TOP 15 CRMs for Accounting Firms 2025

LP-CRM - Ukrainian CRM for automating the business processes of accounting firms. Optimize customer, task, and communication management. Increase work efficiency and control finances with LP-CRM.

Advantages

• Automation of reporting. Create reports quickly and without errors. Saving time and resources.
• Client base is organized. All customer information in one place. Easy access, instant search.
• Communication simplification. Communicate with clients effectively through integrated channels.
• Increased productivity. Optimize workflow and increase company profit.

Characteristics

• Accounting under control
• Convenient reporting
• Process automation
• Integration with banks
• 24/7 support

Microsoft Dynamics 365 Sales - CRM from Microsoft, tightly integrated with other 365 products. Increase sales efficiency, improve customer engagement, and automate processes. Integration with Copilot for data analysis and sales forecasts. Ideal solution for accounting firms.

Advantages

• Integration 365. All data in one place, information sharing.
• Copilot for analysis. Quick data analysis, trend and insight detection.
• Sales automation. Optimize the sales funnel, increase profits.
• Convenient customer management. Full interaction history, service improvement.

Characteristics

• For accountants
• Automation of routine
• Real-time reporting
• Integration with banks
• Customer management

KeyCRM - Ukrainian CRM system for managing clients, orders from all channels (websites, messengers, marketplaces), inventory, and analytics. Simplify accounting and automate communication in your accounting firm!

Advantages

• Data centralization. All customer information in one place, easy access.
• Reporting automation. Quick report generation, minimizing manual work.
• Financial control. Income/expense tracking, client payment tracking.
• Communication optimization. Communication with clients through all channels in one interface.

Characteristics

• Accounting automation
• User-friendly interface
• Bank integration
• Real-time reporting
• 24/7 support

Creatio (Sales) - a low-code CRM platform with powerful sales process automation. The perfect solution for accounting firms looking to optimize customer relationships and increase business efficiency.

Advantages

• Automation of reporting. Reduce manual work and increase the accuracy of financial reports.
• Sales optimization. Increase team efficiency and increase profits.
• Low code, flexibility. Easily adapt the platform to the needs of your business.
• Transparent analytics. Get key metrics for making informed decisions.

Characteristics

• Process automation
• User-friendly interface
• Integration with 1C
• Customer accounting
• Analytics and reports

OneBox OS: CRM/ERP for automating an accounting firm. Process management, telephony, warehouse accounting and document management - all in one system. Optimize your work and increase the efficiency of your business!

Advantages

• OneBox OS: CRM/ERP for automating an accounting firm. Process management, telephony, warehouse accounting and document management - all in one system. Optimize your work and increase the efficiency of your business!. Manage clients, finances and documents in OneBox OS.
• Automation of reporting. Create reports quickly and without errors, saving time.
• Productivity increase. Optimize workflows, increase profits.
• Convenient integration. Easily combine OneBox OS with other services.

Characteristics

• Automation of reporting
• Customer management
• Accounting for income/expenses
• Task control
• Integration with banks

amoCRM - CRM system with a focus on messengers. Chat funnels, bots, omnichannel dialogues for effective communication with clients. Automate request processing and increase sales for your accounting firm!

Advantages

• Clients in the chat. Convenient communication with clients via messengers, all in one place.
• Automation of routine. Chatbots answer questions, saving time for your specialists.
• Reporting and control. Track team performance, improve service through analytics.
• Sales in dialogues. Turn customer communication into sales, lead to a deal.

Characteristics

• CRM system for accountants: Automation of reporting
• Customer accounting
• Financial control
• Integration with banks
• Invoices and acts

Insightly: CRM with project management for small and medium-sized businesses. Integrations simplify work, helping you focus on customers. Optimize the processes of your accounting firm with Insightly!

Advantages

• Manage customers. Store all customer information in one place, improve communication, and retain customers.
• Optimize projects. Plan, track, and complete projects on time and within budget, increasing profitability.
• Integration with other instr.. Connect Insightly to your usual tools, saving time and avoiding manual data entry.
• Analyze data. Get a clear view of business performance, identify trends, and make informed decisions.

Characteristics

• Accounting CRM
• Integration with 1C
• Task management
• Customer reports
• Sales automation

Bitrix24 - CRM and workspace for the efficient operation of an accounting firm. Manage clients, projects, and communications in one place. Automate sales, set up a contact center, and optimize teamwork.

Advantages

• Облік клієнтів. All customer information in one place, easy access and analysis.
• Invoice automation. Creating and sending invoices in a few clicks, integration with the bank.
• Online reporting. Reports on profit, expenses and clients available in real time.
• Teamwork. Shared access to documents, tasks, and clients for the entire team.

Characteristics

• Reporting automation
• Customer accounting
• Integration with 1C
• Collaboration
• Task control

HubSpot CRM - a free CRM system that is ideal for accounting firms. Unite marketing, sales, and customer support on a single platform. Streamline workflows and increase your business efficiency!

Advantages

• Data centralization. All customer information in one place, easy access for the team.
• Reporting automation. Fast report generation, saving accountants' time.
• Convenient collaboration. Improves communication between departments and with customers.
• Free core. Start without costs, scale with business growth.

Characteristics

• Specialization for accounting
• Reporting automation
• Customer base management
• Integration with banks
• Payment control

Vtiger CRM is the only platform for sales, marketing, and customer support. Streamline your accounting firm's business processes, automate routine tasks, and improve customer engagement with Vtiger CRM.

Advantages

• Effective customer management. Keep all customer information in one place, improve communication and provide quality service.
• Work time optimization. Automate routine tasks, free up time for strategic decisions and business development.
• Improvement of financial accounting. Integration with accounting systems for accurate financial control and error reduction.
• Reporting and analytics. Get detailed information about customers and finances to make informed decisions.

Characteristics

• Customer accounting
• Task automation
• Integration with banks
• Online reporting
• Document management

Pipedrive - CRM that visualizes your sales pipeline. Specifically designed to increase deal conversion. Track every deal, optimize your sales process, and close more deals with Pipedrive!

Advantages

• Clear deal pipeline. Visualization of sales and control of deals at every stage.
• Convenient customer accounting. All customer information in one place, quick access.
• Reporting automation. Saving time on preparing financial reports.
• Integration with other software. Easily integrates with accounting programs.

Characteristics

• Reporting automation
• Convenient customer accounting
• Financial control
• Integration with banks
• Profitability analysis

Zoho CRM - a powerful cloud-based CRM system that automates sales, marketing, and service. Optimize customer relationships, increase team efficiency, and improve the financial performance of your accounting firm.

Advantages

• Increased productivity. Automate routine tasks, focus on customers.
• Efficient customer accounting. Store all information in one place, easy access.
• Real-time reporting. Get up-to-date data for decision-making instantly.
• Integration with Zoho Finance. Full control of finances and customers in one solution.

Characteristics

• Customer accounting
• Reporting automation
• Integration with 1C
• Task management
• Increased sales

NetHunt CRM - a CRM system integrated into Gmail. Manage leads, sales funnels, and automate processes directly from your email. An ideal solution for an accounting firm to organize a customer base and simplify communication.

Advantages

• Convenience in Gmail. Manage clients, deals, and tasks without leaving your usual email.
• Reporting automation. Quickly create reports, save time on routine operations.
• Improved collaboration. Shared access to data, transparent communication in the team.
• Increased profitability. Optimize sales, build strong relationships with customers.

Characteristics

• Accounting without problems
• Integration with Gmail
• Customer accounting in CRM
• Sales funnels
• Process automation

Streak CRM - a CRM system that works directly in Gmail. Organize clients, sales, and projects in convenient pipelines without leaving your email. Ideal for automating accounting firm processes.

Advantages

• Integration with Gmail. All communication with clients in a familiar interface.
• Custom pipelines. Track every stage of work with the client.
• Task automation. Automatically assign tasks and reminders.
• Real-time reporting. Monitor key business performance indicators.

Characteristics

• CRM for accounting: Automation of reporting
• Convenient customer accounting
• Integration with the bank
• Payment control
• Document templates

Nutshell CRM is a powerful CRM + email marketing, designed for B2B teams. Optimize sales and manage customer relationships effectively. The ideal solution for accounting firms striving for growth!

Advantages

• Client base is streamlined. All customer information in one place for quick access.
• Automation of communications. Save time with email templates and reminders.
• Reporting and analytics. Track the success of customer interactions.
• Simple implementation of Nutshell. Intuitive interface for a quick start.

Characteristics

• Reporting automation
• Online client base
• Payment control
• Integration with 1C
• User-friendly interface