It is time for me to revisit the topic of Client Relationship Management systems. I put together notes here in 2014 and in 2012 for the NJCPA. I am looking for a CRM that is well-suited for a sole practitioner CPA practice.
I’ve been using Pipedrive and there are many things I like about it. Price and simplicity are near the top. But I am frustrated with a few issues: a) lack of Microsoft Office platform integration, b) the sales process focus vs. a project management and long term relationship management that I need.
Of course it has to be multi-platform and cloud-based. It would also be great if a CRM tied into QuickBooks, Ringcentral, LinkedIn, Mailchimp, etc.
That’a all I have so far. Comments welcome!