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 is a specialized, cloud-based solution for accounting firms in the Brazilian market, offering a focused platform for automating client communication and managing relationships. Its strengths lie in its specific industry focus and automation capabilities, which help save time and improve efficiency. While public information on pricing and integrations is limited, CRM Contábil provides a reliable tool for accounting professionals seeking to streamline their client management processes.
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
Features
Key features
Creates various tasks and communications in automatic mode, streamlining workflow.
Manages customer information and interactions effectively.
Automates the sending of messages and updates to clients.
Additional features
Automates routine administrative and communication tasks.
Organizes and tracks client interactions and data.
Manages outbound client communications.
Likely provides reports on client interactions and task completion.
Manages user access and permissions within the accounting firm.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to CRM Contábil
Dialog
Dialog is a communication software from DMA Mauritius that supports collaborative interactions. It includes messaging,…
Affinity
Affinity is a relationship management platform from Affinity that supports business development and networking efforts.…
InvestNext
InvestNext is a crowdfunding software platform from InvestNext that facilitates real estate investments. It provides…
Union.digital
Union.digital is a digital financial services platform from Union Financial Technologies that supports banking, lending,…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
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
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
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
CRM Contábil's Support Options
Contact
(41) 2018-2159CRM Contábil's Alternatives
Dialog
Dialog is a communication software from DMA Mauritius that supports collaborative interactions. It includes messaging,…
Affinity
Affinity is a relationship management platform from Affinity that supports business development and networking efforts.…
InvestNext
InvestNext is a crowdfunding software platform from InvestNext that facilitates real estate investments. It provides…
Union.digital
Union.digital is a digital financial services platform from Union Financial Technologies that supports banking, lending,…
