19 Best CRM Accounting Software Reviewed In 2024
Best CRM Accounting Software Shortlist
Here's my pick of the 10 best software from the 19 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Finding the right CRM accounting software for your team can be challenging, especially with so many options on the market. However, with my experience in revenue operations and digital software, I’m confident that I can guide you seamlessly through the shopping process.
To help you get started, I tested and compared several different CRM accounting software options to source the best options available. With my in-depth reviews, I'm confident you’ll find your next CRM accounting solution designed to build on existing customer relationships and financial processes.
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Best CRM Accounting Software Summary
| Tools | Price | |
|---|---|---|
| TaxDome | From $58/user/month (billed annually) | Website |
| Insightly | From $29/user/month (billed annually) | Website |
| Liscio | From $40/user/month (billed annually) | Website |
| Akaunting | From $8/month (billed annually) | Website |
| Pipedrive | From $12.50/user/month, (billed annually). | Website |
| Capsule | From $18/user/month (billed annually) | Website |
| Financial Cents | From $9/user/month (billed annually) | Website |
| 1CRM Software | From $13/user/month (billed annually) | Website |
| Wolters Kluwer | From $10.76/company/month. | Website |
| Workbooks | From $43/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose A CRM Accounting Software
As you work through your own unique software selection process, keep the following points in mind:
- Integration Capabilities: Ensure your chosen CRM software can seamlessly integrate with your existing accounting software and other business tools. This is vital for maintaining a unified system where all client interactions and financial data are accessible in one place.
- User-Friendliness: Your software should be easy to use for all team members, regardless of their technical expertise. A user-friendly interface reduces the learning curve and minimizes errors in data entry and communication.
- Scalability: As your client base expands, the software should be able to handle increased data volume and additional users without compromising performance. A scalable CRM ensures that you won't need to switch systems as your business evolves, saving time and resources.
- Automation Features: Look for CRM software that offers strong automation capabilities to handle repetitive tasks such as data entry, invoicing, and follow-up emails. Automation can significantly reduce the administrative burden on your team, allowing them to focus on more strategic activities.
- Client Onboarding and Management: Effective client onboarding features are essential for ensuring a smooth transition for new clients. Your chosen CRM should offer tools for organizing and automating the onboarding process, such as document storage, email templates, and schedule reminders. This helps maintain consistency and ensures that all clients receive the same level of service.
Selecting the right CRM accounting software involves assessing your business's specific needs, budget, and desired features. By carefully evaluating these factors and comparing different options, you can find a solution that seamlessly integrates your accounting and customer relationship management processes.
Best CRM Accounting Software Reviews
Below is my in-depth analysis and overviews of each CRM accounting software. Each review will walk through the pros and cons of each tool, their features, and their best use cases to help you make an informed decision.
TaxDome is an advanced practice management platform designed for tax, accounting, and bookkeeping firms. It offers a range of features to streamline both internal processes and client-facing activities.
Why I picked TaxDome: TaxDome provides an all-in-one approach to practice management, which includes CRM, document management, and client communication tools. Additionally, it offers a complete suite of features tailored specifically for tax professionals, making it a secure and efficient platform to handle client interactions, document sharing, and task management.
Standout features & integrations:
Features include secure document storage, e-signatures, invoicing, client messaging, and workflow automation.
Integrations include QuickBooks, Xero, Gmail, Outlook, Zapier, FreshBooks, Mailchimp, FreeAgent, Microsoft 365, and Google Workspace.
Pros and cons
Pros:
- Workflow automation
- Secure document storage
- Comprehensive feature set
Cons:
- Limited mobile app functionality
- Learning curve
Insightly is an advanced customer relationship management software designed to help businesses manage customer relationships and track sales activities. It excels in project and task management integration, making it ideal for businesses that need to streamline these processes.
Why I picked Insightly: Insightly offers seamless integration with popular accounting tools like QuickBooks and Xero, facilitating efficient financial management and invoicing within the CRM. Additionally, its robust project management and pipeline features help streamline client relationships and track financial workflows, making it an excellent choice for accounting professionals.
Standout features & integrations:
Features include sales pipeline and lead management, business workflow and process automation, and customizable CRM options.
Integrations include Google Workspace, Microsoft Office 365, Slack, QuickBooks, Xero, Mailchimp, Dropbox, Evernote, Box, and Zapier.
Pros and cons
Pros:
- Robust integrations
- Customizable CRM
- Strong project management
Cons:
- Limited third-party integrations
- Learning curve for advanced features
Liscio is a client portal and CRM software designed specifically for accounting businesses. It offers features such as contact management, sales automation, and analytics to enhance productivity and drive growth.
Why I picked Liscio: Liscio offers strong security features and a deep focus on enhancing client communication and document sharing. It stands out from other CRM tools by offering a secure, in-network communication channel that ensures all client interactions are safe and organized. This makes it the best choice for firms that prioritize secure client communication and document sharing.
Standout features & integrations:
Features include secure messaging, email integration with Outlook and Gmail, two-way texting, client self-service tools, file transfer, and personalized tax organizers.
Integrations include Adobe Sign, Gmail, Outlook, QuickBooks Online, Karbon, and SmartVault.
Pros and cons
Pros:
- Personalized tax organizers
- Email integration
- Secure messaging
Cons:
- Limited mobile functionality
- Lack of customizable reporting features
Akaunting is an open-source CRM solution designed to manage customer relationships effectively. It’s best for those seeking an affordable CRM with advanced features.
Why I picked Akaunting: Akaunting has a unique position as an open-source CRM that offers advanced features at an affordable price. Unlike other CRMs, Akaunting stands out by providing extensive customization options and the ability to self-host, which is ideal for businesses looking to control their data and costs.
Standout features & integrations:
Features include contact management, deal tracking, activity logging, and customizable pipelines. It also supports generating invoices directly from CRM data, which integrates seamlessly with its accounting functionalities.
Integrations include Foodics, Expensify, iPay88, PJBank, Crypto.com, InvoiceNinja, and FreeAgent.
Pros and cons
Pros:
- Self-hosting option
- Affordable pricing
- Open-source code
Cons:
- Basic support options
- Requires technical setup
Pipedrive is a CRM integration tool designed to help businesses streamline their sales processes and improve productivity.
Why I picked Pipedrive: Pipedrive offers a streamlined and intuitive interface that simplifies managing client relationships and tracking sales activities. Its strong automation features and integrations with accounting tools enhance efficiency, making it easier to manage financial data and client interactions in one place.
Standout features & integrations:
Features include sales automation, lead management, notifications, insights and reports, email and communications, and marketing automation. It also provides real-time sales insights, calendar sync, task reminders, and easy call scheduling.
Integrations include Google Meet, Zoom, Microsoft Teams, Xero, Trello, Zapier, Mailchimp, QuickBooks, Slack, and Asana.
Pros and cons
Pros:
- Real-time insights
- Customizable fields
- Visual pipeline management
Cons:
- Basic reporting
- Steep learning curve
Capsule is a customer relationship management software designed specifically for accountants and accounting firms. It centralizes client information, making it easier to manage relationships and improve client engagement.
Why I picked Capsule: Capsule is known for its strong client relationship management capabilities tailored for accountants. The software stands out for its ability to centralize client data, making it easier for accountants to manage and engage with their clients effectively. Additionally, its integration with popular accounting tools further enhances its utility for accounting firms.
Standout features & integrations:
Features include contact management, email marketing, task and calendar management, spreadsheets, sales pipeline tracking, project management, and workflow automation. It also offers AI content assistance for drafting emails and other communications.
Integrations include QuickBooks, Gmail, Transpond, Outlook, Xero, Zapier, FreshBooks, Mailchimp, WhatsApp, and FreeAgent.
Pros and cons
Pros:
- AI content assistance
- Robust task management
- Centralized client data
Cons:
- Requires annual billing
- Limited customization
Financial Cents is a CRM accounting software designed to help accounting firms store and organize client information, track client activities, and automate data collection. It allows firms to securely request documents and automatically follow up with clients, reducing the need for manual reminders.
Why I picked Financial Cents: Financial Cents stands out in its ability to automate client data collection, a vital task for accounting firms. The software's automation features reduce the time spent on manual follow-ups, making it easier for firms to gather necessary client information efficiently. This automation is particularly beneficial for firms looking to streamline their operations and improve client communication.
Standout features & integrations:
Features include a centralized client database, automated client data collection, time tracking, invoicing, and email integration. The software also provides capacity management tools and audit trails for client interactions.
Integrations include QuickBooks, Gmail, BILL, Microsoft Outlook, Adobe Sign, and Zapier.
Pros and cons
Pros:
- Advanced team collaboration features
- Automated data collection
- Centralized client database
Cons:
- Basic reporting features
- No mobile app
1CRM Software is an advanced CRM software that allows businesses to manage various aspects of their operations, including orders, projects, support cases, and daily activities. It’s best for all-in-one business management due to its extensive range of features that cover task management, marketing automation, sales tracking, customer service, and project management.
Why I picked 1CRM Software: 1CRM Software stands out as a versatile and advanced solution that integrates multiple business management functions into a single platform. This makes it different from other CRM tools that may focus on specific areas like sales or marketing. It offers a wide array of features that cater to various business needs, making it a one-stop solution for managing different aspects of a business.
Standout features & integrations:
Features include daily task management, marketing automation, sales forecasting, order management, customer service, project management, personalized CRM options, email integration, weather updates, group calendar, forums, and mobile accessibility.
Integrations include QuickBooks, Xero, Mailchimp, Google Workspace, Microsoft 365, Zapier, FreshBooks, Outlook, Gmail, and Slack.
Pros and cons
Pros:
- Customizable dashboards
- Mobile accessibility
- Comprehensive feature set
Cons:
- Likely requires training for use
- Complex initial setup
Wolters Kluwer is a cloud-based CRM software designed specifically for accountancy firms. It integrates seamlessly with the CCH Central suite, providing a unified platform for managing marketing and client data.
Why I picked Wolters Kluwer: Wolters Kluwer strongly integrates with the CCH Central suite, which is a significant advantage for accounting firms already using CCH products. This integration ensures that data flows smoothly across different modules, reducing administrative overhead and improving data accuracy. The tool stands out for its ability to manage marketing and client data from a single location, making it the best choice for firms looking to streamline their operations.
Standout features & integrations:
Features include a universal marketing database, valuable data insights through a powerful reporting engine, and cost-effective cloud software with no hardware or software costs.
Integrations include CCH iFirm, CCH Personal Tax, CCH Accounts Production, CCH Audit Automation, CCH Fixed Asset Register, CCH iXBRL Review & Tag, CCH Trust Accounts, CCH Working Paper Management, Twinfield, and Finsit.
Pros and cons
Pros:
- Cost-effective subscription model
- Powerful reporting engine
- Seamless CCH Central integration
Cons:
- Slow implementation process
- Limited to CCH ecosystem
Workbooks is a CRM platform designed to provide advanced visibility and control for SME accounting firms. It excels in offering tailored solutions that enhance operational efficiency and client management.
Why I picked Workbooks: Workbooks offers a strong feature set tailored specifically for SME accounting firms. Unlike other CRM tools, Workbooks offers a unique combination of visibility and control, making it ideal for accounting firms that need to manage client relationships and internal processes efficiently. Its specialized features for accounting firms set it apart from more generic CRM solutions.
Standout features & integrations:
Features include contact management, sales order management, advanced security options, multi-currency document handling, and custom record types.
Integrations include Microsoft Office 365, SharePoint, Microsoft Azure AD, WordPress, Google Maps, Xero, QuickBooks, Sage, Mailchimp, and Eventbrite.
Pros and cons
Pros:
- Multi-currency support
- Advanced security options
- Tailored for accounting firms
Cons:
- Steep learning curve
- Limited global presence
Other CRM Accounting Software
Below is a list of additional CRM accounting software that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- HubSpot CRM
Best for inbound marketing and sales automation
- Zendesk
Best for accounting teams needing visibility
- HoneyBook
Best for client management and invoicing
- Odoo CRM
Best for open-source flexibility
- NetSuite
Best for comprehensive business management
- monday.com
Best for customizable workflows
- OfficeTools
Best for practice management integration
- Tabs
Best for simple and intuitive interface
- Sage for Accountants
Best for accounting-specific features
Related CRM Reviews
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CRM Accounting Software Selection Criteria
The criteria for choosing a CRM accounting software should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality: 25% of total weighting score
- Contact management
- Sales tracking
- Invoice generation
- Financial reporting
- Integration with other business tools
Additional Standout Features: 25% of total weighting score
- AI-driven analytics for predictive insights
- Customizable dashboards
- Mobile app functionality
- Advanced automation capabilities
- Integration with third-party applications
Usability: 10% of total weighting score
- Intuitive user interface
- Drag-and-drop functionality
- Customizable workflows
- Easy navigation
- Minimal learning curve
Onboarding: 10% of total weighting score
- Availability of training videos
- Interactive product tours
- Chatbots for instant support
- Webinars for in-depth training
- Pre-built templates for quick setup
Customer Support: 10% of total weighting score
- 24/7 support availability
- Multiple support channels (phone, email, chat)
- Dedicated account managers
- Comprehensive knowledge base
- Fast response times
Value For Money: 10% of total weighting score
- Competitive pricing
- Flexible subscription plans
- Transparent pricing structure
- Discounts for long-term commitments
- ROI potential
Customer Reviews: 10% of total weighting score
- Overall satisfaction ratings
- Feedback on ease of use
- Comments on customer support quality
- Insights on feature effectiveness
- User recommendations and endorsements
Trends for CRM Accounting Software
Here are some trends I’ve noticed for CRM accounting software, plus what they might mean for the future of the accounting industry. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
- AI-Powered Automation: AI is increasingly being integrated into CRM accounting software. This trend is important because it reduces manual data entry and improves accuracy, helping businesses focus more on strategic tasks.
- Blockchain Integration: Blockchain technology is making its way into CRM accounting software. This trend is interesting due to its potential for enhanced security and transparency.
- Cloud-Based Solutions and Mobile Access: Cloud-based CRM accounting software and mobile access are becoming more prevalent. These trends are significant as they offer scalability and remote access, letting companies access documents anywhere at any time.
- Predictive Analytics: Predictive analytics is being used to forecast financial trends. This trend is vital for proactive decision-making as it allows businesses to anticipate market changes and adjust strategies accordingly.
By embracing advancements such as AI-driven analytics, enhanced mobile capabilities, and seamless integration with financial tools, businesses can optimize their customer relationship management and accounting processes. Keeping pace with these trends ensures that companies can provide exceptional service and streamline their operations effectively.
What is CRM Accounting Software?
CRM accounting software integrates customer relationship management with accounting functions to streamline business operations. It’s often used by businesses to manage customer interactions, track financial transactions, and generate reports.
The software typically includes components such as contact management, invoicing, payment processing, and financial reporting. These features help users manage customer relationships while keeping track of financial performance, ensuring that all relevant data is easily accessible and up-to-date.
Features of CRM Accounting Software
When choosing CRM accounting software, it's important to understand the key features that will help your business manage customer relationships and financial data effectively. Here are the most important features to look for in your next CRM:
- Contact Management: This feature helps you store and manage customer information, ensuring you have all the details needed to maintain strong relationships.
- Sales Tracking: Allows you to monitor sales activities and performance, helping you identify trends and opportunities for growth.
- Invoicing: Simplifies the process of creating and sending invoices, ensuring you get paid on time.
- Payment Processing: Integrates with payment gateways to facilitate smooth transactions, reducing the time spent on manual processing.
- Financial Reporting: Provides detailed financial reports, helping you make informed business decisions.
- Expense Tracking: Helps you monitor and control business expenses, ensuring you stay within budget.
- Integration with Other Tools: Ensures the software works seamlessly with other business tools, improving overall efficiency.
- Customer Support: Offers strong support options to help you resolve issues quickly and keep your operations running smoothly.
- Customization: Allows you to tailor the software to meet your specific business needs, enhancing its effectiveness.
- Security: Ensures your financial and customer data is protected, giving you peace of mind.
Choosing the right CRM accounting software with these features will help you manage your business more effectively and maintain strong customer relationships. By integrating accounting functions with CRM capabilities, businesses can achieve greater efficiency, improve client interactions, and make data-driven decisions.
Benefits of CRM Accounting Software
CRM accounting software is particularly beneficial for businesses looking to integrate their customer data with financial data, providing an advanced view of their operations. Below are some of the primary benefits you may experience while using CRM accounting software.
- Improved Customer Service and Retention: CRM accounting software helps companies manage all business contacts and stores important information about them across all channels, including demographics, purchase history, and previous communications. This ensures that employees have all the necessary information at their fingertips, enabling them to provide better customer service and boost customer satisfaction.
- Increased Sales: By streamlining the sales process and automating key tasks, CRM accounting software helps build a strong sales pipeline. It allows businesses to analyze all sales data in one centralized place, making it easier to set up a step-by-step sales process that employees can adapt as needed, ultimately leading to increased sales and productivity.
- Detailed Analytics: CRM accounting software comes with built-in analytics that contextualize customer data, such as click-through rates, bounce rates, and demographic data. These metrics help businesses understand customer behavior, optimize marketing campaigns, and highlight opportunities for further optimization, leading to better decision-making.
- Higher Productivity and Efficiency: The software uses marketing automation tools to handle mundane tasks, freeing up employees to focus on more human-centered work and building customer relationships. It also ensures that tasks are completed and do not fall through the cracks, improving overall productivity and efficiency.
- Centralized Data Management: One of the major benefits of CRM accounting software is that it provides a centralized database with all information on customers, making it easily accessible to anyone in the company who needs it. This centralized data management helps in better decision-making, improved customer service, and streamlined internal communications.
CRM accounting software is an indispensable tool for businesses looking to enhance their customer relationships, streamline their sales processes, and improve their financial management. By integrating customer and financial data, businesses can gain an advanced view of their operations, leading to better decision-making and overall business growth.
Costs & Pricing of CRM Accounting Software
When considering CRM accounting software, it's essential to understand the various pricing plans and features available. The cost of these tools can vary significantly based on the features offered, the number of users, and the level of customization required. Below, we provide a detailed overview of the pricing plans for some of the leading CRM accounting software options.
Plan Comparison Table for CRM Accounting Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic CRM features, limited users, contact management, and basic reporting |
| Basic Plan | $9 - $25 per user/month | Email integration, lead management, basic automation, and pipeline management |
| Premier Plan | $23 - $75 per user/month | Advanced automation, custom dashboards, multiple sales pipelines, and data analytics |
| Enterprise Plan | $40 - $300 per user/month | AI-powered insights, advanced customization, unlimited users, and next-level support |
Knowing the costs and pricing of CRM accounting software is important for making an informed decision that aligns with your business needs and budget. When shopping for a new CRM system, always consider the long-term value and potential ROI to ensure the best investment for your company.
CRM Accounting Software FAQs
Can CRM accounting software help with invoicing?
Yes, CRM accounting software can assist with invoicing by automating the creation, sending, and tracking of invoices. This ensures timely payments and reduces the administrative burden on your team.
Is CRM accounting software secure?
Most CRM accounting software providers prioritize security by implementing measures such as data encryption, regular security updates, and user access controls. It is essential to choose a reputable provider and review their security protocols to ensure your data is protected.
How does CRM accounting software improve customer relationships?
CRM accounting software improves customer relationships by providing a comprehensive view of customer interactions and financial transactions. This holistic approach allows businesses to offer personalized service, address customer needs promptly, and build stronger relationships.
Can CRM accounting software integrate with other business tools?
Many CRM accounting software solutions offer integrations with other business tools such as email marketing platforms, e-commerce systems, and project management software. These integrations help create a cohesive ecosystem, enhancing overall business efficiency.
What’s Next?
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