CRM Software for Accountants - The 7 Must-Haves

Clients are the lifeblood of any accounting firm, they're the core of your work. In order to nurture each client relationship successfully, there are essential modern tools your CRM should be equipped with to effectively keep track of each relationship, maintain important client communications, store critical information, and collaborate with clients. 

What many CRM systems seem to forget is the "R," in CRM, also known as the relationships aspect. These systems are typically built for product businesses, rather than service businesses or clients. 

With that in mind, accounting firms need a CRM that will prioritize nurturing your client relationships. We're here to help you find the right CRM to fit your needs! We've compiled a list of 7 CRM must-haves your platform should be equipped with to help systemize your business. 

1. Manage business operations from one place

Accelo integrates all major components from staff, clients, work, as well as billing in one central location so everyone on your team has access to client information in real-time.

2. Automation

Manually handling your administrative efforts can exhaust ample time and energy. Make sure to select a platform that'll help you free up time, so you can dedicate time to projects and tasks that are important to you. Decrease the time you spend on grunt work, such as timesheets or scheduling, automatically capture how you utilize time with automatic time tracking and a flexible project plan. 

3. Comprehensive billing and invoicing 

Improve the way you currently manage your billing and invoicing. Track all the movements in your business with an automated time tracker. Create and design customized invoice templates and PDF invoices that highlight the value your company provides. Choose exactly which details you want your clients to view such as services, expenses, and materials.

4. Intelligent adaptive scheduling

Ability to view your team members' schedules and capacity in a central location. Discover how much each team member is being utilized, and shift work to balance out the team's utilization when necessary. Look forward and reverse to analyze peak times to strategize and replicate successful times. Check out future availability and map it to match moments in the past to optimize your team while adding efficiency. 

5. Enhanced communication

Gone are the days where letters and faxes were the top types of conversation. Your CRM should directly interact with your client correspondence. If there's any manual effort needed from you to input your client communications, it's time to upgrade your platform. Modern systems will automatically sync your contacts, emails, calendar, and store it in one location for everyone in your team to stay on the same page. 

6. Triggers

Leverage the power of triggers. With triggers you can configure rules which trigger the business process automatically, such as an email reminder or updating the status of your work to ensure you don't miss anything. 

7. Integrations

Create seamless workflows with some of your favorite must-have tools to work smarter not harder from G Suite, Office 365, Xero, Intuit Quickbooks, and more!

About Accelo

Accelo is a comprehensive Service Operations Automation solution featuring an integrated product management suite for professionals who are serious about their productivity.  To learn more about Accelo, please sign up for a free trial or demo below.  

Get 14 Day Trial of Accelo for Free



(Easy 1 Step Sign Up - No Credit Card Required - Nothing to Install)
How helpful was this page?
4.2 (Based on 18 ratings)
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue