CRM for the Rest of Us

Consider choosing a CRM for CPAs to direct your firm’s business development efforts and relationship management. 


As a CPA practitioner, you prefer to spend your time working on billable hours and delivering services to your clients. You also need customer relationship management (CRM) tools and resources to help you serve your clients well, build your personal brand, and manage your interactions.

There are a number of CRM tools for business development that can accomplish some or all of these objectives. Some are very basic, and some are extremely robust. For instance, Microsoft Outlook is a good solution for managing your calendar and scheduling reminders. Big-market CRMs have automation and predictive behavior tools, and some strategies include leveraging multiple pieces of software.

But Outlook and your practice management system are not equivalent to a CRM for CPAs. Compatibility, affordability, and ease-of-use may suffer. Additionally, many systems require a certain level of customization because of their ‘all things to all people’ design. This additional work can get expensive and frustrating.

From a practitioner’s perspective, you need more than just a contact list to be successful. This PC Mag article outlines several common software features. CRM tools for business development have prominent placement, but there are also a number of other features available with up-market systems that do not apply to your business.

Finding the Right CRM for CPAs for Your Firm

What drives growth is the development of key client relationships that lead to further engagements, increased referrals, and more new business wins. A solid platform for managing those relationships, delivering relevant content, and fostering team synergy is the cornerstone of any firm’s success.

ABLE is comprised of several CRM tools for business development designed by the accounting profession to fuel growth for CPA firms. No other product on the market matches those specifications. No additional programming or customizations are ever required. This saves your firm time and money and allowing you to immediately leverage the power of the system.

Schedule a no-obligation demo to see how simple but powerful ABLE is.