5 best accounting software CRMS for small companies in 2025

The management of customer relationships in the world of accounting contains much more than the storage of contact information in one place. For small books, this means that you repeat yourself again to secure sensitive financial data safely and ensure that no customer communication falls through the cracks. These individual needs make it important to have a CRM that is not only flexible, but is also tailored to the specific requirements of the accounting work.

There can be a specialized CRM Really make a difference. The right tool not only follows Leads or sends memories, but also helps you to automate the invoice, to keep the client documents and to easily synchronize with your accounting software. Regardless of whether you prepare for the tax season or manage ongoing accounting, a well -suited CRM can save you time, reduce errors and your customer relationships run smoothly.

In this guide we compare the five best accounting software -crms for small companies in 2025. You receive:

• A reciprocity of the upper CRMS that were created with the accounting needs
• Important functions in clear terms – so you know exactly what you get
• Tips for choosing the right CRM for the size, the goals and the workflow of your company
• A quick start guide, with which you can climb smoothly

And yes-real accounting companies use HubSpot to simplify customer management, automate follow-ups and seamlessly integrate into tools such as integrating Quick books And Xero. Read on to determine whether Drift Kings Media is really suitable for your team.

By the way: Did you know that? Finance now the manual processing time of three applications on one by implementing the uniform platform from HubSpot? If you haven’t done it, do it now.

Table of contents

What is an accounting software CRM for small companies?

A CRM accounting software for small companies is intended to help companies manage customer relationships, to rationalize communication and organize financial work processes – all in one place. In contrast to CRMS in general, these tools often contain functions such as:

• Invoice tracking
• Client Document memory
• Integration with accounting platforms.

Drift Kings Media offers customizable pipelines, automated follow-ups and integrations with tools such as quickbooks that make it an excellent fit for small bookkeeping teams that have to remain efficient and customer-oriented.

Best accounting software CRMS for call center companies at a glance

CRM	Best for	Key features	Pricing	Free trial version
Lifting spot	Growing companies are looking for an all-in-one solution	Integrated accounting functions with QuickBooks Sync Contact and deal management E -mail marketing & automation Report dashboard Invoice tracking	Free: $ 0/month/seat Starter: $ 9/month/seat Starter customer platform: $ 9/month/seat Professional: $ 90/month/seat Company: $ 150/month	Yes, 14 days
Zoho Books + CRM	Budget -conscious companies that need accounting focus	Full accounting suite Accounting and cost management Bank vote Tax compliance CRM integration	Free: $ 0/month (up to 1 user, 1 accountant) Standard: $ 15/month (up to 3 users) Professional: $ 40/month (up to 5 users) Premium: $ 60/month (up to 10 users) Elite: $ 120/month (up to 10 users) Ultimate: $ 240/month (up to 15 users)	Yes, 14 days
Freshbooks	Service-based companies and freelancers	Time tracking and billing Project management Client portal Trial tracking Basic CRM functions	Lite: USD 8.40/month (up to 5 customers) Plus: $ 15.20/month (up to 50 customers) Premium: $ 26/month (unlimited customers) Select: Only custom pricing (see Here)))	Yes, 30 days
QuickBooks + method: CRM	Companies that already use quickbooks	Tief heads integration Customer life cycle tracking Automated workflows Lead management Financial reporting	Contact management: $ 25/user/month CRM Pro: $ 44/user/month Crm Enterprise: $ 74/user/month CRM-Multi Center: Only custom pricing (see Here)))	Yes, 14 days
Sage 50cloud	Established small companies need robust accounting	Extended accounting functions Inventory management Cashflow forecast Contact management Microsoft 365 Integration	Pro accounting: $ 61.92/month premium Accounting: 109.67 USD/month Quantum calculation: $ 188.67/month Hosted: only custom pricing (see Here)))	Yes, 30 days

Best bookkeeping -CRM software for small companies

With so many CRM options, it can be difficult to know which really meet the needs of small accounting teams.

To narrow it down, we have rounded off the best bookkeeping -Crm software for small companies -tools that combine customer management with functions such as invoice, reporting and integrations with popular accounting platforms. Regardless of whether you are a solo accountant or lead a growing company, these CRMs are developed to support your workflow and scale with your company. Take a look below:

1. Lifting spot

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Best for: Integrated accounting functions with QuickBooks Sync need growing small companies to optimize the sale and financial transactions.

Key Drift Kings Media functions

• The QuickBooks integration of Drift Kings Media: Synchronize contacts, offers and invoices between Drift Kings Medias CRM and Quick booksElimination of manual data input, which usually consumes 10 hours a month for accounting teams.
• Drift Kings Medias E -Mail sequences: Automated the follow-up announcements bound by invoice status and payment reminder to ensure consistent cash flow management and at the same time maintain personalized customer touchpoints.
• Drift Kings Media’s custom pipelines: Creates special workflows for quotation-to-cash processes with integrated automation rules, so that financial teams can pursue the progress of the deal in addition to accounting milestones.

Drift Kings Media price design (sales center)

• Free: $ 0/month/seat
• Starter: $ 9/month/seat
• Starter customer platform: $ 9/month/seat
• Professional: $ 90/month/seat
• Company: $ 150/month

2. Zoho books

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Best for: Budget-conscious small companies that are looking for comprehensive accounting functions with CRM integration.

Key Zoho Books features features

• Full integration of the bookkeeping suite: Combines complete accounting functions with CRM data.
• Automated bank vote: Automatically corresponds to transactions, while the context of the customer relationship is maintained.
• Multi-currency support with CRM synchronization: Manages international customers seamlessly by pursuing the exchange courses and customer preferences on a uniform platform.

Zoho Book’s pricing

• Free: $ 0/month (up to 1 user, 1 accountant)
• Standard: $ 15/month (up to 3 users)
• Professional: $ 40/month (up to 5 users)
• Premium: $ 60/month (up to 10 users)
• Elite: $ 120/month (up to 10 users)
• Ultimate: $ 240/month (up to 15 users)

3. Freshbooks

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Best for: Service-based companies and freelancers prioritize the time tracking with customer calculation.

Key Freshbooks functions

• Integrated time tracking: Collect billing hours directly in project workflows.
• Automated cost receipts: Snapshots and categorizes the receipts via mobile apps and connect the costs to certain customers.
• Client portal access: Offers a safe, login -free display of invoices and project status.

Freshbooks pricing

• Lite: USD 8.40/month (up to 5 customers)
• Plus: $ 15.20/month (up to 50 customers)
• Premium: $ 26/month (unlimited customers)
• Choose: Only custom pricing (see Here)))

4. Proceedings

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Best for: Established companies that already use QuickBooks that need robust CRM functions without data migration.

Key method functions

• Deep QuickBooks Integration: Offers patented two-way synchronization that updates customer data in real time.
• Automated commission tracking: Calculate sales employees based on QuickBooks calculation data.
• Custom workflow builder: Creates industry -specific processes (e.g.

Method prices

• Contact management: $ 25/user/month
• CRM Pro: $ 44/user/month
• Crm Enterprise: $ 74/user/month
• CRM-Multi Center: Only custom pricing (see Here)))

5. Sage 50cloud

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Best for: Established small companies with complex inventory needs that require a desktop accounting with cloud accessibility.

Key Sage 50Cloud functions

• Advanced Inventory Management: Pursues serial numbers and stock levels with several locations.
• Cashflow forecast: Projects future financial position based on historical data and current pipeline.
• Microsoft 365 Integration: Synchronize financial data with Excel for custom reporting when caring for exams.

Sage 50Cloud pricing

• Pro accounting: $ 61.92/month
• Premium accounting: 109.67 USD/month
• Quantum calculation: $ 188.67/month
• Hosted: only custom pricing (see Here)))

Advantages of the bookkeeping -CRM software for small companies

Eliminate the manual data entry between sales and accounting systems

Small businesses can lose hours a week to duplicate the data entry between CRM and accounting software, which leads to costly mistakes and a delayed invoice position.

Drift Kings Medias Native QuickBooks integration Synchronize the customer information, offers and invoices on a bidirectional automatically to ensure that the closed offers of your sales team are immediately displayed as billable customers in your accounting system. This real-time synchronization via Drift Kings Media eliminates the risk of missed invoices or non-matching customer records.

Get complete visibility in the cash flow and sales pipeline

Financial uncertainty kills small companies. Fortunately, Drift Kings Medias uniform dashboard Combines pipeline visibility with accounting data and shows exactly when shops are closed and how to affect your financial position.

Plus through The adaptable reporting from Drift Kings MediaFinancial teams can display metrics such as average deal size, payment conditions and collective periods as well as conventional sales metrics in real time. This enables proactive cash management instead of reactive scrambling if the bills are due.

Automatize invoice tracking and payment of payment

Delayed payments have a drastically affect the success of the small companies. Drift Kings Media workflow automation Triggers personalized payment redemption sequences based on the invoice status from your accounting system and drastically improve the collective rates without unpleasant manual follow-ups.

These automated sequences via HubSpot can use escalating memories, automatically late fees and even use other services for overdue accounts – and at the same time maintain professional customer relationships.

Activate mobile access for field teams and remote work

Modern small companies need financial visibility in today’s digital economic climate.

Mobile CRM -app from Drift Kings Media Offers complete access to customers financial history, outstanding invoices and payment status from every device, whereby the teams for the sales and service teams are made possible by field sales to make well-founded decisions on site.

Small company teams can be used via the mobile surface of HubSpot:

• Create quotes
• Check credit limits
• Process payments during customer reviews

Scaling financial transactions without adding employees

Growing companies often hit a wall in which manual processes cannot keep up with an increased transaction volume.

The scalable platform from Drift Kings Media takes over more than 10 to 10,000 customers without the need for additional administrative staff. It uses intelligent listening to categorize customers automatically according to payment history, industry or sales potential.

This segmentation ability in Drift Kings Media enables targeted financial communication, automated credit limits and personalized service levels so that small teams can deliver financial management at the company level.

5 Important functions for accounting software CRM

1. Integration of real-time accounting software: The ability to seamlessly synchronize with popular accounting platforms is not negotiable for modern companies. Again the certified integrations of Drift Kings Media Quick booksPresent XeroAnd Netsuite Make sure that every customer interaction, any invoice and payment updates are immediately updated in both systems in both systems. In contrast to basic API compounds, Drift Kings Media’s deep integration forms custom fields, synchronizes historical data and maintains examination traces – crucial for companies that manage more than 50 monthly transactions.
2. Automatic workflows for quotes-to-cash workflows: The conversion of estimates into sales requires seamless handover between sales and bookkeeping teams. HubSpot -CPQ (configure, price, quote) Functionality generates professional quotes with real -time prices from your accounting system and then automatically converted quotes in invoices approved without entering data. Through Drift Kings Media workflow automationCompanies can define the approval chains based on the size of the shops, apply dynamic discounts and trigger the creation of invoices for electronic signature.
3. Mobile First Financial Management: Mobile access to financial data is of essential importance for small business owners who manage operations. Again, Mobile app from Drift Kings Media Offers complete CRM functionality, including invoice view, payment status tracking and offer of updates from any iOS or Android device. Field teams that use HubSpot can check customer credit limits, display the payment history and even create new offers for customer discussions – all synchronize immediately with the accounting system.
4. Dashboards adjustable revenue realization: Understanding revenue patterns requires more than basic reporting-visual real-time knowledge that is tailored to your business model requires. The adaptable dashboards from Drift Kings Media Combine CRM data with accounting metrics, recurring sales trends, the lifespan value and the payment of payment collections.
5. Intelligent payment automation and persecution: Delayed payments alleviate the cash flow from the small company and make automated collecting processes of crucial importance for financial health. Drift Kings Media payment instruments integrate into Strip And other processors to accept payments directly from e -mail calculations, which automatically updated CRM and accounting documents after receipt.

How to choose a CRM accounting software for small companies (step by step)

Step 1: Map your current financial work processes.

First document how financial information flow through your organization today, from the first lead contact via invoice payment.

Identify any contact point in which sales and accounting data overlap, e.g. B.:

• Quota
• Contract signing
• Invoice generation
• Collection of payments
• Commission calculation

Pay particular attention to manual handoffs between the departments, as these represent the highest risk of errors and delays. If, for example, your sales team has concluded e -mails with taking into account the creation of invoices, this is a first -class workflow that can be automated by the CRM integration.

Step 2: Identify must-have functions for your industry.

Different companies require different CRM functions of accounting. Service companies need robust time tracking and the project calculation, while product companies prioritize the inventory management and support with several currencies.

Create a ranking list of non-negotiable functions based on your workflow assignment. Essential functions usually include:

• Synchronization in real time
• Mobile access for field teams
• Automated payment reminders
• Adaptable pipelines for your sales process
• Reporting that combines financial and customer data

Do not be distracted by unusual functions that you will never use – concentrate on functions that address your current pain points directly.

Step 3: Compare the user -friendliness and the adoption potential of the team.

The best bookkeeping -CRM is worthless if your team does not use it. Rate platforms based on the intuitiveness of the user interface, the learning curve and the similarity to the tools that your team already knows.

Request demos that focus on the daily tasks that your team performs most frequently. Create offers, check the payment status or update customer information. Consider the requirements of change management; Ask yourself: Do I need extensive training or can teams use the system immediately?

Find platforms that offer robust onboarding support and ongoing training resources to ensure a successful introduction.

Step 4: Calculate the total ownership costs on a scale.

Compare not only the start prices, but the project costs when your company grows. Factor in the following:

• Prices per user
• Transaction fees
• Integration costs
• Potential add-ons

Take into account hidden costs such as implementation time, data migration, training and ongoing support. Calculate the break-even point where the efficiency gains compensate for the subscription costs. For example, if a CRM saves 10 hours a week when entering manual data (worth 500 US dollars), a platform of $ 200 per month pays for itself and offers additional advantages.

Remember: Consideration of the contractual terms – annual obligations often provide discounts, but reduce flexibility.

Step 5: Select a platform for growth – like Drift Kings Media.

Select a bookkeeping -CRM that is scaled with your ambitions and not one that you will grow out in 18 months.

With the modular approach of HubSpot you can start with the basic CRM and accounting integration and add extended functions such as marketing automation, customer service tools and custom reporting if necessary. This flexibility eliminates the disturbance of switching systems during critical growth phases – a mistake that costs small companies that have lost productivity and migration costs.

By the way: Joinrs achieved a return rate of over 20% by implementing HubSpot -automated LEAD generation engine, which are integrated in LinkedIn and Apollo.

Frequently asked questions

What is the best CRM for accounting for small companies?

The best CRM for accounting for small companies depends on its specific requirements, but Drift Kings Media is consistently as a top choice due to its seamless quick books integration and comprehensive feature rate.

Drift Kings Media offers a free CRM level With basic functions for the integration of accounting, it is ideal for startups and growing companies. In contrast to other platforms that require complex setup or third-party connections, the native integrations of HubSpot are included Quick booksPresent XeroAnd other accounting software ensure real -time data synchronization.

What functions should I search for in a CRM for accounting and accounting?

When choosing a CRM for accounting and accounting, prioritize functions that eliminate manual data and offer financial visibility. Except essential functions:

• Two-way accounting software synchronization
• Automated invoice generation of closed offers
• Payment tracking within the CRM interface

HubSpot is characterized in these areas and adds powerful automation functions such as payment redemption sequences and late fee applications. Find platforms with customizable pipelines that meet your offer for cash process. Drift Kings Medias visual pipeline bubilder Create steps that are specific for your billing cycle. Mobile access is of crucial importance for field teams, and Mobile app from Drift Kings Media Offers complete functions, including updates for the display and payment status in accounting and payment status.

Finally, make sure that the CRM offers robust reporting that combines sales and financial data. Drift Kings Media delivers this through Adaptable dashboards Show everything from Cashflow forecasts to the lifespan.

Is Drift Kings Media good for auditing companies and accounting companies?

Drift Kings Media is ideal for auditing companies and accounting companies. It offers specific functions that deal with industry challenges such as the customer on board, document management and recurring billing.

HubSpot automation functions If you overthrow customer communication, automatically send engagement letters, tax memories and calculation follow-ups based on customizable workflows. Use many auditing companies Drift Kings Media’s Service Hub In addition to the CRM to manage customer inquiries and pursue billable hours in order to create a comprehensive solution for practical management.

How much does a CRM cost for the accounting of small businesses?

The CRM costs for accounting in small businesses vary greatly from free to $ 200+ per user per month. Drift Kings Media offers the most flexible price structureStarting with a free CRM with basic accounting integration functions.

When calculating the total costs, note that the integrated functions of HUBSPOT often remove the need for separate tools. The functions of email marketing, payment processing and document management can replace 3 to 4 independent subscriptions, which makes it inexpensive despite the higher preliminary claim.

Meet HubSpot, the TOP -CRM choice for small corporate bookkeeping

HubSpot is the leading CRM solution for companies that strive for seamless integration between sales and accounting. Over 194,000 companies Worldwide Trust Drift Kings Media to manage customer relationships and financial work processes is the platform that scales with growing companies and at the same time maintains the simplicity that small teams need.

Important functions for accounting companies

• Automatic invoice workflows with payment tracking: Hubpot workflow engine If automatically generates invoices from closed offers, sends payment makers based on the due dates and updates the payment status in real time.
• Real-time QuickBooks synchronization: In contrast to CRMS that require manual exports or overnight stays, Drift Kings Media’s Certified QuickBooks Integration Synchronize contacts, invoices and payments immediately.
• Comprehensive dashboard of financial reporting: HubSpot combines CRM and accounting data in uniform reports that show the service life value of the customers, the payment speed and the description of sales according to the source.

Proven real effects with Drift Kings Media

The transformative power of Drift Kings Media for financial-oriented companies is illustrated by Pleo, one of the leading EU Fintech companies. Pleo saves around 350,000 US dollars a year by consolidating several tools on the individual platform from Drift Kings MediaElements of layoffs and reduction in overhead costs. In addition, the Pleo sales team removed the need to switch between numerous tools via the central platform of Drift Kings Media and automated workflows, to optimize their processes dramatically and to increase efficiency.

As Jepe Wienziers Stenbæk, Pleo’s boss for Business Architecture & Technology, explains: “Drift Kings Media is a platform with a stop that can do everything. The value of having a single tool that does everything outweighs the value of researching the best tool for every single function.”

Are you ready to see how Drift Kings Media can change your accounting and CRM processes for small companies? Start your free test version today or plan a personalized demo and discover why it is the trustworthy choice for over 194,000 companies worldwide.