How ABLE Is Redefining CRM for Accountants and Firms

In a profession where managing client relationships and staying on top of crucial information is paramount, that’s why a CRM for accountants solution was needed to cater to their unique requirements. Enter ABLE, a CRM designed specifically for accounting professionals, offering a suite of practical features and a streamlined, user-friendly interface. In this blog post, we’ll explore why accountants need CRMs, what sets ABLE apart from other CRM systems and how it can help accounting firms enhance relationship management, promote thought leadership, become more advisory and simplify workflow.

What is a CRM?

A CRM is a software solution designed to help businesses manage their interactions with customers and prospects. Essentially, it’s a tool that helps you keep track of all your customer data and streamline your communication and sales processes.

With a CRM, you can store customer contact information, track communication history, manage leads and opportunities, and generate reports on your sales performance. This makes it an invaluable tool for businesses of all sizes, including accounting firms.

ABLE: A CRM That Stands Apart

ABLE was established to address a critical gap in the accounting industry: the demand for a bespoke CRM specifically designed for accountants and their firms. Conventional CRMs tend to be overly sales-driven, intricate and time-consuming. Although individual users can modify them to meet their accounting needs, doing so demands a significant time commitment. Furthermore, even after customization, these systems remain cluttered with unnecessary features, making them challenging to navigate.

At ABLE, we believe CRMs should make work simpler, not more complex. That’s why we designed our CRM to streamline what accounting firms really need while cutting out all the unnecessary background noise. The end result is an easy-to-use platform with all the features you could ever want. Best of all, accounting firms only need to spend 15 to 30 minutes a week using ABLE to effectively manage all their key relationships.

We are advocates of “doing small well.” It’s commonly said that 20% of your relationships generate 80% of your revenue, a principle particularly relevant to the accounting profession. Attempting to maintain constant contact with 100% of your firm’s clients is nearly unattainable and likely counterproductive. ABLE empowers you to prioritize key relationships that drive your firm’s revenue while still addressing the needs of the remaining 80% of your clients. By cultivating particularly strong connections with the top 20%, you can promote firm growth and boost revenue.

ABLE is the ultimate CRM solution for accounting professionals. Boasting a comprehensive suite of practical features, a user-friendly interface and a streamlined design free from unnecessary bloatware, ABLE makes managing crucial relationships a breeze.

See how we stack up against other CRMs

How ABLE Helps Accountants

Relationship Management

As a CRM for accountants, ABLE is designed to enhance relationship management. It organizes clients, referral opportunities, and prospects (CROPs) within accounts, structured using a company-based paradigm. Each company your firm works with gets a tile, and you can prioritize the most important tiles (representing the top 20% of relationships) on your dashboard. These tiles can be easily rearranged by dragging and dropping to reflect updates.

ABLE allows you to assign multiple firm members to a single contact for shared responsibility. The notes section serves as an ideal space for recording crucial information for team collaboration.

Your team can use ABLE to monitor interactions with various CROPs, categorized into major and minor connections. Major connections denote face-to-face meetings, while minor connections include other forms of contact. Each company tile employs a color-coded system to indicate your firm’s progress in meeting major and minor connection goals. This visual system allows for effortless evaluation, ensuring no opportunities are missed.

Thought Leadership

One of ABLE’s standout features is its content library, updated bi-weekly with insightful thought leadership pieces that your contacts may find valuable. Sharing pertinent articles and personalized messages with clients can facilitate your firm’s transition from compliance-based to advisory services. Furthermore, providing useful articles keeps your firm at the forefront of your clients’ minds.

Identifying appropriate articles for specific clients is simple with the content library’s industry-based filters. After selecting an article, you can draft a personalized email sent from your own email address to avoid spam filters.

ABLE’s dashboard allows you to monitor who has opened and read the articles you’ve shared. If you find an interesting piece online, ABLE’s bookmarklet lets you to add it to the content library for immediate sharing or future use. You can also incorporate your firm’s original thought leadership content into your personal library.

Sharing personalized content demonstrates your attentiveness to clients, positioning your firm as a trusted partner and enhancing client relationships.

Workflow Simplification

ABLE saves time by automating routine tasks, simplifying your firm’s workflow. You can create custom tasks that automatically update account information upon completion. Instead of needing to manually update account details, ABLE seamlessly syncs data for you.

ABLE’s unique deals pipeline streamlines workflow further. Unlike typical CRMs, ABLE’s pipeline is specifically designed to meet accountants’ needs without requiring extensive customization or plugin installations.

The deals pipeline is an organized and structured system that encompasses sales opportunities, referrals, and incoming and outgoing payments. By automatically updating client accounts according to these transactions, ABLE saves your firm valuable time and resources that would have otherwise been spent on manual data entry in spreadsheets. 


ABLE is the ultimate CRM solution for accounting professionals seeking a platform that is tailor-made for their needs. With a comprehensive set of features, a user-friendly interface and dedicated support, ABLE helps accountants manage client relationships effectively, promote thought leadership, become more advisory and simplify workflow. Contact us today to schedule a free demo and discover how ABLE can transform the way you manage your client relationships and grow your business.