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Most accounting firms deal with heaps of software on a daily basis that ultimately make up their tech stack. All of which help accountants manage and organise numbers and client data. However, rarely do any of these help with actually looking after their clients. This is where accountants need help… and where a Customer Relationship Management software or CRM comes in.

CRM is technology that streamlines and automates the manual processes of customer service. Thus, it frees up time and allows accountants to actually focus their attention on creating more personalised experiences for their clients. So if clients are nurtured and looked after, loyalty becomes a no-brainer for them (aka customer retention!).

While not all CRM tools are created specifically for accountants, CRM is still essential for them and here’s why:

Better centralised client info management

Accounting firms will typically have multiple clients at a time. Each with varying client journeys. With a CRM in place, accountants will be able to store data and numbers into one centralised area. Whether it’s leads, referrals, partners, or clients — everything will be super organised. So that information can be easily accessed at any time.

Faster follow-ups and closing of leads and referrals

Do you lose track of your lead stages and follow-ups? Because a CRM tool can help you avoid this. This is because it helps with streamlining AND automating tasks so that you can stay on top of every lead’s progress regardless of the stage they’re at.

With multiple prospects going through the same sales cycle at a time, you will be able to keep your pipeline under control. You can see exactly where they are or where they’re stuck, and if needed, you can give them a nudge and close them faster.

Aside from this, integrating your accounting software or entire tech stack with a CRM can improve your accounting firm’s productivity and increase efficiency.

Stronger marketing campaigns

Accounting firms need a CRM to improve their Marketing campaigns. A CRM tool will help automate email campaigns where teams can set triggers to send out automatic responses or create tasks, like assigning someone to call a lead and creating a deadline for it.

These are only some of the areas where having a CRM tool in place improves the lives of accountants.


If you would like to know more about how to grow your practice through a strategic CRM implementation that supports your Sales and Marketing, improves internal processes, and strengthens customer relations, then reach out to us. We can craft solutions that are aligned with your goals and suitable for your business.