Ever feel like you’re juggling flaming chainsaws? You’re not alone.
Accountants, you’ve got clients, deadlines, and paperwork. It’s a lot.
Wouldn’t it be sweet to have a magic helper?
Clients are happy, work is flowing, and maybe, you get to leave on time.
That’s where the best 客户关系管理 software for accountants comes in.
This isn’t just tech talk. It’s about getting your life back.
Want to know which tools make your day easier? Stick around.
What is the Best CRM Software for Accountants?
Tired of sifting through endless options? You need a 客户关系管理 that fits your accounting world.
We get it. You want something that works, not more headaches.
Let’s cut to the chase and find the tools that can help you win back your time.
1. 管道驱动 （⭐️4.75）
Pipedrive is great for managing your sales.
It helps you see where each client is in your process.
You can easily drag and drop deals.
It’s very visual and simple to use, making it easy to keep track of your clients and what you need to do next.
通过我们的释放其潜力 Pipedrive 教程.
我们的观点
对于以销售为中心的企业来说，Pipedrive 是一个不错的选择。它界面友好，视觉效果出色，功能丰富。它没有获得满分的唯一原因是其低价套餐存在一些限制。
主要优点
- 专注于销售： Pipedrive 旨在帮助您达成更多交易。
- 可视化管道管理： 准确了解每笔交易的具体情况。
- 强大的自动化功能： 自动执行发送电子邮件和安排约会等任务。
- 24/7支持： 随时获取帮助。
定价
- 基本的：每位用户每月 14 美元。
- 先进的：每位用户每月 24 美元。
- 专业的：每位用户每月 49 美元。
- 力量：每位用户每月 59 美元。
- 企业：每位用户每月 79 美元。
Você pode ter mais de um espaço de trabalho.
缺点
2. Gohighlevel （⭐️4.50）
GoHighLevel is a powerful tool. It’s built for marketing agencies, but accountants can use it too.
You can manage your leads and clients in one place.
It also helps with sending texts and emails.
It’s a great option if you want to automate a lot of your communication.
通过我们的释放其潜力 GoHighLevel 教程.
我们的观点
This is great for agencies and businesses wanting to consolidate tools. The automation capabilities are very strong.
主要优点
- 一体化营销平台。
- 可提供白标。
- 自动化活动。
- 潜在客户培育工具。
- 综合报告。
定价
- ,” “plano de projeto” ou “calendário de conteúdo”).：每月97美元。
- Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.：每月297美元。
Você pode ter mais de um espaço de trabalho.
缺点
3. 主动营销 （⭐️4.25）
ActiveCampaign is known for its strong marketing automation.
It helps you send emails and messages automatically.
You can also manage your contacts and deals.
This feature is great for accountants who want to streamline client communication and marketing.
通过我们的释放其潜力 ActiveCampaign 教程.
我们的观点
对于想要充分利用电子邮件营销和自动化真正力量的企业来说，ActiveCampaign 是一个绝佳的选择。然而，由于其复杂性，它可能并不适合初学者。
主要优点
- 先进的自动化： 创建复杂的工作流程来培养潜在客户并自动执行任务。
- 电子邮件营销强国： 发送精美且有效的电子邮件活动。
- 内置 客户关系管理: 管理联系人并跟踪互动。
- 细分和个性化： 通过个性化消息针对特定的联系人群体。
定价
- ,” “plano de projeto” ou “calendário de conteúdo”).：每月15美元。
- 加：每月49美元。
- : Für immer kostenlos：每月 79 美元。
- 企业：每月145美元。
Você pode ter mais de um espaço de trabalho.
缺点
4.基普 （⭐️3.75）
Keap is a 客户关系管理 that helps small businesses with sales and marketing.
It’s really good at automating tasks.
You can set up automatic emails and follow-ups, which saves you time and ensures you don’t miss anything.
Accountants can use it to keep track of clients and make their work smoother.
通过我们的释放其潜力 购买的教程.
我们的观点
买 is a fantastic option for small businesses to streamline their sales and marketing efforts. It’s user-friendly and packed with valuable features.
主要优点
- 内置电子邮件营销： 向您的受众发送有针对性的电子邮件。
- 易于使用的自动化： 自动执行发送后续消息和分配线索等任务。
- 销售渠道管理： 跟踪您的交易并发现机会。
- 电子商务集成： 将 Keap 与您的在线商店连接起来以管理订单和客户。
定价
Keap 提供免费试用和简单的定价结构，帮助您入门。
- 简单计划：起价为每月 249 美元（按年计费），可供两名用户和 1500 名联系人使用。
Você pode ter mais de um espaço de trabalho.
缺点
5. Monday CRM （⭐️3.75）
周一 客户关系管理 is a flexible tool that helps you manage your work.
It’s great for seeing everything at a glance. You can track your clients, projects, and tasks.
It’s also good for teams because you can see what everyone is doing.
Accountants can use it to keep their client information organized and their workflow smooth.
通过我们的释放其潜力 周一 CRM 教程.
我们的观点
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM.
主要优点
- 视觉上吸引人的界面： 易于导航和理解。
- 灵活且可定制： 使平台适应您的特定需求。
- 协作功能： 与您的团队无缝合作。
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 自由的： 永久免费。
- 基本的：9 美元/座位/月。
- 标准：12 美元/座位/月。
- : Für immer kostenlos：19 美元/席/月。
- 企业：根据您的需求定制价格。
Você pode ter mais de um espaço de trabalho.
缺点
6. Freshsales CRM （⭐️3.75）
新鲜销售 客户关系管理 is simple to use. It helps you sell better.
You can track emails and see how deals are going.
It works with 会计软件, too.
This is good for accountants to keep clients organized.
通过我们的释放其潜力 Freshsales CRM 教程.
我们的观点
对于注重易用性和价格实惠的企业来说，Freshsales CRM 是一个不错的选择。它能让你轻松上手 CRM，无需经历漫长的学习过程。
主要优点
- 用户友好界面 易于导航和学习。
- 内置电话和电子邮件： 直接从平台与客户联系。
- 人工智能洞察： 获得有用的建议和预测。
- 价格实惠： 提供免费计划和有竞争力的付费计划。
定价
- 增长 + 500 个营销联系人：每位用户每月 9 美元。
- Pro + 500 个营销联系人：每位用户每月 39 美元。
- 企业 + 500 个营销联系人：每位用户每月 59 美元。
Você pode ter mais de um espaço de trabalho.
缺点
7. Insightly （⭐️3.75）
Insightly is a good 客户关系管理 for growing businesses.
It helps you manage your clients and projects.
You can track your sales and see how your relationships are doing.
It’s a solid choice for accountants looking to keep everything organized.
通过我们的释放其潜力 Insightly tutorial.
我们的观点
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
主要优点
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
8.HubSpot （⭐️3.50）
Hubspot is a very popular 客户关系管理. It’s an all-in-one platform.
You can use it to manage clients, track sales, and even send emails.
Many accountants find it easy to use.
It offers a lot of features to help your 会计 practice.
通过我们的 HubSpot 教程释放其潜力。
我们的观点
HubSpot 是一个功能强大的平台，功能丰富，但在选择之前，您必须考虑自己的预算和需求。对于想要全面解决方案并愿意投资的企业来说，HubSpot 是一个不错的选择。
主要优点
- 免费 CRM： 从具有基本 CRM 功能的免费计划开始。
- 一体化平台： 访问营销、销售和服务工具套件。
- 广泛的社区和资源： 受益于丰富的知识和支持。
- 入站营销重点： 通过有价值的内容吸引并吸引潜在客户。
定价
- 免费工具：最多两名用户免费。
- 营销中心入门：15 美元/座位/月。
- 入门客户平台：15 美元/座位/月。
- Marketing Hub Professional + 三个席位：每月 800 美元，额外座位每月 45 美元。
Você pode ter mais de um espaço de trabalho.
缺点
9. ClickFunnels （⭐️3.25）
ClickFunnels is a bit different. It’s mainly for building sales funnels.
This means it helps guide people to buy your services.
While it has some contact management, it’s not a full 客户关系管理.
It’s more for marketing and getting new clients.
Accountants might use it for specific campaigns.
通过我们的 ClickFunnels 教程释放其潜力。
此外，探索我们的 GoHighLevel 与 ClickFunnels 对比 比较！
我们的观点
它非常适合快速构建销售漏斗。它提供许多模板，助您快速上手。
主要优点
- 简化漏斗创建。
- 提供14天的试用期。
- 广泛的第三方集成。
- 访问多样化的模板库。
- 内置 A/B 测试功能。
定价
- 发射：每月 81 美元，2 名团队成员。
- 规模：每月 164 美元，5 名团队成员。
- 优化： 每月 248 美元，10 名团队成员。
- 支配： 每年 5,997 美元，20 名团队成员。
Você pode ter mais de um espaço de trabalho.
缺点
What to look for when buying the best CRM software for accountants?
- 会计 集成： Does it connect with your accounting software?
- Client Management: Can you easily track client interactions?
- 数据 Die 9 besten Lernmanagement-Softwares (LMS) für 2025 15: How secure is your client data?
- 报告： Does it offer reports for your 会计 需要什么？
- 定制： Can you tailor it to your workflow?
- 易于使用： Is the software intuitive for you and your team?
- Se você precisa gerenciar diversas plataformas de mídia social além das principais, o Buffer pode ser uma escolha melhor. Can it grow with your 会计 practice?
- 支持： Is there good customer support available?
- 自动化： Can it automate repetitive tasks?
- 价格： 是否符合您的预算？
How Can Best CRM Software for Accountants Benefit You?
Imagine less chaos and more control. The right CRM streamlines your client interactions.
It automates tasks like follow-ups and reminders. This frees up time.
You can focus on what matters: your clients and your expertise.
Think of it as a digital assistant. It organizes client data.
It tracks interactions. It helps you build stronger relationships.
This leads to happier clients and more referrals.
Plus, good software means better data. You can spot trends & improve your services.
Ultimately, it’s about efficiency. You spend less time on busywork. You get more done.
Your practice runs smoother. This means more time for growth and maybe even some time for yourself.
购买指南
When doing our research to find the best CRM for accountants, we determined using these factors:
- We explored various CRM platforms and looked for those that allow accountants to manage their client information effectively.
- We examined how well each CRM system integrates with accounting software like QuickBooks Online, focusing on QuickBooks and QuickBooks Online sync capabilities.
- We looked for CRM offers that included features like invoice and billing management and tools to nurture client relationships.
- We tested free trial versions of HubSpot and other best CRMs to evaluate their usability and effectiveness.
- We assessed how each robust CRM facilitates process automation and improves the sales process for an 会计 business.
- We analyzed how each software solution helps to collaborate with teams and clients and improve customer satisfaction.
- We considered customer relationship management (CRM) features, such as how CRM helps businesses of all sizes and how HubSpot works for 会计 firms.
- We evaluated the pricing of each product, the features offered, the negatives of each product, and whether they provided support or refund policies.
- We evaluated how each CRM lets you effectively manage customer data.
总结
Finding the best customer relationship management software for accountants doesn’t have to be hard.
We’ve looked at the best choices. Each one has its strong points.
Think about what your firm needs most. Do you need powerful workflow automation?
Or simple contact management to manage customer relationships? Pick what works best for you.
Our goal is to help you choose wisely. A good CRM solution helps you attract sales leads & run strong marketing campaigns.
It also lets your sales team understand customer behavior and improve customer engagement.
This means smarter marketing efforts and smoother business processes.
You can trust us to give you the clear facts. Then you can make the best choice for your 会计 firm.
常见问题
Why do accountants need a CRM?
Accountants need a CRM to manage client data and interactions. This helps accountants focus on building relationships. A CRM streamlines accounting processes and helps with business growth. It also keeps track of client details, tax forms, and communication, saving time.
What CRM is the best for accountants and accounting firms?
For many, HubSpot’s free CRM is a top choice. It offers a free version and integrates well with online accounting software. It’s among the best options for small and medium-sized businesses. Consider a free 14-day trial to test its features.
What features should accountants look for in CRM tools?
Accountants need CRM features that integrate with their accounting platform. Look for tools that manage client data, track interactions, and automate tasks. The CRM should help accountants organize client information and improve customer satisfaction.
Can small accounting firms benefit from CRM software?
Yes, software for small businesses, like an integrated CRM platform, is handy. It helps streamline business and organize client data. Many popular CRM options have plans for small teams. A CRM helps CPAs and accountants grow their practice.
How do I find the perfect CRM for my niche accounting firm?
Start with a free 14-day trial of a few best-suited CRMs. Consider what features your accounting teams need. See if the software integrates with your current tools. Think CRM software that fits your client base. With HubSpot’s free, you’ll have access to essential CRM tools.
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