User Review( votes)
I’m looking for recommendations for a CRM for a small CPA firm. I am very familiar with Salesforce and have used it for 8 years prior to owning my business. I’m not sure that it is the right fit for a small business so I’m looking to see if there are good recommendations other than googling best CRM for accounting firms. All business is conducted online and we sure Gsuite and intuit QuickBooks Online and Intuit ProConnect tax if that makes any difference.