Free CRM for Accountants and Bookkepers

Bitrix24 100% free CRM is perfect for accountants and bookkeepers.

Best Free CRM For Accountants and Bookkeepers

Why do so many accountants love Bitrix24? Easily organize your billing with free CRM and invoicing inside Bitrix24. Perfect for large and small businesses, you get an all-round business tool that goes way beyond simply quoting and invoicing. Your CRM lets you grow your relationship with your customers, and quotes and invoices are just one part of that. With so many integrations, you can talk to your clients on whatever platform they want and keep a record of all interactions and billing in one place. When you’re ready to send the invoice, in just a click of a button, you can send it by email or print it as a PDF.

Bitrix24 is a free CRM with invoicing and quotes. Quote and invoice forms in Bitrix24 are fully customizable, so you can add your logo, custom fields and rearrange information as you'd like. Quotes can be converted to invoices with just one click, and invoices can be either printed out or emailed to clients. Most importantly, even a free plan in Bitrix24 comes with unlimited users, quotes, and invoices.

Wouldn’t it be great if you could put all your business management tools in one place. Now you can. Bitrix24 is a true all-rounder that lets you plan your tasks, send invoices, host videoconferences, and much more. You can use one tool to expand your business in all directions, and the depth isn’t bad either. Compared with other free business process management tools, you get a lot more features. 

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

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Basic Features

  • Unlimited users free
  • Custom quotes and invoice 
  • 5GB free online storage
  • Web based and on premise
  • Unlimited CRM records free
  • CRM Import/Export
  • Flexible access rights
  • Free mobile apps for iOS and Android
  • API and source code available

Best Free CRM

  • Leads/Contacts/Companies/Deals
  • Custom sales stages
  • Custom fields in CRM
  • Quotes and Invoices
  • Products and Product Catalog
  • CRM activity stream
  • Currencies and taxes

Import & Export

  • Excel & CSV
  • Email to lead
  • Call to lead
  • Web to lead (external web forms)
  • Manual entry
  • Mobile entry

Sales Automation

  • Custom workflows (business processes)
  • Email marketing
  • Access rights
  • Automatic lead assignment
  • Sales funnel
  • CRM reports
  • Tasks and documents
  • Calendar and scheduling

Call Center and Telemarketing

  • Incoming calls
  • Outbound calls
  • Rent local number
  • Rent toll free number
  • Use your number
  • Call recording
  • Call forwarding

For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

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