms build their reputation and establish a strong brand in the industry.
Work from anywhere with Capsule CRM On Mobile
Capsule CRM for mobile can help accounting firms collaborate efficiently by providing a centralized platform for gathering, storing and sharing information between employees and customers. Users can access customer data, perform tasks, and provide updates from anywhere, at any time, using a smartphone or tablet.
Capsule CRM for mobile can help accounting firms collaborate efficiently by providing a centralized platform for gathering, storing and sharing information between employees and customers. Users can access customer data, perform tasks, and provide updates from anywhere, at any time, using a smartphone or tablet.
Capsule CRM's mobile app improves client engagement, even outside the office. It allows accountants and consultants to respond promptly to customer inquiries and provide real-time updates on the status of their inquiries. This speeds up response times.
Scheduling and reminders are some of the core functionalities of Capsule CRM's mobile app. You can manage tasks, schedule meetings and view reminders at a glance in the calendar using your smartphone or tablet. You wouldn't have to worry about missing important events with your team and with current or prospective clients.
Even if you're offline, Capsule's mobile app will sync any changes you make. All changes you'll make while offline will update once you reconnect.
Free CRM for Accounting Firms
If you're still exploring the many possibilities a CRM can offer, then Capsule is the right platform for you as we offer a free version for accounting firms, accountants, financial analysts and other professionals. With our free CRM, you can access all the basic features of our software solution to improve your client management, automate administrative tasks and start embracing new technologies.
We also offer a free trial for all our paid plans, valid for 14 days and no card required. This free period gives you access to both the website version and mobile app. If you want to move forward with a plan, you can choose one of our four paid plans: Starter, Growth, Advanced and Ultimate.
CRM for accountants: Frequently asked questions
When selecting CRM software for accountants, key features to consider include robust contact management, client data management, seamless integration with existing accounting software, and functionalities for lead management and client communications. Additionally, the CRM should have tools to automate repetitive tasks and manage sales processes efficiently.
Accounting CRM software enhances the ability to manage client relationships by providing a comprehensive customer management database. It allows accountants to keep detailed records of client information, track client communication, and ensure timely follow-ups. This leads to improved customer service and, consequently, higher customer satisfaction.
Yes, many CRM solutions for accountants offer seamless integration with popular accounting software like QuickBooks Online. This integrated CRM platform ensures that client data is synchronized between the CRM system and the accounting software, providing a unified view of client information and financial data.
A CRM platform assists in the sales process for an accounting business by organizing and managing leads, tracking the progress of potential deals, and facilitating effective marketing campaigns. This helps in converting existing and potential customers into loyal clients, thereby driving business growth.
CRM tools are invaluable for accounting firms in planning and executing marketing campaigns. They enable firms to gather client data, segment audiences, and tailor communications to specific client needs and interests. This targeted approach ensures more effective marketing campaigns, helping to attract new clients and retain existing ones.
Many CRM platforms, including HubSpot CRM and Zoho CRM, offer free trials. These trials allow accounting firms to test the software's features and assess its compatibility with their business processes and client management needs before committing to a purchase.
CRM software for accounting streamlines business processes by automating various tasks, such as scheduling client meetings, sending reminders, and updating client records. This automation reduces the time spent on administrative tasks, allowing accountants to focus more on strategic aspects of the business, like client advisory services and business development.