6 Best CRM Systems for Accountants & Bookkeepers

The world of books is a complex one and it can be difficult to keep track on all the different systems, rules, contracts and processes. With so much information to grasp, you need an efficient system that will help reduce stress for your company. Here’s what we recommend in this list of six CRM Systems for Accountants & Bookkeepers:

The “accounting firm crm software” is a tool that can be used by accountants and bookkeepers to manage their business. The 6 best CRM systems for accountants and bookkeepers are as follows: Zoho, Salesforce, Microsoft Dynamics, SAP SuccessFactors, Oracle Eloqua, and Sage CRM.

Accounting-specific customer relationship management (CRM) software is meant to enable accountants, bookkeepers, and finance employees handle invoicing and billing from a single location. Payment processing, tax calculations, access to open balances, subscription administration, and financial report production are all essential elements. Based on cost, functionality, and support, we compared several CRMs for accountants and bookkeepers.

The following are the top six CRMs for accountants and bookkeepers:

• Because of its in-app invoicing, quotations, configure, price, quote (CPQ) capabilities, and smooth connection with third-party applications, Zoho CRM is the best overall CRM for accountants and bookkeepers.
• HubSpot is the best free CRM and is ideal for organizations who want a CRM that works in tandem with their current accounting software.
• Bitrix24: A full CRM system for sales, marketing, and project management, as well as ecommerce features, is ideal for users.
• Pipedrive is a great option for accountants who want to see their finances and transaction phases visually.
• Freshsales: A good solution for consumers who want a CRM with a feature-rich in-app telephone system.
• CRM Capsule is a basic CRM program that is recommended for new users.

Zoho CRM: Best Overall CRM for Accountants & Bookkeepers

Zoho CRM

4.44 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• The user interface is simple and straightforward.
• Ability to effortlessly interface with Zoho Finance Suite and other Zoho business tools for centralized data management, as well as third-party applications
• Allows users to make invoices, quotations, sales orders, and purchase orders directly from the app.

What Isn’t There

• The only way to get 24/7 service is to buy an Enterprise support package.
• The free plan is restricted to three users and has limited features.
• Storage capacity is limited; an add-on for extra monthly storage is required.

A Quick Look at Zoho CRM Pricing*

• Up to three users are allowed on the free plan.
• Standard: $14 per month per user
• Professional: $23 per month for each user
• Enterprise: $40 per month for each user
• Ultimate: $52 per month per user
• 15-day free trial

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

Zoho CRM is a feature-rich CRM that is simple to set up and use, and it is part of the Zoho family of business solutions. It has capabilities that accountants and bookkeepers need, such as the ability to generate estimates, invoices, and purchase orders, as well as the ability to create product inventories and manage subscriptions for recurring customers.

While it has the essential financial tools, Zoho’s true value comes from its ability to interface with the Zoho Finance Suite. It integrates with Zoho Books, Zoho Subscriptions, and Zoho Expense, allowing users to input data in one app and sync it across all platforms. Users may handle quotations and invoicing, produce financial reports, process payments and subscriptions, and precisely calculate taxes using these interfaces.

Zoho CRM includes interfaces with other popular accounting software, such as QuickBooks and Xero, for individuals who don’t utilize other Zoho products.

One thing to keep in mind is that Zoho’s free plan has certain limitations. HubSpot or CRM Capsule are two options for those looking for a free CRM with a lot of features. The free HubSpot plan includes lead generating and marketing capabilities, as well as an invoice template generator. Meanwhile, CRM Capsule has both basic and advanced capabilities, including as sales tools, opportunity management, and Zapier connectors with over 1,000 applications.

Features of Zoho CRM

Integration between Zoho CRM with Zoho Invoice. (Photo courtesy of Zoho)

• Using the features of CPQ and subforms, create auto-populated invoices.
• Create an invoice that is auto-populated with the agreed-upon terms and can be exported as a PDF and sent.
• View order details, shipping status, and outstanding amounts.
• With customisable dashboards, you may compare your regular spending.
• Get real-time stock information that updates with each order.
• Look through the history of your transactions and the dates of your subscription renewals.

Check out our Zoho CRM review to learn more about the platform’s other features.

Go to the Zoho CRM website.

The Best Free CRM for Accountants is HubSpot.

HubSpot

4.28 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Plan upgrade costs and allocation for unlimited users only apply to customers who need access to premium services.
• A free invoice template generator is included.
• Multiple currencies are recognized by sales tools.

What Isn’t There

• Extra marketing, sales, and customer support tools need an additional expense.
• Lack of flexibility in the pricing model, which necessitates a minimum number of users for premium plans, making plan upgrades prohibitively costly.
• Some integrations come with extra monthly costs.

A Quick Look at HubSpot’s Pricing*

• Plan 1: Supports an infinite number of users. Plan 2: Supports an unlimited number of users
• $45 per month for two paying users** in the Starter Sales Plan.
• $450 per month for 5 paying users** in the Professional Sales Plan
• $1,200 a month for ten paid customers on the Enterprise Sales Plan

Add-ons:

• Extra paid user: $23 per user is the starting price.
• $45 per month for the Starter CRM Suite

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

**While unlimited free users may only browse databases, read reports, and conduct basic administrative chores, paid plan customers have access to productivity tools.

HubSpot CRM is a free CRM service that integrates with a variety of accounting and bookkeeping software, including Xero, QuickBooks Online, and Sage Accounting. It also works with well-known payment systems like Stripe and PayPal.

HubSpot provides CPQ tools that allow you to generate estimates for orders fast and precisely, as well as track the sales success of various goods. Its sales analytics reports also provide users with valuable information on the state of their sales funnel.

While HubSpot’s free plan has several useful features, those who need more sophisticated capabilities will need to upgrade. However, its price structure is rigid and not the most cost-effective. Its most expensive plans cost between $450 and $1,200 per month. Zoho CRM, CRM Capsule, and Bitrix24 are three options for those looking for more economical and flexible subscription services.

Features of HubSpot

The HubSpot-Xero connection enables automated synchronization of client information. (Image courtesy of HubSpot)

• Custom form fields are available to collect the specific invoicing information they need.
• Personalized mass emails may be used to send bills or payment reminders in masse.
• Has an online document library where users may keep contracts and account statements.
• Through its universal inbox, collect and manage client interactions through email and live chat in a single shared inbox.
• Allows customers to create a product library, report on the sales performance of various items, and utilize the data to determine which products and services are the most popular.
• Allows for electronic signatures on quotations, removing the need to print and deliver paper copies to consumers.

Check out our HubSpot review to learn more about the platform’s other features.

Go to HubSpot.com to learn more.

Bitrix24: The Best All-in-One CRM for Multidisciplinary Teams Bitrix24 is the best all-in-one CRM for multidisciplinary teams.

Bitrix24

4.26 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Ability to directly generate quotations and invoices from the system
• Project management, marketing, and sales automation are among the many functions included.
• Has a function that allows customers to handle their Ecommerce funds straight via their online business.
• Numerous communication modes, including phone, social media messaging applications, and live chat, are available from inside the CRM.

What Isn’t There

• The number of users on paid plans is limited.
• Because the interface is sophisticated, there is a learning curve.
• Storage space on the internet is limited.

A Quick Look at Bitrix24 Pricing*

• Free: Supports an infinite number of users.
• $19 per month for two users with Start+.
• CRM+ costs $55 per month for a total of six users.
• $55 per month for 24 users with Project+
• For 50 users, the standard price is $79 per month.
• Professional: $159/month for an unlimited number of users
• 15-day free trial of premium plans

*The aforementioned pricing options are for Bitrix24’s cloud-hosted plans, which are invoiced on a yearly basis. Subscriptions are also available on a monthly basis for a little higher price.

Bitrix24 is a complete CRM system that includes invoices and quotations, as well as other useful features for certified public accountants (CPAs), accountants, and accounting experts. It also enables customers to instantly sync financial data with their current accounting software, such as Xero or QuickBooks.

Hosting an online shop directly from their Bitrix24 account—allowing customers to conveniently handle finance-related operations such as processing payments, conducting stock inventory, and stock keeping unit (SKU) monitoring—is one of the unique capabilities it provides that is normally not present in other CRMs.

It also provides powerful sales management solutions, such as sales intelligence tools that provide data on client acquisition expenses and marketing ROI (ROI). Users may view sales patterns and anticipate revenues using its analytics reports. Additionally, its sales reports can identify top customers, compare financial periods, and evaluate advertising expenditure and ROI.

Because of its comprehensive and feature-rich dashboard, Bitrix24 has a learning curve. CRM Capsule is a good option for accountants and bookkeepers that want a basic CRM. It’s a no-frills CRM that’s simple to use and manage, making it perfect for even inexperienced users.

Features of Bitrix24

The invoicing feature of Bitrix24. (Image courtesy of Bitrix24)

• Calendar synchronization with Outlook or Google calendars to remind you of recurring bills or crucial billing dates, as well as schedule activities.
• For faster billing and payment transactions, save payment data such bank accounts, routing codes, and tax IDs with each contact.
• Allow customers and clients restricted access to read or download documents stored in the Bitrix24 system, such as contracts and invoices.
• Users may produce invoices without leaving the Bitrix24 environment thanks to a free Xero connection.
• Workflows that are pre-populated with five business operations, such as expenditure reports and purchase requests, are included in the automated workflows.

Check out our Bitrix24 review to learn more about the platform’s other features.

Bitrix24 is a website that you should check out.

Pipedrive CRM (Customer Relationship Management): Best for Visual Pipelines & Prioritization Tools

Pipedrive CRM (Customer Relationship Management)

Overall rating: 3.99 out of 5 Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Excellent visual representation tools that assist users in identifying the most important activities.
• Revenue prediction reports are available.
• Live chat help is available 24 hours a day, 7 days a week.

What Isn’t There

• There is no free plan available.
• There is no built-in invoicing tool, and only Xero and QuickBooks are supported.
• Phone help is limited.

A Quick Look at Pipedrive Pricing*

• $12.50 per month per user is required.
• Advanced: $24.90 per month for each user
• Professional: $49.90 per month for each user
• Enterprise: $99 per month for each user
• 14-day free trial

Add-ons:

• $32 per month for Lead Booster
• $41 per month for web visitor analytics

*Based on a yearly billing cycle. Except for the Enterprise package, monthly subscriptions are also available.

Pipedrive provides precise visual pipelines that show where each transaction is in the process. This feature allows teams to see which accounts to prioritize at a glance while also ensuring that no leads or prospects fall between the cracks.

It interfaces with a number of major financial management programs, including QuickBooks and Xero, allowing users to produce and submit invoices straight from the Pipedrive platform.

Pipedrive’s higher-priced service plans include a recurring revenue feature to manage billing plans and payment schedules. It Revenue prediction reports are available. that let users predict turnover and sales growth. The system also reflects customer payments that come in multiple installments, letting users project revenues accurately.

Pipedrive does not have a free plan or invoicing capabilities built-in. Users who do not have the financial means to pay for a subscription plan might look at HubSpot CRM or CRM Capsule instead. Zoho CRM or Bitrix24 are excellent options for those that want built-in invoicing features.

Features of Pipedrive

Integration between Pipedrive and Xero (Source: Pipedrive)

• When used with Xero or QuickBooks, automatically syncs client contact information to avoid duplication.
• Customize reports with custom fields and filters for comprehensive information on income, deals, activities, and leads.
• Create bespoke product catalogs that include price, product length, and remarks.
• Send Slack alerts, initiate emails, and construct templated processes using workflow automation tools.
• Has excellent email tracking capabilities, enabling users to be alerted when an email is received, opened, and read.

Check out our Pipedrive review to learn more about the platform’s other features.

Go to Pipedrive.com.

Freshsales is the best app for in-app calling with plenty of features.

Freshworks

Overall Score: 4.01 OUT OF 5 iOur score is based on our experts’ weighted analysis of hundreds of comparable items and services.

What We Enjoy

• Payments, accounting, and billing applications all have extensive connections.
• Cloud telephony with a lot of features
• Forecasting sales and estimating revenue opportunities

What Isn’t There

• The free plan offers restricted features.
• File storage limit per user
• There is no way to access data offline.

A Quick Look at Freshsales Pricing*

• Plan 1: Supports an infinite number of users. Plan 2: Supports an unlimited number of users
• $15 per month per user growth
• Pro: $39 per month, per user
• Enterprise: $69 per month for each user
• 21-day free trial

Add-on:

• CPQ (Configure, Price, Quote): $19 per month, per user

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

Freshsales is a strong CRM that interacts well with accounting software like QuickBooks, Xero, and Revv, enabling users to consolidate all of their customer and financial data in one place. It has task workflows that allow users to automate actions like changing data, sending emails, and creating recurring bills.

Users may buy an add-on CPQ capability from Freshsales to produce company-branded papers such invoices, quotations, onboarding paperwork, and contracts. It provides users with accurate pricing while delivering bids or invoices. Users may also use the system to transmit papers to clients and track changes on the activity timeline.

Freshsales’ free plan is lacking in key features and is mostly confined to contact management and email. HubSpot or CRM Capsule are two free CRMs that include a lot of features.

Freshsales Highlights

The invoicing dashboard on Freshsales (Source: Freshsales)

• Freshsales automatically translates the exchange rates for over 150 different currencies.
• Allows users to automate complicated business operations such as email triggers, quick alerts, and monitoring of user activity.
• Create and distribute reports on all aspects of your company, such as sales metrics, territory reports, and pipeline development; users may even preview reports before they’re run to see how the data is portrayed.
• Provides a variety of forms allowing visitors to put particular requests on users’ websites, such as quotation and consultation requests, contact forms, and subscription forms.
• Document sharing, a team mailbox, and instant chat are just a few of the collaboration options available.

Check out our Freshsales review to learn more about the platform’s other features.

Freshsales is a great place to start.

CRM Capsule: Best Basic CRM for Accountants & Bookkeepers

CRM Capsule

3.93 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• The free plan has a lot of features, such free app integrations and limitless sales chances.
• Premium accounting integrations are included in paid subscriptions.
• Accounts are protected by strict user permissions.
• The user interface is simple and straightforward.

What Isn’t There

• Two users are allowed on the free plan.
• The basic paid plan does not have any user limitations.
• There is no in-app billing or quotation generating.

CRM Capsule Pricing at a Glance*

• Two users are supported under the free plan.
• Professional: $18 per month for each user
• Teams: $36 per month per user
• $54 per user, per month (enterprise)
• 30 day free trial

*Pricing is on a pay-as-you-go basis with no long-term commitments.

CRM Capsule is a no-frills CRM that’s simple, easy to use, and integrates well with some of the most popular accounting software, such as Xero and QuickBooks. Its integration with accounting software adds all paying contacts into the CRM Capsule dashboard automatically. It displays all pertinent information, including payment due dates, invoice status, and overdue amounts.

CRM Capsule enables users to gather existing client information from spreadsheets or apps into a centralized system to reduce manual entry. Connecting other popular business tools, such as Gmail and Outlook, gives users one complete view of all their client interactions.

A sales pipeline dashboard for monitoring conversion rate, sales pipeline milestones, and prediction is included in this software’s reporting features. Its comprehensive sales reporting tool gives users insight into prospects gained and lost, pipeline growth, and sales projections.

While CRM Capsule’s free plan has many helpful features, its allocation is limited to two users. It also doesn’t have an invoice and quote generator within the app and requires third-party integrations. Users who need a free plan with unlimited users can consider signing up for HubSpot CRM, while users who want in-app finance features can consider either Zoho CRM or Bitrix24.

CRM Capsule Features

CRM Capsule’s Xero integration (Source: CRM Capsule)

• In one place, you can keep track of your conversion rate, sales funnel milestones, and projections.
• Automatically syncs all relevant contact information in accounting and booking app integrations.
• Invoice and payment history data is available right in the contact card when CRM Capsule is integrated with your accounting app
• Has tight record security, limiting access to confidential records to certain users or teams.
• Admins may use security tools to restore records that were mistakenly erased.
• Tools for task management include: Set up email reminders for impending chores so you never miss a deadline.

Visit CRM Capsule

How We Evaluated the Best CRM Systems for Accountants & Bookkeepers

CRM vendors should provide solutions that cater to particular industry and user demands, such as accounting and finance experts’. We compared expenses and functionalities that are especially useful to these users, such as invoicing, producing bids, and maintaining financial statements, to find the best solutions. We also took into account other aspects such as product usability and customer service.

Because of its extensive variety of finance-related skills, Zoho CRM is the best overall CRM for accountants and bookkeepers, according to our study. From inside the app, you can create invoices, quotations, sales orders, and purchase orders (POs). It also includes CPQ capabilities and works well with other popular accounting and bookkeeping software.

The headings below offer an overview of our criteria for selecting the best CRM software for accountants and bookkeepers:

40% of the overall score

Because total expenses and numerous price choices are often the most significant factor for any small company selection, they were highly examined when evaluating the CRM providers most suited for accountants and bookkeepers. We looked at whether or not there was a free plan, different membership levels, and whether or not there were monthly pricing alternatives.

20% of the overall score

Any CRM is designed to give practical solutions for sales, marketing, customer care, and project management. We focused on aspects that we believe are essential in CRM for financial professionals, such as invoicing, billing, and payment processing.

15% of the overall score

When evaluating a software’s ease of use, we look for two things: user-friendliness and intuitiveness. We looked at whether the program is user-friendly for beginners or whether it required some prior expertise to bring users up to speed.

15% of the overall score

Assistance is an important aspect of maintaining CRM, particularly for small organizations without in-house technical support. We looked at how these companies handled customer service through live chat, email, and phone.

10% of the overall score

We analyzed existing customer evaluations on reputable websites to determine the degree of happiness current customers have, as well as any issues they often face. Our ideas and expert opinions on essential features, value for money, and popularity were also included.

*Percentages based on total score

The “crm accounting software small business” is a CRM system that allows for the management of customer information. The best CRM systems are those that can be used by accountants and bookkeepers.

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