How to Build CRM for Accounting & CA firms

What is Accounting CRM?

Accounting CRM for accountants, is a tool designed to help accounting firms manage their client interactions, track work progress, organize documents, and automate mundane tasks. Unlike generic CRM systems, accounting CRM software is tailored to the unique needs of accounting professionals, enabling them to focus more on their expertise and less on administrative tasks.

Why Do Accountants Need CRM?

Here are some key reasons why accountants need CRM:

1. Streamlined Client Management: Efficiently manage client data, communication history, and preferences in one centralized platform.
2. Enhanced Workflow: Automate repetitive tasks like sending reminders for tax filing deadlines or invoice follow-ups.
3. Improved Collaboration: Keep your team on the same page by sharing updates and progress in real time.
4. Data Security: Ensure client data is securely stored and accessible only to authorized personnel.
5. Scalability: A robust CRM system grows with your firm, handling increasing data and client volumes seamlessly.

6 Steps to Build a Customizable Accountant CRM with Stackby

Creating a tailored CRM for accountants using Stackby is easy and requires no coding skills. Follow these steps to get started:

➡️ Step 1: Set Up Your Workspace

1. Sign Up or Log In: Visit Stackby and sign up for a free account if you don’t already have one.
2. Create a Workspace: Name your workspace with your organization name like 'Apple' to keep things organized.

➡️ Step 2: Customize Your CRM

#1. Modify Columns: Add, rename, or remove columns to suit your workflow. For instance:

🧮 Columns to add:

• Client Name: Text
• Contact Information: Email/Phone Number
• Service Type: Dropdown (e.g., Tax Filing, Bookkeeping)
• Status: Dropdown (e.g., Prospect, Active, Inactive)
• Follow-Up Date: Date
• Notes: Long Text

#2. Add Attachments: Include an attachment column for contracts, invoices, or documents.

➡️ Step 3: Create and Personalize Views

1. Filtered Views: Create views for specific client categories, such as:

• Active Clients
• Prospective Clients
• Overdue Payments

1. Calendar View: Set up a calendar view using the “Follow-Up Date” to track meetings and deadlines.
2. Kanban View: Use a Kanban board to track clients through different stages of the workflow.

➡️ Step 4: Automate Your Workflow

1. Add Automation:

• Send reminders for follow-ups based on dates.
• Notify team members when a client’s status changes.

2. Formulas and Rollups:

• Use formulas to calculate totals, such as outstanding payments.
• Roll up client details for aggregated insights, like total revenue.

➡️ Step 5: Integrate with Other Tools

#1. External Tools:

• Connect to Google Calendar for deadline reminders.
• Sync with accounting software like QuickBooks or Xero for client payment tracking.

#2. Use Zapier:

• Automate tasks such as emailing clients or updating spreadsheets.

➡️ Step 6: Test and Optimize

1. Add Sample Data: Input a few dummy clients to see how the CRM works.
2. Gather Feedback: Share the CRM with team members and adjust based on their input.
3. Refine and Scale:

• Improve columns or views as needed.
• Archive inactive clients to keep the database clean.

3 Best Free Accounting CRM Software

Here’s a list of the top free accounting CRM software options:

1. Stackby : CRM Accounting Software Small Business

Stackby is a versatile no-code platform that combines the best features of spreadsheets, databases, and business APIs into a single tool. It allows users to build custom workflows, manage data, and automate processes without requiring any coding expertise. Whether you're managing clients, projects, or marketing campaigns, Stackby gives you the flexibility to create tools tailored to your needs.

Stackby — a no-code platform that allows you to create your own CRM, fully customized for accounting tasks. No more relying on rigid tools or expensive software. With Stackby, you get the perfect mix of simplicity and power.

Best Features of Stackby for Accountants

Stackby Pricing

• Free Plan: Limited features for small teams.
• Economy Plan: $9/user/month or INR 630/user/month (starts at $149/3 users annually)
• Business Plan: $18/user/month or INR 1250/user/month
• Business Plus Plan: $35/user/month or INR 2500/user/month
• Enterprise Plan: Custom pricing based on requirements.

2. Accelo

Accelo is a cloud-based work management platform tailored for professional service businesses. It integrates project management, client relationship management (CRM), time tracking, billing, and support into a single system, enhancing operational efficiency and profitability.

Pricing of Accelo

• Plus Plan : $24 per user per month
• Premium Plan : $99 per user per month

3. Liscio

Liscio is a secure client communication and document exchange platform designed specifically for accounting firms. It streamlines interactions between firms and their clients by consolidating various communication channels into a single, user-friendly interface.

Pricing of

• Pro Plan : $60 per user per month
• Enterprise Plan : Contact to sales

Conclusion :

A reliable CRM system is essential for accounting firms looking to optimize client relationships and operational efficiency. Among the options, Stackby’s Accounting CRM Template is a standout choice for its flexibility, affordability, and ease of use. Whether you’re a small business or a growing CA firm, investing in the right accounting CRM software will empower your team and delight your clients.