Best CRM software for accountants

By | Writer

Streamline your workload and build stronger client relationships with the best CRM software for accountants


It was once believed that Customer Relationship Management (CRM) systems were only helpful for law firms, or for big businesses like Amazon. Not anymore!

Yep. As it turns out, all industries can benefit from good CRM systems used well – and accounting is no exception. More and more accountants are using CRM software to win new clients and maintain a large, complex database of customer relationships. A CRM can help you reduce costs, increase your team’s efficiency, and improve the quality of your engagement with your network.

So what are you waiting for? We’re breaking down the best CRM software for accountants, Read on for our top picks, or dive into the table below to jump to our reviews of each CRM provider.

And if you’re already set on a CRM to help boost your accountant business, look no further. Click on the thumbs below or simply fill out our short form and we’ll match you with a top CRM provider, so you can start comparing quotes – free of charge.


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CRM softwareWhat we love about itFree trial available?Star ratingRead more
SalesforceVersatility and all-round excellenceSalesforce review
InsightlySuperb social media integrationInsightly review
Microsoft Dynamics 365Insightful real-time reportingMicrosoft Dynamics 365 review
HubspotEasy to use, good looking interfaceHubspot review
ZohoLow prices!Zoho review

best CRM software for accountants

CRM software can account for the serious growth of your business


Best CRM softwares for accountants

There are many great CRM softwares on the market, but some offer a stand-out service to accounting firms. They are: Salesforce, Insightly, Microsoft Dynamics 365, Hubspot and Zoho.

  1. Salesforce
  2. Insightly
  3. Microsoft Dynamics 365
  4. Hubspot
  5. Zoho

Salesforce

Best all-rounder

If you’re after a CRM system that’s highly customisable, versatile and well-trusted then look no further. Whatever you want from your CRM system – reporting, forecasting, managing marketing campaigns – you can make Salesforce work for you.

Supplier Rating:
Salesforce review >

Salesforce pricing

SuitePopular featuresCost
Sales CloudSalesforce’s most popular CRM product. Sales automation with data capture, lead management and workflow automation.From £20-£240/per user/per month
Service CloudBuild strong and lasting customer relationships.From £20-£240/per user/per month
Marketing CloudEngage and retain customers across email, web and social media.Contact supplier
QuipImprove your team’s productivity with a centralised information management hub.From £8-£20/per user/per month
Einstein AnalyticsUser data to gain better business insights. Improve productivity and profit.From £60/per user/per month

Pros:

  • Huge, global brand suitable for businesses of all sizes
  • Range of industry-specific CRM solutions

X Cons:

  • One of the more expensive options on the market


Insightly

Best for social media integration

Over 7,000 accounting firms worldwide trust Insightly to help them connect with new and existing customers, and it’s easy to see why. Clever and precise social media tracking links you with potential leads, while organising interactions improves existing client engagement. Insightly integrates seamlessly with popular accounting apps, including QuickBooks Online and Xero.

Supplier Rating:
Insightly review >

Insightly pricing

EditionKey featuresCost
Free Try Insightly on a small scale before commiting to a paid plan – up to two users.Nothing!
Plus100,000 records, 50 custom fields, mobile CRM app£22/user/month
Professional250,000 records, 100 custom fields, custom dashboard, role-based permissions£37/user/month
PlusUnlimited records, 200 custom fields, unlimited shareable insight cards, dynamic screen layouts£75/user/month

Pros:

  • Try before you buy; free for up to two users
  • Strong customer support

X Cons:

  • Set up and user experience (UX) can be clunky


Microsoft Dynamics 365

Best for real-time reporting

Microsoft Dynamics 365 provides CRM solutions for a number of industries and have tailored solutions for accounting. Understanding that businesses need to stand out from their competition and offer their customers a better service, Dynamics 365 is easy to use and can help save your business time and money. With the option to make target marketing campaigns and easy integration with other software, Dynamics 365is a great choice for both new and existing businesses looking to benefit from CRM.

Supplier Rating:
Dynamics 365 review >

Microsoft Dynamics 365 pricing

EditionKey featuresCost
Dynamics 365 for Sales ProfessionalLead and opportunity management for sales, ability to log quotes, orders and invoices, real-time sales reports (limited) £49/user/month
Dynamics 365 for Sales EnterpriseAbility to monitor competitors, and log sales goals, social engagement tracking, mobile offline sync, real-time sales reports£71.60/user/month
Customer Engagement PlanCustomer service tracking, field service management, social engagement tracking, real-time sales reports£86.70/user/month
Microsoft Relationship SalesLinkedIn sales navigator enterprise, mobile offline sync, social engagement tracking, real-time sales reports £90.91/user/month

Pros:

  • Flexible, cloud-based solution ideal for big teams
  • Handy integration with the rest of your current office and accountancy tools

X Cons:

  • Call logging can be time-consuming

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Hubspot

Best for ease of use

Hubspot is a really good-looking CRM platform. It’s simple to use, and easy to leave notes about clients and follow-up actions. Their online courses mean you’ll be a CRM pro in no time, and customers also praise their attentive customer service team.

Supplier Rating:

Hubspot pricing

EditionKey featuresCost*
FreeLead analytics dashboard, contact management, Facebook lead adsNothing!
StarterForms, contact and company insights, phone and email supportfrom £42/month
BasicSEO and content strategy, mobile optimisation, social media monitoring from £165/month
ProfessionalEmail marketing, calls-to-action, A/B testingfrom £665/month
EnterprisePredictive lead scoring, custom revenue reporting, event-based segmentationfrom £1,960/month

* Note that price varies according to number of database contacts, rather than number of users.

Pros:

  • Simple, visually pleasing social media monitoring streams
  • Offers free marketing courses to upskill your staff

X Cons:

  • Reporting is lacking compared to other CRM software

Zoho

Best for your budget

Zoho is an excellent CRM software that’s generally favoured by startups and smaller companies. That said, some of the largest companies in existence – including Amazon – are huge fans. It’s one of the most popular CRM systems available, and with good reason. Real-time sales forecasting, automated lead management and integration with Google apps makes Zoho a firm favourite across all industries.

Supplier Rating:
Zoho review >

Zoho CRM pricing

EditionKey featuresCost
FreeEverything you need to kick-start your small business — for up to three users.Nothing!
Standard Sales forecasting, charts and KPIs, webforms£14/user/month
ProfessionalEmail integration, social CRM, Google AdWords integration£24/user/month
EnterpriseAI conversational support, multi-user portals, anomaly detectors£36/month/user
UltimateFree Premium support, enhanced storage, email sentiment£85/user/annually

Pros:

  • Easy to set up and use
  • Powerful analytics and reporting

X Cons:

  • UX at times leaves something to be desired

Next steps

This article has given you a taster of the capabilities of six of the best CRM systems for accounting firms available today. However, with each system offering its own unique features, and some opting to price ‘per user’ and some ‘per number of contacts’, it can be hard to know where to start when it comes to comparing prices.

That’s where we can help. Simply fill in this short form to receive no-obligation, tailored quotes from up to four suppliers – completely free of charge. Why spend ages trawling through other websites when you can get the answers delivered straight to you?!


FAQs

What is CRM in accounting?

Click the video to learn about what a CRM can do for your business


In the same way that accounting firms take financial details and turn them into readable, detailed reports, CRM software can do the same for your customers – taking their details and information about their habits to make managing your customer relationships easier, quicker and more efficient.

CRM software can be combined with a number of accounting specific programmes to streamline your operations and make your business, large or small, more efficient.

Does a CRM integrate with my accounting software?

The best CRM systems offer a wide range of integrations with the programmes you use on a daily basis. Many of the best CRM systems for accounting work hand in hand with some of the most popular software for accountants, such as Freshbooks and SageOne.

What are the benefits of CRM integration?

Syncing up your CRM with your accounting software lets you automate your workflow and store all your customers’ details in one place.

Integrating a CRM into your current accounting software makes it easier to turn new leads and contacts into clients. When you close or convert an opportunity in Salesforce CRM, it can automatically generate an invoice in your accounting software. Which makes things simple, and leaves you more time to do what you do best – grow your business!


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Rob Binns Writer

Rob writes mainly about the payments industry, but also brings industry-specific knowledge of CRM software, social media monitoring, and invoice finance. When not exasperating his editor with bad puns, he can be found relaxing in a sunny corner, with a beer and a battered copy of Dostoevsky.

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