What is bookkeeping CRM?
Power your practice with Pipedrive’s CRM for bookkeepers
A bookkeeping CRM gives you a clear view of client activity and communication so you can deliver consistent service.
Pipedrive brings structure to your daily workflow, helping you track individual client needs without digging through emails or spreadsheets.
See how Pipedrive helps bookkeepers manage relationships, automate routine work and keep every account running smoothly.
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Simplify client and record management with Pipedrive’s bookkeeping CRM
Every client has their own timeline, and it’s easy for things to fall through the cracks. Pipedrive keeps everything organized, so you always know what needs attention and when.
Stay organized: Track every client interaction, request and due date from one place.
Work smarter: Set up recurring invoice reminders and check-in emails to save time.
Prioritize clients: Use your pipeline to spot bookkeeping priorities and free up time for accounts that need your focus.
Pipedrive’s bookkeeping CRM platform
What to look for in a bookkeeping CRM
The right CRM should support bookkeeping practice management, not just store customer data. Look for these key features to serve clients better and grow your business:
Track performance. Monitor client account activity and recurring tasks with customizable insights and AI-generated reports.
Collaborate with ease. Assign reconciliations, share account notes and align efforts in a collaborative CRM for teams.
Onboard clients faster. Get set up quickly with guided onboarding and customer support for your bookkeeping efforts and more.
Capture new leads. Collect client details and route them straight into your CRM with customizable web forms and lead distribution software.
Track your work with visual pipelines for bookkeeping workflows
Managing accounting business clients can get complicated without a clear process to follow.
Visual task management helps you track each client’s progress and what needs to happen next, whether it’s monthly payroll, tax prep or catch-up work.
Set up Pipedrive’s user-friendly pipelines to stay on top of every task and keep your bookkeeping moving efficiently.
Learn more about Pipedrive’s visual sales pipeline management functionality.
Save time on routine bookkeeping tasks with automation
Repetitive tasks like sending invoice reminders and updating deal stages can slow your day.
Workflow automation handles these routine steps in the background, helping you move faster and keep clients satisfied.
Use Pipedrive to automate sales tasks like sending emails, creating pipeline activities and moving deals between stages without lifting a finger.
Learn more about Pipedrive’s sales automation capabilities.
Stay on top of client communications with email tracking
Client conversations can get lost in your inbox, making it hard to remember who replied and who didn’t.
Email tracking tells you when clients open your emails so you can confidently time your next step.
Use Pipedrive’s marketing automation to track engagement, link emails to contact records and follow up while you’re still top of mind.
Learn more about Pipedrive’s email marketing and tracking tools.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped Network Financial Planning expand by 600%
When Network needed more efficient client and lead management, it switched to Pipedrive for a flexible, all-in-one CRM tool.
The team centralized contact data, automated tasks and used custom fields to map the full client journey from onboarding to delivery. With better forecasting and visibility, they now complete 50% more work.
“The whole customer journey is designed in Pipedrive. With Chatbot and Web Forms, all the information is directly linked to the fields we’ve created, making our life much easier.”
Streamline client onboarding with Pipedrive’s Smart Docs feature
Smart Docs gives bookkeepers the tools to send proposals and get client sign-offs without leaving Pipedrive.
It’s included with select subscriptions or available as an add-on to simplify document sharing and approvals.
Smart document templates. Create templates for service agreements, onboarding forms and more.
Receive e-signatures. Send reports, statements or other tax docs for authorization and receive instant notifications when clients sign.
Real-time tracking. Track when clients open, view or sign sent documents so you can follow up promptly.
CRM-connected docs. Pull client details straight from contact records to auto-fill documents and save time.