That’s a lot of professional accountants! How does one of them stand out and build a trusted clientele?
What Is Customer Relationship Management?
The right CRM will give you the management tools you need to easily store contact information, create automated marketing campaigns, get more accounting leads, and streamline many business processes. Other business. The question is, which CRM is best for your business?
In this article, we analyze the five best CRMs for bookkeepers and bookkeepers and assess experts. This way, you’ll be able to choose where to spend your difficult-earned cash.
3 Reasons Bookkeepers Require Client Relationship Administration (CRM) Program
Sometime recently, beginning the investigation, let’s have a conversation almost why bookkeepers ought to contribute to a CRM instrument.
There are some reasons. Once you include a client relationship administration program, or CRM computer program for brief, to your bookkeeping firm’s innovation framework, you’ll appreciate:
To begin with, of all CRM computer program makes a difference in bookkeepers’ organizing, storing, and getting client information.
When was the final time you talked to this individual? Would you like to contact them and offer to assist them in paying their charges this year?
CRM will assist you reply these questions
A suitable CRM solution can also help with lead management. When you easily reach every lead in your sales pipeline, you convert more leads into paying customers. Why don’t you? You will know exactly when to contact them and what to say.
CRM software also allows you and the rest of your accounting firm to be more efficient. Indeed, the best CRMs include automation, which can really speed up the workflow. Imagine how much more productive you will be when your CRM system of choice updates your customer records for you after talking with a longtime customer. Or automatically send pre-written email communications to people who fill out your website forms.
CRM can eliminate many manual tasks, freeing your team to focus on more important tasks.
Better Customer Experience
You are a CPA, not a marketing professional.
Not implementing the latest advertising strategy.
However, you have a business to run. And businesses need customers, which means it always needs a bit of marketing. One of the best ways to minimize the time you spend on marketing tasks is to retain more customers than you currently have.
With a quality CRM, you will be able to improve the customer experience for each of your customers, increasing the likelihood that they will use your services again in the future.
FIVE Best CRM Software For Accountants, Bookkeepers, And Tax Professionals
There are many CRMs out there for accountants like you. Which is worth the investment?
1. Close CRM
Close is the CRM of choice for thousands of high-growth businesses, including many accounting firms. Whether you’re looking to manage customer relationships more effectively or create in-depth email marketing campaigns, you can do it with Close, and you won’t have to put up a second mortgage. Close is one of the more affordable apps on this list.
Benefits of Close CRM:
- Close is very user-friendly. Say goodbye to difficult learning paths and focus on what really matters – helping your clients solve their financial problems. We provide referral support and plenty of materials to make your life easier.
- Personalization: Close and personalize it. Create custom fields and activities for more efficient contact management and keep your customers happy.
- Take advantage of premium features, such as workflow automation tools, professional email templates, and sales forecasting capabilities that streamline every process.
- Analyze detailed reports covering all the metrics you care about (and none of the metrics you don’t). Learn about new leads, interact with existing customers, and more.
- Stay connected with other tools you already use and take your productivity to the next level. Close integration with Quickbooks, Zoom, and thousands of other apps.
Disadvantages of Close CRM:
- If you are looking for a free CRM platform, Close is not the tool for you. We do not offer a free plan. (Although we do offer a 14-day free trial, and it’s very affordable.)
- Close is designed to help accounting firms and other small businesses sell. While we can assist you, if you need a CRM system just for customer support, Close may not be the right solution.
2. HubSpot CRM
Next up is HubSpot CRM, one of the most popular CRMs out there. Users love this CRM platform because of its rich functionality. Users can optimize customer data, manage customers, and many critical sales and marketing processes.
This review focuses on HubSpot CRM. Other HubSpot tools will not be mentioned.)
Benefits of HubSpot CRM:
- HubSpot CRM can be used for free but with limited functionality. (See below.)
- Has a HubSpot CRM mobile app, which means users can access customer data and other essential sales information, as well as email marketing campaigns, on any device.
- HubSpot CRM includes a wide range of useful features, such as appointment scheduling, email marketing, sales process management, and payment processing.
- HubSpot CRM integrates with many tools that CPAs frequently use, such as NetSuite, Quickbooks, and Xero.
Cons of HubSpot CRM:
- HubSpot CRM is free to use, great! Unfortunately, its free plan is extremely limited. Most accountants will need to upgrade to a paid plan as soon as possible.
- HubSpot CRM is also not very customizable. If you want to customize your CRM solution to meet your exact needs, HubSpot is not the best choice.
- It can be expensive if you need more features than their free features.
HubSpot CRM pricing:
HubSpot CRM is completely free. If you want access to the company’s sales and/or marketing department, you’ll have to shell out a bunch of cash. Prices range from $45 to $1,200 per month, depending on the features you need access to.
Zoho is one of those “do it all” companies.
Need a new email service provider? Get Zoho. Want a reliable video conferencing solution? Get Zoho. Maybe you need a file management tool or web analytics solution. Get Zoho. Zoho also has solutions for a wide variety of sales, marketing, and customer support needs. But here, we will focus on Zoho CRM.
Benefits of Zoho CRM:
- Zoho CRM is known for its user-friendliness. For example, users can quickly upload data from various spreadsheets directly to the platform, saving a lot of time.
- Zoho CRM is quite customizable. Users with specific requirements for their CRM will appreciate how easily they can tailor Zoho CRM to their preferences.
- With Zoho CRM, users can take advantage of the platform’s built-in automation. Accelerate various sales and marketing tasks by letting Zoho do them for you.
- Zoho integrates with a wide variety of sales, marketing, and accounting applications. Best of all, it offers seamless integration with Zoho Books, a solid Quickbooks alternative.
Cons of Zoho CRM:
- Zoho CRM has a free tier but doesn’t offer many features.
- Some of Zoho’s most compelling features are referred to as “add-ons.” Since users have to pay extra to access these “add-ons,” Zoho can get expensive.
Zoho CRM pricing:
Get started with Zoho CRM for free. When you need access to enterprise features, it will cost you $14 to $52 per month, billed annually. (Note:
As mentioned above, some “Add-ons” cost more. Visit Zoho’s website for more details.)
Insightly is one of the best CRM systems for accountants.
With it, users can unify their sales, marketing, and customer support teams, ensuring everyone is working toward common goals. When it comes to CRM-specific features, Insightly has the tools accountants need to streamline critical processes. Let’s talk more about that…
Benefits of Insightly:
- Insightly comes with built-in lead routing features. This means users can send content to potential customers at the right time and then assign follow-up activities to specific employees.
- Insightly also has a lot of automation capabilities.
- With Insightly, users can create custom dashboards to track any metric.
- Easily store customer data, then use it to learn more about your target audience.
- Insightly takes security very seriously. Users never have to worry about customer data, thanks to data encryption, SOC 2 Type II compliance, and two-factor authentication.
Cons of Insightly:
- Although Insightly offers customer support tools, they are not a high-level solution.
- The top level of Insightly is very expensive. If you want access to premium features for sales, marketing, and customer support, you will have to pay a large amount of money per month.
Insightly offers a 14-day free trial. After that, prices range from $29 to $99 per month, billed annually. (Note:
These rates only allow users to access CRM features.)
5. Piping drive
Pipedrive is another leading CRM platform. What makes it so popular is its commitment to intuitive design and eye-catching visuals. Users can easily store customer data, manage customer interactions, automate various parts of the sales process and run reports, and enjoy crisp, clear images that help Simplify critical decision-making tasks.
- Pipedrive is a flexible tool. Users can create custom fields, filters, activities, and reports to meet the specific needs of their accounting firm.
- As mentioned above, Pipedrive is quite intuitive. This makes it easier for tech-savvy accountants to use while allowing all users to better understand their data.
- Pipedrive has a powerful email marketing suite. Users can create beautiful messages using templates and then automatically send them when specific criteria are met.
- Pipedrive’s analysis features are also well-designed. From email notifications to custom reports, Pipedrive helps users understand their customers.
Disadvantages of Pipedrive:
- Pipedrive does not offer a free plan. To use it, you will have to pay a monthly fee.
- Although Pipedrive integrates with accounting applications such as QuickBooks and Xero, it does not integrate with other applications such as Freshbooks, Zoho Books, and Sage.
- Tends to be more suitable for business users, meaning small businesses may not get the support/features they really need.
Users spend between $14.90 and $99 per month to use Pipedrive. The more they pay, the more features they get. (Note:
How to choose the right CRM accountant
Now all you have to do is choose one.
What are others saying about this tool?
Before buying a CRM system, read reviews. Like, a lot of them.
But past and current users will tell you for sure. They can also identify specific features that you don’t need.
“That’s the purpose of free trials,” you say. Well, we agree with you, for the most part. But you can’t fully test a tool for 7-14 days, which is the length of most free trials. You also probably won’t learn much about each tool’s customer support team.
So take advantage of sites like G2 and Capterra and read as many reviews as you can. We also recommend asking your social media followers for feedback.
What is my budget?
CRM will help you grow your organization, increase productivity, and provide a better customer experience. And all of these can help improve your company’s bottom line.
But you don’t want to stretch your budget for this kind of stuff. Why not? Because you are not! CRM solutions like Packing pack a serious punch without the need for hands and feet in return. You’re better off using one of these platforms, even if they don’t have all the features on your wish list, than paying too much for something else. You will regret it in the end.