A proper accounting CRM gives you complete visibility of every lead, every client, and every opportunity — in one place.
Not just contact storage — a complete client acquisition system
All leads and clients in one database with full history
Visual pipeline showing every deal stage at a glance
Send, track, and automate emails directly from CRM
Text clients and leads for higher engagement
Built-in scheduling that syncs to your calendar
Trigger actions based on lead behavior
Attach files and documents to client records
Track conversion rates, sources, and ROI
After testing dozens of CRMs, we've found GoHighLevel to be the best fit for UK accounting practices. Here's why:
CRM, email marketing, SMS, forms, landing pages, booking, and automation in one system. No more juggling multiple tools.
Unlike generic CRMs, it's designed for practices that need to capture leads, nurture relationships, and book appointments.
Create complex workflows that handle follow-ups, onboarding, and review requests automatically.
Pricing that makes sense for small to mid-sized practices, not just enterprise firms.
GDPR-ready with proper data handling and consent management.
Book a demo and see how a proper CRM can transform your accounting practice.
Part of our complete marketing automation for accountants.
Book a 15-minute walkthrough and discover quick wins for your practice