Accountants - Tired of Chasing Payments? This CRM has Automated Invoice Tracking

If you are an accountant, bookkeeper, or any type of financial professional, your days are likely packed. Managing multiple clients, navigating complex financial records, and hitting crucial deadlines are all in a day's work. Amidst this whirlwind, one task often feels like a persistent, time-consuming drain: following up on outstanding invoices - ugh!

Hopefully you are not manually tracking who owes what, when payments are due, and sending reminder after reminder - and if your CRM isn't automatically doing all that for you - then it's a process prone to human error - emails can get lost, follow-ups can be forgotten in the rush, and valuable time is diverted to administrative tasks. The frustration of delayed payments compounded by the tediousness of manual tracking is a burden we know many of you carry. 

Get the relief you deserve.

Accountants and bookkeepers are choosing cbmCRM, a budget-friendly CRM designed specifically for professionals like you, a system that effortlessly handles this crucial yet often overlooked aspect of your business. 

Our CRM includes the initial development and monthly development updates and goes beyond basic contact management to offer powerful features designed to streamline your entire workflow, including a robust solution for automated invoice tracking and so much more. 

Say Goodbye to Manual Follow-Ups and Hello to Efficiency:

• Automated Invoice Reminders: cbmCRM allows you to set up automated, customizable reminders that are sent to clients based on your predefined schedules. No more manually drafting emails or worrying about who you've contacted. Our system ensures timely and professional communication, improving your cash flow without you lifting a finger.

• Payment Tracking Dashboard: Gain a clear and instant overview of your outstanding invoices with our intuitive payment tracking dashboard. See at a glance which invoices are pending, overdue, and paid. This centralized view eliminates the need to sift through emails or spreadsheets, providing you with the critical information you need, instantly.

• Improved Cash Flow: By automating reminders and closely monitoring payments, you'll naturally experience faster payments and improved cash flow. This allows you to better plan for your business's future and focus on delivering exceptional service to your clients.

• Reduced Administrative Burden: Reclaim valuable hours previously spent on manual invoice follow-ups. Let cbmCRM handle the repetitive tasks, freeing up your time to focus on higher-value activities, client relationships, and business growth.

• Professional Communication: Ensure consistent and professional communication with your clients regarding invoices. Automated reminders can be tailored to maintain a positive client relationship while effectively prompting payment.

cbmCRM is more than just a CRM for accountants, it's a comprehensive solution built with your unique needs in mind. We understand the intricacies of managing an accounting firm, which is why we've included features like automated tasks, custom workflows, and client management dashboards - all designed to simplify your operations and boost your productivity.

We handle the setup, customization, automation, and training, so you can focus on what you do best: providing expert financial guidance. Let cbmCRM take the stress out of invoice tracking and help you achieve a more organized, efficient, and profitable practice.

Isn't it time to up your game? Let’s chat! Schedule a demo today to learn how cbmCRM can work for your business and take the stress out of client management.