Get new clients every month with a CRM for Accounting Firms
Use an all-in-one tool CRM with social selling & sales prospecting features

Get the people you met online or in real life meeting at your accounting firm into a sales pipeline. It's not because you had a meeting with them that they will become customers.
Most of accountants clients nowadays are active online, especially on LinkedIn. Business owners are hanging out on LinkedIn, you should engage with them to stay top of mind so the day they need an accountant, they'll come to you.
As an accountant, you're not an influencer or a salesperson and so you must save time going back and forth between sales channels.
Generate leads at scale for your accounting firm with automated email sequences. You can send as many emails you want per day with multiple email accounts.
CRM features for Accountants
Our CRM allows accountants to build relationships faster with their existing clients and prospective ones on LinkedIn by easily aggregating the news about their network.
Breakcold CRM for accounting firms can be used to: