As a bookkeeper, you want to spend the majority of your time managing the financial records of the businesses you work with, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a bookkeeper. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a bookkeeper and make your CRM work for you.
As a bookkeeper, it will be especially important to collect information on the specific preferences of each client you provide bookkeeping services for.
•🔢Number of Employees (number field)
•🧾Accounting Software Used (dropdown field with different software choices)
•🗂️Tax Filing Status (dropdown field with different stages in filing process)
•✅Invoice Approval Contact (contact link field linking to the appropriate point person at each company you work with)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a bookkeeper, you can use a pipeline to track your entire process. From the moment you receive a new invoice to when you're reconciling bank statements and financial records—store all of that information in your pipeline. Take a look at an example pipeline for bookkeepers below.
As a bookkeeper, you can use groups to keep track of the different clients you do bookkeeping work for. Take a look at a couple example groups that are perfect for bookkeepers below.
•🗄️Vendors
•👤Clients
•🤝Partners
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.
At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.
