Do Bookkeeping Service Firms Benefit From Using CRM?
For bookkeeping firms, getting a new client usually involves several conversations about services, pricing, documents, and requirements before they sign up. I’m curious whether CRM software actually makes that process easier. I found HelloGrowthCRM while looking at CRM software for service businesses. Has anyone here used a CRM for a bookkeeping firm? Did it help shorten the time between the first enquiry and signed client, or was a spreadsheet still enough?