Inexpensive CRM for small accountancy practice?

Inexpensive CRM for small accountancy practice?

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Any ideas on the above topic?

I have looked through all older comments on this and some other websites, but I could not find any new recommendations.

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Replying to scalloway:
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By loud.speaker
04th Sep 2015 14:01

PM

I will have a look into your "little thread" closer later on as I found some new players for CRM in it.

 

Thank you very much for that.

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RedFive
By RedFive
04th Sep 2015 16:24

Capsule CRM

Depends on what functionality you are looking for.

'CRM' covers a multitude of sins.

I'm a one-man band and have used Capsule CRM since I started 4 years ago. Free for the first two years then happily paying less than £10 per month since as I needed more contact and storage space.

If you BCC every email to clients it keeps a running record of all interactions, plus an invaluable and simple task scheduler means I get a 'to do' list every morning.

 

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Replying to Tax Dragon:
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By loud.speaker
04th Sep 2015 16:49

Capsule CRM

I will certainly have a look at Capsule CRM as it seems to be very inexpensive :)

 

In a meantime I spoke to Logical Office and I have been told that they are going to issue in November a special edition of their software designed for accountants. It will probably be out of my price range anyway, but might be worth to look at for some of you.

 

Also, I just spoke to Drive CRM people and I am shocked with their prices.  For a 2 users licence they are looking for £2800 for the first year and £924 for the two following years plus £595 for the initial setup and training, and these prices include 20% discount and are based on 3 years contract! Also, the above prices are ex. of VAT, which means that for the practice like mine it would be even more expensive, as we are not VAT registered.

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RedFive
By RedFive
04th Sep 2015 17:00

Comparing Apples to Oranges

The problem is what is CRM to you is probably the same for me, but will be very different for a multi-national / employee business so trying to find the right solution is difficult.

Even (whisper it) Sage the 'cause celebre' of these parts has CRM Essentials for only £20+VAT per month, which seems cheap compared to your quoted prices.

Capsule CRM is £8 per month + VAT per user for 50,000 contacts and 2GB of storage which is more than enough for me, but I just scratch the surface of CRM.

I use it just as a Customer Relationship Management tool so don't need to pay for anything more. Oh wait, hold on a minute........

 

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Richard Sergeant
By Richard Sergeant
08th Sep 2015 12:39

CRM or PM

Good points made by @RedFive 

CRM as opposed to PM.

If it's pretty straight forward contact and opportunity management then you can also look at http://www.hubspot.com/crm/ which is free (with some obvious low price upgrades) and from a reliable vendor. Reporting is a little basic but robust integrations with outlook, gmail etc, and good features when combined with http://www.getsidekick.com/ email tracking tool.

 

 

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By loud.speaker
08th Sep 2015 12:57

CRM or PM

I am now trying to get on Protax's/Forbes' "ClientBase" as it comes with my Protax Combo package, which includes SA100, SA800, CT600 Full, and electronic filing. It is designed for accountants so has some special boxes like PAYE ref no, UTR no, Company's number, deadline dates etc.

 

I will give it a try and will decide if it's any good, but thank you for giving me another possibility with hubspot and getsidekick. I will check them as well.

 

 

 

 

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By playtime38
08th Sep 2015 21:26

Inexpensive Crm

Zohocrm free or very little per month, depending on how much you use it.

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By olivergleave
08th Mar 2016 17:23

Cloud based CRM

Hi everyone,

I picked up on this topic as part of my desktop research in to CRM systems for accountants. I am the founder of a CRM software business called Monii.  The goal of Monii is to make business easy, efficient and more intelligent.

Whilst it's early days for us, we have had some really positive feedback about our product.  In particular, our users like the speed and simplicity of the software.

We have recently concluded our Evaluation Program with over twenty firms and there has been a strong interest from finance professionals.  We are keen to work with accountants in shaping the next wave of functionality for the software; in particular our third party integrations with practice management software and other popular cloud based products such as Xero and SageOne.

We're looking at specific ways to protect accounts from revenue leakage, helping them with new business generation and empowering them to forge stronger client relationships.

I would be interested to know how you finally landed on your CRM of choice; and what you find works well.  I'm also keen to understand if you have any 'tut' factors - things that could be better.  I'm always keen to ensure my team builds what the customer actually needs, not what we think they want.

If you, or anyone reading this would like to connect with me directly, I'd be grateful for your input and comments.

Regards,

Oliver.

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