CRM for Accountants

All the tools you need to win the right business, more regularly

  • Centralised contacts database
  • Track leads & opportunities
  • Microsoft Outlook integration
  • Forecast & demand reporting

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CRM for Accountants... In the Cloud

Accountancy practices are unique. You don’t have career sales people responsible for new business. Instead, you have Partners with a background in delivery... who are busy with a thousand other things.

Regular CRMs are built for product companies and overflow with irrelevant features. CMap’s CRM is built specifically for accountants and is brimming with highly-targeted and intuitive functionality.

CMap capacity vs demand reporting

The Power of Inbuilt CRM

With a separate CRM, data is inconsistent. For example, a “deal value” may be nothing more than a number typed into a field. Whereas CMap’s innovative “Fee Estimator” robustly calculates this value, considering roles, rates and deliverables.

Separate CRMs are limited to a pipeline-only view, but with CMap you get the full picture: combining pipeline and live engagement data into powerful, consistent reporting.

Cross-Sell Additional Services

Selling additional services into existing clients is key to the commercial success of any accounting practice, but which services should you be cross-selling, and into who?

CMap’s “Sales Matrix” report shows you the services clients have—and haven’t—bought, identifying the white space, and enabling you to take proactive steps to promote relevant services and generate new opportunities.

See CMap's CRM for Accountants in Action

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Centralized AML & KYC Data

Streamline and standardize your onboarding processes with AML, KYC and risk data recorded directly on the company record.

Capture information on initial take-on, perform regular risk reviews and generate compliance reports & dashboards without leaving CMap.

CMap company details page

Centralized Contacts Database

The companies and contacts within your known universe are one of your greatest assets. CMap ensures that this critical data is accessible and secure.

CMap is packed full of tools that help your people effortlessly get contact data where it needs to be—into the database—and helps you to keep your data accurate and up-to-date.

A rock-solid contacts database is at your fingertips.

CMap KAM profile

360° Customer Views

CMap's CRM for accountants provides a 360° view of clients, including a breakdown of past, present and future jobs, as well as performance data that highlights how successful your engagements are with the client.

Combined with CMap’s “activities” functionality to record interactions (e.g. business development follow-up, meeting notes, etc.), you have everything you need to provide a tailored and appropriate experience to your clients.

CMap microsoft outlook integration

Microsoft Outlook Integration

People live within email, which is why we took popular functionality from the web-app and put it at their fingertips within Outlook.

When a new opportunity hits your inbox, the days of manually creating an opportunity in the CRM are over. With “CMap For Outlook”, opportunities are recorded without ever needing to leave the comfort of your inbox.

"We can see at a glance key performance indicators including margin, recovery rate, WIP and overruns... CMap is incredibly user-friendly, has a powerful reporting tool built-in and provides an accompanying phone app.”

Phil Ruelle, BDO Jersey

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