Software for accountants
Custom CRM for accountants
Here is what the custom CRM does for accounting firms. A pipeline for your leads and deals, with follow-up reminders and only the fields you use. It's built for one familiar headache: clients send receipts and bank statements late, in every format.
Where accounting firms lose time today
Clients send receipts and bank statements late, in every format. Nobody at a three-person bookkeeping practice signed up for that part of the job, and the custom CRM handles it.
What it looks like in practice
Take a three-person bookkeeping practice as an example. Every new lead appears in your own pipeline with its source. Each morning you see who needs a follow-up today. Moving a deal to the next stage sets the next reminder.
How it works for accountants
For a three-person bookkeeping practice, the flow is short and predictable.
- We map your stages and the details you track.
- I build a simple pipeline with search and notes.
- Lead sources feed in automatically.
- Follow-up reminders are built in.
- You get it deployed and own the data.
Tools it connects to
It plugs into the tools accounting firms already use, such as Outlook, and runs on Next.js, Supabase and n8n.
Questions from accounting firms
Does the custom CRM work with Outlook?
It depends on your Outlook plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the custom CRM, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
Can I change how it works later?
Yes. The custom CRM keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your clients, message me and I'll quote it first.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built