See Why Accountants are Choosing cbmCRM!

Gain more efficiency and reclaim valuable hours in your day, all while boosting your bottom line!

If you're looking for a new way to streamline your accounting practice, gain back precious time, and ultimately increase your revenue, then you've absolutely landed in the right place!

You have the potential to optimize your workflow and elevate your client relationships. 

While the demands of an accounting practice are certainly dynamic - requiring you to manage deadlines, nurture client connections, and ensure smooth financial transactions - these are all areas ripe for positive transformation and greater control.

At cbmCRM, we understand the unique challenges accountants face. That's why we've built a powerful CRM specifically designed for accountant’s needs, going beyond just software. We offer a comprehensive solution that includes monthly development updates, automations and full implementation.

So, why are more and more accountants choosing cbmCRM over other CRMs that leave you to figure things out on your own? Here’s what sets us apart:

• All-in-One Powerhouse: cbmCRM is designed to be your central hub, helping you manage everything from client communications (including emails, and chats) to secure document storage and lead generation.

• Say Goodbye to Manual Tasks: Imagine automating those repetitive tasks that eat up your day! With cbmCRM, you can automate follow-ups and reminders so you never miss a crucial tax deadline or client meeting again. You can also automate invoice and payment tracking, including sending out reminders and overdue notices.

• Seamless QuickBooks Integration: Forget about manual data entry! cbmCRM seamlessly syncs with QuickBooks to automate invoice tracking, payment reminders, and financial record updates. This direct integration saves you time and reduces the risk of errors.

• More Than Just Software – It’s a Partnership: We know that implementing a new system can feel daunting. That's why cbmCRM includes expert guidance and hands-on implementation. We’re here to help you get set up, customize workflows for your specific accounting processes, and ensure you’re getting the most out of cbmCRM. This level of support and dedicated help in setting up and optimizing the system is a key differentiator.

Built for Your Success: We're not just offering a tool; we're offering a way to transform your accounting practice. Our goal is to help you achieve tangible results like 25% less time on admin work, fewer missed deadlines, and faster payments. This translates to improved client relationships and a more efficient, profitable business.

With cbmCRM, you're not just getting a CRM; you're gaining a dedicated partner committed to simplifying and automating your accounting practice. We provide dedicated support to help you onboard, customize workflows, and ensure cbmCRM fits your firm’s specific needs.

Ready to experience the difference? Schedule a free demo today to see cbmCRM in action and speak with our experts about how we can customize the platform for your accounting firm. Let us help you move from juggling to thriving!