Free CRM for accountants

Bitrix24 100% free CRM for accountants. Quotes, invoices, online payments, integration with Xero accounting software. Cloud and open source.

Free CRM for accountants

If you are an accountant, CPA or bookkeeper, looking for a free CRM, you’ll be impressed by Bitrix24. Available in cloud or as self hosted software, using PCI compliant AWS datacenters, it comes with unlimited client records, quotes, invoices, tasks, documents scheduling and time tracking even in the free version. Need integration with accounting software, like Xero? We’ve got that too. You can use this CRM to run your own practice, your client’s business or both. Register now or check out videos and CRM manual for quick start.

* 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

Free CRM accountants

Planner and scheduler

Accountants are busy. This is why Bitrix24 comes with daily, weekly and monthly planner and shared calendars. Bitrix24 lets you schedule appointments, will automatically remind you about client birthdays and create recurring tasks. With flexible access rights and multiple calendars, scheduling can be done by yourself, office manager or virtual assistant who works remotely. Bitrix24 calendars easily sync with your mobile phone, Outlook or Google calendars. Learn more

CPA free CRM

Clients and prospects

Bitrix24 CRM doesn’t just let you manage your existing clients but comes with powerful prospecting and lead management tools. You can qualify your leads, set up email marketing campaigns, provide quotes for your services and issue invoices or your behalf or your clients. Our system will store payment details (bank accounts, bank addresses, routing numbers, tax IDs, VAT IDs, business registration numbers, etc) for your clients, making it easy for you to make and receive payments on their behalf.

Free bookkeeping CRM

Workflow automation

Bitrix24 comes with its own workflow automation system. Five business processes come out of the box – leave requests, business trips, expense reports, purchase requests, general requests. You can create your own custom workflows, such as making sure that you have W9 or W8-BEN forms on file prior to making payments. Document approvals, board member votes – Bitrix24 does it all.

CRM CPA free

External access

You can give limited access to your Bitrix24 account to external uses, who are typically clients. This means that they will be able to access documents without having to call or email you first. Bitrix24 document management system works in a similar matter to Box, Dropbox, Google Drive and others, meaning you can give out public download links, share access to files or folders, synchronize documents between your account and your computer, as well as have access to data via mobile devices.

Free CRM for accounting firm

Bitrix24 CRM manual is available here. If you are interested in buying self-hosted editions of Bitrix24, which come with API, CMS and source code, can be easily customized and integrated with other tools, please download a trial version here.

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