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Free CRM for Accountants

Manage clients, documents and invoices with EspoCRM

Accounting is one of the fundamental cornerstones of every business. Financial reports tells the story of the company – its profits and losses, earnings and debts, tax expenses, and assets available for future growth. No matter whether you run your own accounting company or work as a part of an accounting team in a large corporation, handling financial records and preparing reports isn’t the only thing you have to do. Often, your work requires also dealing with client communication, managing numerous appointments, and keeping track of bottomless piles of documents. However, a CRM solution can reduce the number of tedious tasks and improve relationships with your clients. The software helps to centralize data about all clients, your interactions and communications with them, financial transactions, taxes, etc. It also stores all the needed documents, automates the generation of new leads, and streamlines routine administrative operations. With the help of the CRM platform, you gain the ability to create targeted marketing campaigns, stay informed about all the tasks or upcoming activities, and integrate it with the other apps you use to keep your business data fresh, clean and up-to-date.

Scheduling & Event Management

  • Schedule Meetings, Calls, Tasks, and Custom Events in Calendar
  • Select a preferred Calendar Mode – Month, Week, Day or Timeline
  • Set up email & in-app reminders for the upcoming tax season
  • Create Shared Calendar Views to monitor the work of your team
  • Keep events and attendees in sync with Google & Outlook Calendars (add-on)

Centralized Document Storage

  • Store all Documents in one place
  • Use Document Folders and Search Filters to sort documents
  • Create Documents out of Email Attachments
  • Link Documents to the related customer profiles
  • Attach Documents to the outbound emails

Better Client Data Management

  • Collect information about Contacts, Leads & Accounts
  • Customize Entities, Fields, Layouts to store even more data
  • Store Multiple Phone Numbers and Email Addresses
  • Use Search Filters to find needed client profile quicker
  • Stay updated about the changes by Following records
  • Sync contact records with Google & Outlook (add-on)
  • Control access to the client data with Security Roles
  • Import & Export client data easily
Accounting Contacts

Sales Funnel Management

  • Customize the stages of your Sales Pipeline with Entity & Layout Managers
  • Track the progress of each Sales Opportunity
  • Automate the creation of Quotes, Sales Orders and Invoices (add-on)
  • Make use of Multiple Currencies
  • Automate sales follow-ups and sending tax reminders with Workflows and BPM (add-on)
  • Gain real-time sales or tax analytics with Reports (add-on)
  • Create the Product Catalog of the services you offer (add-on)
Accounting Opportunities

Unified Inbox & Data-driven Marketing

  • Track the history of email communication with clients
  • Send Outbound emails from your CRM instance
  • Sort incoming emails with Email Folders & Filters
  • Create Email Templates for marketing campaigns and auto-replies
  • Send personalized Campaigns with Target Lists
  • Create Custom Reports to update Target Lists automatically (add-on)
  • Embed Tracking Links to monitor the effectiveness of campaigns
  • Keep marketing target lists in sync with Mailchimp (add-on)
Accounting Marketing

Improved Customer Support

  • Use Knowledge Base for adding useful articles
  • Create Customer Portal to give clients access to data in CRM
  • Use Portal Roles to define access to the needed data
  • Let your clients create Cases to ask questions and notify you about the issues
Accounting Knowledge Base

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