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About CRM Contábil

CRM Contábil is a marketing and accounting platform from Contabilit that supports accounting firms in acquiring clients online. It provides a platform for marketing specific to accounting, customizable accounting website models, and an easy-to-use dashboard, so firms can effectively manage their online presence. With over 12 years of use, Contabilit aims to help accounting offices across Brazil improve their customer acquisition through the internet. The user-friendly features make it accessible for various levels of expertise in digital marketing. Key capabilities: marketing platform customizable website models easy-to-use dashboard client acquisition tools responsive support Best for: accounting firms that need to increase their online visibility and client base.

CRM Contábil Details

Vendor
Contabilit
Year Launched
2012
Location
Alameda Dom Pedro II, 155, Batel, Curitiba/PR
Deployment
cloud
Training Options
demo
Countries Served
All Countries
Languages
Portuguese, Spanish
Users
Accountants, Financial Advisors, Small Business Owners
Industries Served
Financial, Accounting
Tags
Financial CRM, Accountancy, Customer Relationship Management, Accounting Software, Client Management, Financial Services

CRM Contábil's In-App Market Place

Does CRM Contábil have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

BRL (R$), USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), HKD (HK$)

Pros & Cons

  • Customizable dashboard for tracking client interactions and progress
  • Integration with accounting software for seamless data transfer
  • Quick and easy access to client information and documents
  • Automated reminders and alerts for important deadlines and tasks
  • Reporting and analytics tools for tracking financial performance
  • Streamlined communication with clients through email and messaging features.
  • Lack of detailed public information on specific integrations and a broader set of features.
  • Highly specialized for accounting CRM, limiting its applicability for broader ERP functions or general CRM needs.
  • Primarily designed for the Brazilian market.with little global usage
  • Pricing information is not publicly disclosed

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