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CRM for accountants? Really?

Many accountants and bookkeepers think CRM is just for sales teams. Others see it as overly complex. In reality, it’s simply a better way to manage clients, deadlines, and communication—without the chaos.

If your contact list is overflowing, details are getting lost, or follow-ups are slipping, it might be time for a CRM.

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Real Impact for real businesses

Account Management Software For Small Business

Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand.

If you are an accountant, CPA or bookkeeper, looking for a free CRM, you’ll be impressed by Bitrix24, it comes with unlimited client records, quotes, invoices, tasks, documents scheduling and time tracking even in the free version.

Remembering tax and financial year-end dates will be automated and documents will be stored on a central drive where even your customer can have access to upload or update them.

The Difference One Platform Can Make

WORK smarter, ACHIEVE MORE

Your workday right now

When accounting is sorted… but everything else isn’t

Tight deadlines that don’t wait
Shifting priorities from multiple clients
Critical information scattered across emails, spreadsheets, and messaging apps
Hours lost chasing updates or re-entering data

The Hidden Cost

Missed follow-ups = missed revenue
Double work for the same income
Limited single view of client work in progress
Difficulty tracking time spent

Bitrix24 As The Solution

What if your team could:

Allocate work across departments effectively
Track billable hours
Manage recurring tasks like VAT & PAYE per client automatically
Keep all communication, files, and history in one place

the solution

Why a Centralized CRM Changes Everything

Disorganization in daily operations can create more work, slow response times, and reduce overall efficiency.

SCATTERED CONTACTS AND LOST DOCUMENTS ARE SLOWING YOU DOWN

Sticky notes, outdated spreadsheets, and paper filing cabinets turn managing contacts and documents into a daily headache. When information is scattered, finding what you need wastes time, money, and opportunities.

With a CRM, every contact, lead, referral, client, and partner is stored in one centralized, easy-to-access place. No more digging through drawers or endless folders—just instant access to the right information, exactly when you need it.

MISSED FOLLOW-UPS ARE COSTING YOU CLIENTS

When follow-ups slip through the cracks, opportunities vanish. Without a clear system, staying proactive is tough, and by the time you remember to check in, your competition may already have closed the deal.

A CRM makes proactivity simple. Assign tasks and activities to every lead or referral, track each opportunity through every stage of the sales cycle, and get alerts before prospects or clients fall off your radar. With complete control over your pipeline, you’ll know exactly where you stand with every opportunity and hit your targets with confidence.

SLOW RESPONSES DAMAGE CLIENT TRUST

If your team has to dig through emails, notes, and call logs just to see where a conversation left off, responding quickly is nearly impossible. Every delay risks missed opportunities and frustrated clients.

Bitrix24’s CRM stores every interaction and contact history in one place. Phone calls, messages, emails, and meeting notes are logged automatically and linked to the right contact or company record. With everything at your fingertips, you can respond faster, plan your next move using integrated tasks and workflows, and keep deals moving forward without missing a beat.

LACK OF VISIBILITY CREATES MISALIGNED PRIORITIES

When different team members have incomplete or outdated information, priorities get misaligned—resulting in duplicated work, missed deadlines, and lost momentum.

With a CRM, everyone sees the same up-to-date data in real time. This transparency keeps your team aligned, ensures the right tasks are being tackled first, and helps you make smarter, faster business decisions.

The result?
Less admin. Fewer errors. Happier teams. Faster payments.

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Sage + Bitrix24 Integration

Connect your Sage Accounting with Bitrix24 CRM to keep your sales, customers, and finances in sync. Manage contacts, track deals, send invoices, and monitor payment status, all without switching between systems.

Learn More About the Integration