A CRM for accountants that turns enquiries into signed engagements.
Accountancy practices are good at managing existing clients and often less good at the enquiries that come in during busy season. A CRM catches every new-client enquiry, moves it through proposal and onboarding, and follows up when prospects go quiet.
We set it up around how your practice works and connect it to your website, email and the tools you already use.
Busy season is when new enquiries get missed
Enquiries peak around deadlines, exactly when your team has the least time. Proposals go out and nobody chases them, and good prospects sign with whoever followed up.
Without a pipeline, it's hard to see how many proposals are outstanding, what they're worth, or which services are growing.
What a CRM for accountants should do
Enquiry capture
Website forms, email and calls feeding one pipeline, with the service they need recorded.
Proposal follow-up
Automatic, friendly follow-ups after a proposal or engagement letter is sent.
Onboarding checklist
Tasks and reminders for ID checks, authorities and document collection.
Renewals and upsells
Reminders for annual reviews and the right moment to offer extra services.
Reporting
Proposals outstanding, win rates and revenue by service and source.
Integrations
Connected to email, calendar and accounting tools such as Xero where it helps.
What are slow replies costing you?
Most firms don't lose clients to better competitors. They lose them to faster ones. Put in your own numbers to see what slips away each year, and what you'd win back.
An estimate from the numbers you enter, not a promise. Grow first-year cost used: build from £5,950 plus £495 a month, ex VAT.
Common questions
Still unsure? Ask us anything.
Does it replace our practice management software?
No. The CRM handles new business, from enquiry to signed engagement, and sits alongside your practice management software.
Can it help with client onboarding?
Yes. We can build onboarding tasks and reminders so nothing is missed between signing and starting work.
How much does it cost?
CRM setup is part of our Grow plan, from £5,950 plus £495 a month including a bespoke website. CRM-only projects are quoted after a short call. See pricing.
See your pipeline in one place.
Tell us how enquiries reach you today and we'll show you what we'd set up.
- A reply within one working day
- A fixed quote before any work starts
- No pressure, no sales script