CRM for Accountants

Get one complete view of your clients, understand their needs and build closer relationships. Capsule CRM for accountants is the perfect solution to improve how you grow businesses and acquire clients.

Two women in a break-out area discussing business

Build client relationships like never before

Store everything you know about your clients in one central place. Record personal information, such as the name of your client's partner, children or the date of their next funding round. The more you know about your client, the easier it will be to engage with them and build close relationships.

A first-class experience for every client

Easily manage your sales opportunities in a clear and simple sales pipeline that reminds you to keep in touch with your prospects and stay top of mind. Visualizing your sales pipeline helps identify opportunities for client acquisition and retention.

For every client going through the pipeline, you can quickly spot trends and gain deep insights to create new tailored solutions.

"If accountants want to survive in the online environment, they have to change from the model of providing a service based on referrals to one where they're providing a solution to businesses. When you start selling a solution, your base widens, you can sell nationally. That's when you need a sales funnel and a CRM like Capsule to track all your opportunities."

Denis Breen

Managing Director, ProfitPal Accountants

Save time on admin, gain more with clients

Feel more organized by pulling all your client information from spreadsheets or apps into one place and reduce manual entry. Automation is key to a more effective client management system.

Connecting to accounting apps like Xero and QuickBooks Online is a breeze. When you connect these with other popular business tools like Gmail, Capsule gives you one complete view of your client.

Never miss a deadline

Rest easy using our task management tools, ensuring you and your team will never miss a deadline. Capsule tracks work back from or towards a set date. Simply create a list of tasks and get an email to remind you when the next step is due. Leave reminders for getting tasks done to Capsule.

Ultimate focus on your clients

Partners can be safe in the knowledge their clients' data is only accessible to them, as access levels are easily set for each member of the team. Confidentiality is necessary in every firm but especially in an accounting firm.

Focus teams by only displaying the customers they're responsible for, making it easier for them to keep the data clean and fresh.

Do even more with integrations

See all our integrations

Use the Capsule CRM integration for Xero and get one complete view of your business.

QuickBooks Online

QuickBooks helps you streamline your accounting processes and stay on top of finances.


Effortlessly track time, invoice clients, and manage payments with FreshBooks.


FreeAgent simplifies accounting – no more fighting with spreadsheets or clunky software hassles.

Why Accounting Firms Need a CRM

Accountants face several challenges in their profession, such as managing large amounts of data, staying up-to-date with tax-related laws, dealing with client expectations and maintaining client confidentiality. These challenges require them to be more organized, efficient and adaptable to changing circumstances. That's why accountants need a reliable system to help them do all this, and Capsule CRM is the perfect software solution for that.

Here are the top reasons why accountants and accounting firms need a CRM:

Work from anywhere with Capsule CRM On Mobile

Capsule CRM for mobile can help accounting firms collaborate efficiently by providing a centralized platform for gathering, storing and sharing information between employees and customers. Users can access customer data, perform tasks, and provide updates from anywhere, at any time, using a smartphone or tablet.

Free CRM for Accounting Firms

If you're still exploring the many possibilities a CRM can offer, then Capsule is the right platform for you as we offer a free version for accounting firms, accountants, financial analysts and other professionals. With our free CRM, you can access all the basic features of our software solution to improve your client management, automate administrative tasks and start embracing new technologies.

We also offer a free trial for all our paid plans, valid for 14 days and no card required. This free period gives you access to both the website version and mobile app. If you want to move forward with a plan, you can choose one of our four paid plans: Starter, Growth, Advanced and Ultimate.

​Trusted by thousands of accounting firms worldwide

Capsule CRM's name is synonymous with ease of use, productivity, and functionality. That's why we're trusted by thousands of accounting firms worldwide—by accountants, bookkeepers, financial analysts, consultants, and other professionals in the field of accountancy. Capsule CRM for accounting firms is your best partner to generate leads and turn them into loyal, long-term clients.

CRM for accountants: Frequently asked questions