CRM for accountancy firms

A CRM that knows what an accountant sells.

Prospects, pipeline, priced proposals, people and tasks — built around fees, engagement letters and Companies House, not "deals" and "leads" borrowed from a sales team. And when you win, the prospect becomes a client with a portal in one click.

Start free trial What's in it

£49 a month on its own, £129 with the client portal. 14 days free, no card.

app.practiceportal.uk/crm — the pipeline

Lead 3 · £7,200

Website enquiry — plumbing co
£2,400 · next action tomorrow

Meeting booked 2 · £9,600

Referral — dental practice
£6,000 · Thu

Proposal sent 1 · £3,600

Year-end + CT
£3,600 · chase Mon

Engagement letter 1 · £4,800

Out for signature
opened yesterday

Illustration — stage names, values and next actions are yours to set.

Why not a generic CRM

Capsule, HubSpot and the rest were built for sales teams.

They are fine address books. But they know nothing about year ends, engagement letters or a confirmation statement — so in most firms they fill up with contacts and the pipeline stays empty.

An organisation is a company

Type a company number and the record is built from Companies House — registered office, directors, year end, filing dates. The same record becomes the client record when you win. No re-keying, ever.

A pipeline shaped like yours

Lead → contacted → meeting → proposal → engagement letter → won. Rename and reorder as you like; value is annual fees plus one-off work, weighted by stage so the number at the top is believable.

Proposals priced from your catalogue

Put your services and pricing rules in once — flat, per head, turnover bands. Type a prospect's turnover and headcount and get three priced options (Essentials, Recommended, Complete) to send as a link. The prospect picks one and accepts online; the engagement letter is written from your template with the agreed services and fees, sent for e-signature, the opportunity moves along and onboarding starts. No Word, no PDF, no retyping.

Won is the start, not the end

Mark an opportunity won and the organisation becomes a client being onboarded — then send the portal link, the engagement letter for signature and the new-client checklist from the same screen.

Notes, calls and tasks where they belong

Log a call against the opportunity; set the next action; see everyone's tasks or just yours. Every organisation has a single timeline of everything that ever happened.

Your website feeds it

Point any form at your firm's lead address and enquiries arrive as prospects at the first stage, with the message logged, a next action set for tomorrow and your team emailed.

Bring Capsule with you

Export organisations, people and opportunities from Capsule as CSV and import them with a column map. Existing records are matched, not duplicated.

What's in it

Everything a small firm's business development actually needs.

Organisations & people

One list, prospects to clients

Every organisation you deal with, with status, source, owner, tags, last activity and next action. Every person, searchable across the lot.

Pipeline

A board you can read in a glance

Stages as columns, value and count per stage, overdue next actions flagged, won and lost recorded with reasons.

Web leads, import, tasks

The plumbing

A lead endpoint for your website, CSV import for Capsule or spreadsheets, internal tasks per person, notes and calls on a timeline, weighted pipeline and a dashboard.

Pricing