CRM Software

emma1801 Registered Posts: 55 Regular contributor ⭐
Hey everyone

I have been looking at the accountancy manager CRM software, has anyone had any experience with it?

Or what would you recommend please?


  • Gavra
    Gavra Registered Posts: 3 New contributor 🐸
    edited October 2022
    Mostly all accounting CRMs offer the same functionalities and features depending on your requirements and necessities. From millions of CRMs online, I picked out three that caught my attention:
    Zoho Books is great for organizing webinars, converting attendees to leads, and getting webinar reports. Its internal portal is great for your team to collaborate.
    Keap easily set up appointments, track leads, and send quotes. It creates pre-built reminders, automated emails, and texts.
    HubSpot is about pipeline management, prospect, deal tracking, and easy lead enrichment.
Privacy Policy