6 Best CRMs for Accountants, Bookkeepers, and Tax Professionals + Why You Need One

Most CRM software is priced per user, and some require a minimum number of users. There’s no mobile app as I write this, but honestly, the mobile site is good enough to not warrant one. On the plus side, that saves space on your smartphone and eliminates the need for constant updates, and you can always create a web app on your phone’s home screen if needed. Integrations include Aircall, Databox, Gmail, Google Calendar, GoToWebinar, Microsoft, Slack, Typeform, WordPress, and Zoom. You can link Hubspot to a paid Zapier account to integrate with over 1,000 other apps.

What kind of businesses use TaxDome?

1. To better manage client relationships during this period, the company implemented TaxDome.
2. Those needing more workflows or who want automations or email tracking will need to opt for the mid-tier Advanced plan for $29 per user per month with annual billing.
3. As a sales and CRM powerhouse, Salesforce integrates with over 1,000 other platforms.
4. HubSpot is one of the best-known CRMs on this list and is used by businesses across many sectors looking to supercharge their lead generation and sales pipeline.

Nimble and Liscio are good CRM alternatives, but they are missing a few features that the more complete packages, such as TaxDome and Method CRM, have. The best thing about Accelo is that it can replace a lot of tools and centralize the work and company information in one place. Customers love that Accelo simplifies their processes by replacing multiple different apps. Their software has a clean design that is up to date and easy to use. Let’s take a quick look at Insightly’s key advantages and disadvantages — and what users have to say about it.

Best CRM software FAQs

Insightly offers phone and email support, as well as paid onboarding and low-code setup, both at a hefty price tag. Basic support gives a 24-hour response during business hours, whereas for 20% of your Insightly investment (a minimum of $3,000 per year), you can get a four-hour response time 24×5. While this may work great a beginner's tutorial to accountant credentials for Enterprise customers, it’s not all that friendly of a support option for small businesses. While Zendesk Sell has no free plan, its trial lets you test out each plan level, including its highest tier with task automation, prospecting, sales forecasting, goals tracking and deal scoring. For a CRM to lock its deal scoring behind its most expensive plan is unusual—some offer lead scoring for free.

Zoho CRM

Also, Insightly’s reporting function can work with Microsoft Power BI to create advanced custom dashboards and reports, helping you measure and plan your sales productivity. Insightly is a great CRM system for managing complex sales pipelines, as you’re able to customize contact data fields, sales funnel stages, and more. Furthermore, there’s an in-built calling tool with a recording feature that automatically updates customer communication records. We also like that when it comes to support, there is a toll-free number, along with a direct email for getting directly in touch should the need arise for some help.

Best for Lead Management

Her areas of expertise encompass content creation, social media strategy, search engine optimization (SEO), email marketing and customer relationship management (CRM) implementation. Teajai's educational background includes degrees in business administration, psychology and management, providing her with the vertical balance sheet a well-rounded foundation for her marketing career. With her track record of success and deep understanding of digital marketing, Teajai continues to be a sought-after expert and thought leader in her field.

Your experience may vary, of course, but my time with the support team was pleasant. Nimble has what I consider to be a pretty robust customer support system. It has a customer care section with articles and videos to help you understand and use its product.

That’s great if you want to use the full Zoho suite of tools, but for others, it can be limiting. Platforms such as Salesforce offer a greater range of flexibility through app marketplaces. AlternativesGetting set up on Apptivo can be challenging what is r programming language introduction & basics and take some time. Platforms like HubSpot and Workbooks will make it easy to get set up and going quickly, making them ideal if you need to start benefiting from a CRM as soon as possible.