top of page

What is CRM and why do accounting and bookkeeping firms need a CRM system

CRM stands for computer relationship management. It is used by several enterprises to retain and acquire customers. Enterprises use CRM through the latest technologies, techniques, and strategies. There is much leading software in the market for CRM, they are being used for different purposes.

Accounting being a tough and time-consuming task, CRM brings a lot of ease to it. CRM stores the previous data easily and also gathers data from different platforms. CRM helps accounting or bookkeeping firms maintain a good relationship with their colleagues or clients.

There are several ways through which CRM can benefit accounting and bookkeeping firms:

Integrated view

A professional accountant always seeks a proper overview of the transaction history of their clients. This helps the accountant to serve their client at its best. A suitable CRM software integrates with the accounting software that is used by the firm. This will help in automatically syncing the new client information and their specific targets. This will make the accounting more efficient and smooth. It will reduce the time of rechecking too, with different client sheets.

Easy welcoming

Every time an accounting firm gets a new client, it becomes the core task of the firm is to get familiar with all the crucial data of the client. Having CRM software makes it easy for onboarding new clients. CRM software helps in generating automatic email templates and also sets reminders for sending them to new clients.

Client management

Client management is what holds the client with the company. with CRM software, companies or businessman can easily manage their clients. CRM software allows the client to access their files anywhere or anytime, all the data related to clients is automatically stored on the cloud.

Smooth communication

Communication is necessary for every businessman and their clients. CRM software enables a smooth path of communication between them. Timely generated Emails queries answered by bots and many other things keep the client updated. Also, the previous conversation of business authority and client is auto-saved on CRM software. This helps in reviving any information when needed.

Client work management

Companies usually hire different teams for supervision of client-related transactions. Many times client needs to recheck their transactions for payment related queries. CRM software enables to make payment through online software too. This reduces the burden of the financial team of the business.

No repetitive tasks

Accounting involves repetitive tasks which cannot be avoided. Those repetitive tasks of everyday transactions are easy yet time-consuming. CRM software enables automated workflow of accounting tasks. This helps in reducing the work time of the employees and the cost of the team too.

These are some benefits of using CRM software for bookkeeping and accounting firms. It enables a sense of relief in businessmen with reduced efforts and cost too. CRM software can alone do a lot of work for which companies hire separate employees. In the digital world, CRM software is an urgent need for accounting and bookkeeping firms.

Recent Posts

See All


bottom of page