Finding a CRM can be a daunting task. With so many vendors claiming to have the best CRM tool, how do you decide? By focusing on what’s important to YOUR accounting firm.
Do you want a platform with a straightforward interface with a minimal learning curve? Does your team of CPAs prefer human interaction over automated responses? Are you looking for a CRM suited to the budget and needs of your small business?
The right CRM for you depends on your answers to those questions.
Our robust CRM platform can help you and your firm:
- Close more deals
- Manage your top business relationships
- Build your brand as a trusted advisor
- Promote team accountability
ABLE is really all the CRM you’ll ever need. Check out all our features.
How does ABLE compare to other CRM platforms?
We looked at the leading CRM tools on the market and compared their features so you don’t have to. See which features ABLE offers to help your firm grow.
| ABLE | CCH | ContactEase | HubSpot Marketing Pro | iChannel | Microsoft Dynamics 365 | Nutshell | ResultsCRM | SalesForce | SugarCRM | Templeton Solutions | Thomson Reuters | ZoHo CRM+ | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pipeline/Funnel Reporting | |||||||||||||
| Opportunity Management | |||||||||||||
| Custom Tags/Fields | |||||||||||||
| Web-based Platform- Nothing to download | |||||||||||||
| Personalized email capabilities | |||||||||||||
| Content Library & Distribution | |||||||||||||
| Live Support | |||||||||||||
| User Accountability Manager | |||||||||||||
| Shared user activity feed | |||||||||||||
| Easy identification of most important relationships | |||||||||||||
| User Community | |||||||||||||
| Personalized Onboarding | |||||||||||||
| Client/Customer History | |||||||||||||
| 60-Day Money Back Guarantee | |||||||||||||
| All customers utilize the same version of platform | |||||||||||||
| Turn-key solution with minimal configuration | |||||||||||||
| Personalized Adoption & Engagement Support | |||||||||||||
| Easy User Interface | |||||||||||||
| Designed specifically for CPA firms |
Our team is committed to helping your team successfully use ABLE to remain relevant. Manage your most important relationships and accelerate your business development for less than $50 a month per user.*
Ready to learn more about how ABLE stacks up? Schedule a demo today.
*based on 10 users. See full pricing details here.