CRM for accountants? Really?

Yes! Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand.

You know you need a CRM when your list of contacts has outgrown your Rolodex. You remember what a Rolodex is right? Another indication is when you begin to forget important information about your clients, or you notice your communication with them has been left behind.

Account Management Software For Small Business

Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand.

If you are an accountant, CPA or bookkeeper, looking for a free CRM, you’ll be impressed by Bitrix24, it comes with unlimited client records, quotes, invoices, tasks, documents scheduling and time tracking even in the free version. 

Remembering tax and financial year-end dates will be automated and documents will be stored on a central drive where even your customer can have access to upload or update them.