Free CRM for Accountants

Accounting is one of the fundamental cornerstones of every business. Financial reports tells the story of the company – its profits and losses, earnings and debts, tax expenses, and assets available for future growth. No matter whether you run your own accounting company or work as a part of an accounting team in a large corporation, handling financial records and preparing reports isn’t the only thing you have to do. Often, your work requires also dealing with client communication, managing numerous appointments, and keeping track of bottomless piles of documents. However, a CRM solution can reduce the number of tedious tasks and improve relationships with your clients. The software helps to centralize data about all clients, your interactions and communications with them, financial transactions, taxes, etc. It also stores all the needed documents, automates the generation of new leads, and streamlines routine administrative operations. With the help of the CRM platform, you gain the ability to create targeted marketing campaigns, stay informed about all the tasks or upcoming activities, and integrate it with the other apps you use to keep your business data fresh, clean and up-to-date.