Get New Clients Every Month with Upsurge CRM for Accounting Firms

Use an all-in-one tool CRM with social selling & sales prospecting features

Introducing Upsurge CRM for Accounting Firms

Are you in search of a CRM solution tailored to the specific needs of accounting firms? Look no further than Upsurge CRM – the ultimate tool to streamline client relationships, enhance collaboration, and revolutionize your accounting practice.

Client-Centric Relationship Management

Upsurge CRM empowers accounting firms to efficiently manage client information, communication history, and individual preferences. Foster personalized interactions that strengthen client relationships and build trust.

Efficient Client Segmentation and Categorization

Organize clients seamlessly with Upsurge CRM. Segment them based on industry, service type, or engagement level for targeted communication and service delivery.

Client Communication and Engagement

Connect with your clients on a deeper level using Upsurge CRM’s engagement features. Deliver personalized messages, important updates, and valuable insights to keep your clients informed and engaged.

Project Tracking and Analytics

Utilize Upsurge CRM’s project tracking and analytics capabilities to monitor project progress, resource allocation, and client satisfaction. Make data-driven decisions to optimize project management and client service.

Task and Deadline Management

Stay on top of crucial client interactions and project milestones with Upsurge CRM’s task and deadline management tools. Set reminders for important deadlines, follow-ups, and project checkpoints.

Document Management and Collaboration

Store and share important documents, financial reports, and client communication history efficiently within Upsurge CRM. Access materials quickly during client interactions and team collaborations.

Billing and Invoicing Integration

Integrate Upsurge CRM with your accounting and invoicing tools for a seamless billing process. Keep track of invoices, payments, and financial interactions in one centralized platform.

Client Feedback and Satisfaction Monitoring

Implement client feedback mechanisms with Upsurge CRM to gauge client satisfaction and identify areas for improvement. Strengthen your client relationships by actively addressing their needs and concerns.

Client Referral Tracking

Keep track of client referrals and sources with Upsurge CRM. Understand which channels are generating the most valuable referrals for your accounting firm.

Custom Reporting and Insights

Generate customized reports and gain valuable insights from Upsurge CRM’s data analytics. Leverage these insights to make informed decisions and refine your accounting strategies.

Team Collaboration and Communication

Foster collaboration within your accounting team using Upsurge CRM. Share client updates, collaborate on projects, and ensure everyone is aligned for delivering exceptional client service.

Social Selling CRM For B2B Companies​

You can customize it to whatever you do and however many businesses you have. Sign up for a free trial with Upsurge CRM.

Trusted by 100+ enterprises to run their entire CRM for Accountant

Jennifer White CPA

UpsurgeCRM has become our go-to CRM solution in the accounting industry. Its seamless integration with accounting software and efficient client management have significantly improved our firm's operations.

David Collins Tax Consultant

We've been using UpsurgeCRM in our accounting firm, and it's been a game-changer. It streamlines client interactions, document sharing, and appointment scheduling. It's a must-have for any accounting firm.

Ready to try Upsurge CRM for Accounting Firms?

Sign up for a free trial with Upsurge CRM.