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Why your firm needs Client Relationship Management Software

Published on
January 17, 2020
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Why your firm needs Client Relationship Management Software

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Investing in a Client Relationship Management (CRM) tool is a major decision that your company has to go through. Whether you run an accounting firm, a marketing agency, or a business from other industries, a CRM app or software can be a vital tool used to manage your clients for overall efficiency. If you haven't set a CRM system in place yet for your company, now is the best time to integrate this. Why? Below are five good reasons to start utilizing CRM software for your business.

1. Alignment with business needs

When it comes to managing your clients, you have to go back to your business objectives and needs. What's great about a CRM software is how you can align it with your business goals and needs. You can clearly define your goals and what you hope to accomplish using a CRM tool. With this tool in place, you can keep track of your customer data. It can be pretty seamless and easy for you to store, organize, and retrieve customer information.

2. Vital features and requirements

Another good reason to utilize CRM is how it can be customized for your business needs. This tool has features that may be relevant to your business requirements. For instance, a CRM might have integrations that are vital to your business. It allows for easy installation where you can take control of what your business requires.

3. Overall cost

Most CRM tools charge by the number of unique records a business requires. What's great about CRM software is how robust, streamlined, and structured the system is. Hence, investing in CRM software is a practical solution that allows you to get what you pay for.

4. Flexibility and integration

Many CRM tools and software have flexible features and easy integration. There's always this one tool that's best suited for your company. If your business is specialized in accounting, then it makes sense to invest in a CRM software that has accounting features and can be integrated into your business easily. In the end, CRM is meant to streamline your process for the benefit of your company.

5. User responsiveness and mobile-friendliness

With the advent of technology and the demands of business, most CRM tools now are highly advanced and responsive to the company's needs. Most of them are incredibly intuitive, easy-to-use, and mobile-friendly. First off, data storage, calculation, and retrieval can be all automated. Second, the interface and functions can be extremely seamless for the average users. Finally, the app or software itself can quickly adjust to any mobile devices you use, whether it's a laptop, tablet, or mobile phone.

A CRM system is critical to the success of your business. The use of CRM can be instrumental in managing your clients' data and information, as well as having valuable insights into acquiring more. Considering the valuable benefits outlined above, a functional CRM does all this with efficiency and accuracy, thereby taking your business to the next level.

Firm360

Canopy

Karbon

TaxDome

Best For Firms That:
Need an expert-driven, robust solution with U.S. support
Focus on tax resolution services, but also need project management
Firms operating globally that consider AI a necessity
Require support for multiple languages & desire a heavily branded client experience
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
At some plan levels
Payment Collection via Credit Card & ACH
E-signature
Via integration
Additional fee
Piloting as of November 2024
Project Management
At some plan levels
Additional fee
Automated Workflows
Additional fee
Advanced Integration Options
At some plan levels
Dedicated Customer Success Manager
At some plan levels
Unclear
Additional fee
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
Additional fee
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$49 - $99*

Custom pricing for 20+ users.

3-user minimum for Standard & Premium plans.
$150 - $175 base price for client engagement platform only.

PLUS

$89 - $107 for remainder of modules for first user.

Small-firm pricing available with limited capabilities.
$59 - $89*

Enterprise pricing available.

Add-ons for implementation, training, customer support & more.
$58 - $66* depending on subscription length.

Seasonal users: $85.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Firm360

Best For Firms That:
Need an expert-driven, robust solution with U.S. support
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Via integration
Project Management
At some plan levels
Automated Workflows
Advanced Integration Options
At some plan levels
Dedicated Customer Success Manager
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$49 - $99*

Custom pricing for 20+ users.

3-user minimum for Standard & Premium plans.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Canopy

Best For Firms That:
Focus on tax resolution services, but also need project management
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
At some plan levels
Payment Collection via Credit Card & ACH
E-signature
Additional fee
Project Management
Additional fee
Automated Workflows
Additional fee
Advanced Integration Options
Dedicated Customer Success Manager
Unclear
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
Additional fee
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$150 - $175 base price for client engagement platform only.

PLUS

$89 - $107 for remainder of modules for first user.

Small-firm pricing available with limited capabilities.Custom pricing for 20+ users.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Karbon

Best For Firms That:
Firms operating globally that consider AI a necessity
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Piloting as of November 2024
Project Management
Automated Workflows
Advanced Integration Options
Dedicated Customer Success Manager
Additional fee
Strong Customer Service Reputation
U.S. Based Customer Support
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$59 - $89*

Enterprise pricing available.

Add-ons for implementation, training, customer support & more.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

TaxDome

Best For Firms That:
Require support for multiple languages & desire a heavily branded client experience
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Project Management
Automated Workflows
Advanced Integration Options
Dedicated Customer Success Manager
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$58 - $66* depending on subscription length.

Seasonal users: $85.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

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