6 crm software in 2022

6 CRM software in 2022

Accounting-specific customer relationship management (CRM) software is made to make it easier for accountants, bookkeepers, and finance personnel to manage billing and invoicing on a single platform. Processing payments, calculating taxes, having access to open balances, managing subscriptions, and creating financial reports are all essential capabilities. Based on cost, functionality, and customer service, we assessed a large number of CRM programs for accountants and bookkeepers.

The top six CRMs for bookkeepers and accountants are:

1. Zoho CRM

6 crm software in 2022
6 crm software in 2022/zoho crm

The Zoho family of companies offers a variety of top-notch business products, and Zoho CRM is a powerful CRM that is simple to install and use. For accountants and bookkeepers, it offers critical functionality including producing quotations, invoices, and purchase orders; building product inventories, and managing subscriptions for recurring clients.

Although Zoho includes essential finance features, its true strength resides in its ability to integrate with the Zoho Finance Suite. Users may enter data in one app and sync it with Zoho Books, Zoho Subscriptions, and Zoho Expense using this integration. Users can manage quotations and invoices, produce financial reports, handle payments and subscriptions, and correctly calculate taxes thanks to these interfaces.

Zoho CRM includes interfaces with other well-known accounting programs, such QuickBooks and Xero, for individuals who don’t utilize other Zoho products.

Zoho’s free plan, however, is restricted to three seats and has few features. HubSpot or Capsule CRM are two options for users looking for a free CRM with lots of features. The HubSpot free plan includes an invoice template maker in addition to necessary lead generating and marketing capabilities. Capsule CRM, on the other hand, provides more sophisticated capabilities, such as sales tools, opportunity management tools, and Zapier connectors with over 1,000 apps.

Zoho CRM Features

A wide range of capabilities offered by Zoho CRM are beneficial to individuals working in the financial services sector. Here are some of the functions that we think are most helpful:

  • Create auto-populated invoices using subforms and the advantages of CPQ.
  • Create an automated invoice that includes the agreed-upon terms and can be sent via email or exported as a PDF.
  • View order details, shipping progress, and unpaid balances.
  • Comparing recurring costs using a customised dashboard
  • View records of transaction history and subscription renewal dates and receive stock information that automatically updates with each order.

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2. Freshsales

Freshsales is a potent CRM that works well with accounting programs like QuickBooks, Xero, and Revv, enabling users to consolidate all of their customer and financial data into a single user interface. Users can automate repetitive processes like updating records, sending emails, and creating recurring invoices using the task workflows it provides.

6 crm software in 2022
6 crm software in 2022/freshsales

The configure, price, and quote (CPQ) tool, an add-on for this CRM system, enables users to create company-branded documents like contracts, invoices, quotations, and onboarding materials. Users are given the accurate cost in real time while sending quotations or bills thanks to this. Users may also transmit papers to clients directly from the system, updating the activity timeline as necessary.

The free Freshsales plan is largely restricted to contact management and emails and lacks crucial features. HubSpot or Capsule CRM are two options for users looking for free CRMs with lots of features.

Freshsales Features

For bookkeepers and accountants, Freshsales provides a wide range of features. The following are some of the functions we value the most:

  • automatic conversion of more than 150 different currency exchange rates
  • enables users to integrate user behavior tracking, email triggers, and quick notifications into complex business processes.
  • Ability to create and distribute reports on many aspects of your business, such as pipeline development, territory reports, and sales metrics; users may also preview reports before they are run to see how the data is displayed
  • provides a range of forms on users’ websites so that visitors can leave specific requests, such as contact and subscription forms, quote and consultation requests.
  • includes effective collaboration tools including document sharing, team inboxes, and instant messaging

3. HubSpot CRM

With a variety of connections for well-known accounting and bookkeeping programs like Xero, QuickBooks Online, and Sage Accounting, HubSpot CRM is a CRM system that is available for free forever. Additionally, it connects with well-known payment processors like Stripe and PayPal.

6 crm software in 2022
6 crm software in 2022/hubspot crm

Additionally, it provides a native payment processor powered by the Stripe network. The payment processor integrated within HubSpot is free to add, but each credit or debit transaction will cost you a fixed 2.9% fee and each ACH transaction will cost you 0.5%.

With the help of HubSpot’s CPQ tools, you can quickly and precisely create quotes for orders and track how well various products are selling. Users can learn useful information about the general condition of their sales pipeline through its sales analytics reports.

Although HubSpot CRM’s free plan has good functionality, users who want more sophisticated features must subscribe. However, its price structure is rigid and not the most cost-effective. The most expensive options range in price from $450 to $1,200 a month. Users might think about Zoho CRM, Capsule CRM, or Bitrix24 if they want more flexible and affordable premium options.

HubSpot CRM Features

The financial sector can benefit from the sales tools and functionalities provided by HubSpot CRM. Here are a few of the characteristics we think are most useful:

  • gives them access to custom form fields so they may collect the precise billing data they need.
  • Send customised mass emails to a large audience to send out bills or payment reminders.
  • allows customers to save contracts and account statements online using a document repository
  • Utilize the universal inbox to gather and manage client interactions from live chat and email in a single common mailbox.
  • allows customers to create a product library, report on the sales performance of various products, and utilize the data to determine which goods and services are most successful.
  • allows for electronic signatures on quotes, doing away with the need to print and mail hard copies to clients.

4. Bitrix24

Bitrix24 is a complete CRM solution that offers beneficial functions, such as invoicing and quote management solutions, for CPAs, accountants, and bookkeeping professionals. Additionally, it enables customers to seamlessly sync financial data with their current accounting programs, such as Xero and QuickBooks.

6 crm software in 2022
6 crm software in 2022/Bitrix24

Hosting an online store directly from their Bitrix24 account, which enables users to easily manage finance-related transactions like processing payments, managing stock inventory, and stock-keeping unit (SKU) monitoring, is one of the unique features it offers that are typically not found in other CRMs.

Additionally, it provides strong sales management features, including sales intelligence tools that provide data on customer acquisition expenses and marketing return on investment. Users may forecast revenue and visualize sales trends with its analytics reports. Additionally, its sales reports may compute advertising expenditure and ROI, compare financial periods, and identify top client relationships.

Due to its intricate, feature-rich interface, Bitrix24 has a learning curve. Capsule CRM is an option for accountants and bookkeepers that desire a platform that is easier to use. It is a straightforward CRM that is simple to use and intuitive, making it perfect for new users.

Bitrix24 Features

A comprehensive feature set offered by Bitrix24 aids small enterprises in streamlining their sales process. Here are some of the functions that we think are most helpful:

  • Calendar synchronization with Outlook or Google calendars to schedule tasks and serve as a reminder for regular bills or significant billing dates
  • For simpler billing and payment transactions, save payment information such bank accounts, routing codes, and tax IDs with each contact.
  • Give consumers and clients restricted access to documents like contracts and invoices kept in the Bitrix24 system, such as viewing or downloading
  • Free Xero connectivity is provided, allowing users to make invoices without leaving the Bitrix24 environment.
  • Automated workflows include five pre-populated business procedures, such as purchase requests and expense reports.

5. Pipedrive CRM

Pipedrive provides thorough visual pipelines that show what stage each deal is currently in. Teams can quickly identify which accounts to focus on with the help of this functionality, which also ensures that no leads or prospects are overlooked.

6 crm software in 2022
6 crm software in 2022/pipedrive

Users can produce and send invoices straight to both invoicing apps without leaving the Pipedrive platform thanks to its integrations with a number of well-known finance management tools, including QuickBooks and Xero.

The more expensive service plans from Pipedrive have a recurring revenue capability to control billing cycles and payment schedules. Users can forecast turnover and sales growth using the reports it provides on revenue forecasting. In order to help users accurately predict revenue, the system also takes into account consumer payments that are made in several installments.

Pipedrive has no built-in invoicing features and no free plan. Users who don’t have enough money for a subscription plan should think about HubSpot CRM or Capsule CRM. If you require integrated invoicing tools, Zoho CRM or Bitrix24 are both good options.

Pipedrive Features

Accounting and bookkeeping professionals can collaborate with team members and manage clients with the help of Pipedrive’s useful features. Some of its most crucial attributes are listed below:

  • When linked with either Xero or QuickBooks, customers’ contact information automatically syncs to remove duplicates.
  • Customize reports to include custom fields and filters for detailed revenue, deal, activity, and lead data.
  • Create unique product catalogs that include pricing details, product specifications, and remarks.
  • Includes workflow automation features for Slack notifications, email triggers, and creating reuseable templated workflows
  • provides great email tracking capabilities that let users know when emails are received, opened, and read.

Also Read: CRM software call center, Overview

6. Capsule CRM

Capsule CRM is a straightforward, user-friendly CRM that works well with well-known accounting programs like Xero and QuickBooks. All paying connections are automatically added to the Capsule CRM dashboard because to its interaction with accounting software. It shows all relevant data, such as late amounts, invoice statuses, and payment due dates.

6 crm software in 2022
6 crm software in 2022

Users of Capsule CRM can consolidate existing client data from applications or spreadsheets into an unified system to minimize human entry. Users can see a comprehensive snapshot of all their client interactions by connecting other well-known business tools like Gmail and Outlook.

A sales pipeline dashboard for monitoring conversion rates, sales pipeline milestones, and forecasts is one of this software’s many good reporting features. Its sophisticated sales reporting tool offers visibility into opportunities that were won and lost, pipeline expansion, and sales projections.

The free plan for Capsule CRM provides a lot of useful features, however it only allows for two users. Additionally, the software lacks an invoice and quote generator and depends on third parties for integrations. While customers who want in-app finance tools may choose Zoho CRM or Bitrix24 as alternatives, users who need a free package with unlimited users should think about signing up for HubSpot CRM.

Capsule CRM Features

For teams providing financial services, Capsule CRM offers capabilities that are easy to use. Some of the key characteristics it offers are listed below:

  • Track predictions, milestones in the sales pipeline, and conversion rates in a single view.
  • All necessary contact information is automatically synced in accounting and booking app integrations.
  • When Capsule CRM is coupled with your accounting system, contact card information regarding invoice and payment history is provided.


How does CRM help accounting?

CRM (Customer Relationship Management) is the greatest software for making crucial data about your clients and partners accessible, regardless of whether you are an accounting expert or not. CRM essentially gathers and centralizes all of the current transactions between your clients, leads, and business.

What is a CRM in accounting?

Accounting Customer Relationship Management (CRM) platforms are pieces of software that assist bookkeepers, tax experts, and accountants in managing customer connections and data. Only about 5% of accounting businesses consistently use a CRM system, despite the fact that 62% of them do so.

Is QuickBooks a CRM?

Since QuickBooks keeps client contacts and purchase histories, small firms frequently utilize it as their initial CRM. Being able to access customer contact information from your accounting software may be sufficient while your organization is just getting off the ground.

What software do tax pros use?

The best professional tax preparation software overall is ProSeries Professional. The best option for QuickBooks Online ProAdvisors is ProConnect Tax Online. Best price for preparing unlimited returns is TaxAct Professional. For preparing 30 or fewer individual and business returns, Drake Tax is the best bargain.

6 crm software in 2022

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