CRM for accountants
An accounting firm runs on deadlines and client requests. A CRM keeps them in one place, so nothing gets lost between email, messengers and spreadsheets.
What changes in your work
All work with a client is in one window, for you and for your colleagues.
- Every client has a card: contacts, contract, the whole conversation history.
- Requests from email, WhatsApp and Telegram arrive in one inbox.
- Deadline reminders: reports, tax returns, invoices for your services.
- You see who handles each client and what has been done.
How we set it up
First we look at how requests reach you today and how work with a client goes. Then we set up Kommo around your way of working, move your clients over from spreadsheets and email, and train the team. sowa.digital is an official Kommo CRM partner.
Who it is for
- Accounting firms and freelance accountants with regular clients
- Teams whose client requests get lost in email and messengers
Who it is not for
- Anyone looking for accounting software itself: a CRM does not replace it, it works next to it
Frequently asked questions
Will a CRM replace our accounting software?
No. Accounting software keeps the books; a CRM handles the work with clients: requests, messages, tasks and deadlines. They work together.
Can I see how it would work first?
Yes. Book a demo session: we will show how the CRM would work for your business. The demo session is free of charge.
