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Accountants CRM that follows up when you cannot

Accountants CRM that tracks every enquiry to a signed client and follows up automatically, so nothing goes cold. We have worked with over 70 accounting firms in the UK and US. Guaranteed to work, or a full refund.

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The pipeline behind it

Pipeline value is what the qualified leads are worth. Here is what it looks like on live work.

Ad spend
£468
Qualified leads
50
Booked calls
8
Pipeline value
£120,000

Accrue Accounting, 7 to 26 October 2026.

Pipeline value is modelled: qualified leads multiplied by each firm’s average annual fee per client, £2,400 unless a firm’s own records show a different fee (Linktax £420, Set Up Stateside £2,500). It measures opportunity, not revenue. Meta lifetime spend, GoHighLevel, Instantly and DataForSEO, 30 October 2026.

Where firms lose clients

Enquiries sit in an inbox, follow-up depends on who remembers, and nobody can say how many of last month’s enquiries became clients.

What we run

Accountants CRM only pays when it ends in a signed client, so this is what runs behind it.

  • One pipeline from first click to signed client
  • Automatic follow-up for leads who have not booked or have not replied
  • Stages, tags and values, so pipeline value is always current
  • A live dashboard you can open any day

How it starts

  1. Day 1

    Agree the target

    We agree what CRM must deliver for your firm and write the target into the agreement before you sign.

  2. Days 1 to 7

    Build and go live

    Crm is built and running by day 7, with qualified leads reaching your diary by day 10.

  3. Days 10 to 90

    Tune and check

    We tune against pipeline value at day 30 and day 60, and check the target at day 90. If we miss it, you get a full refund.

What agencies sell separately

  • Meta ads management
  • Video ad creative
  • SEO retainer
  • Weekly blogging
  • Fractional marketing director
  • Website design
  • Social media management
  • Bespoke CRM with automations
  • AI lead procurement and booking
  • Appointment setting
  • Fractional sales
  • Onboarding automation

One small monthly fee, plus a share of the fees from clients we sign.

Guaranteed to work, or a full refund.

Questions firm owners ask

What does accountants crm include?

One pipeline from first click to signed client; automatic follow-up for leads who have not booked or have not replied; stages, tags and values, so pipeline value is always current; a live dashboard you can open any day.

How long does accountants crm take to work?

Your system is live in 7 days, qualified leads reach your diary by day 10, and your target is checked at day 90. If we miss it, you get a full refund.

Which CRM do you use?

GoHighLevel, set up in your name. You keep the account and everything in it.

Shall we get your system live?

On a strategy call we look at where your firm leaks between a stranger and a signed client, agree a target in writing, and show you what the first 90 days would look like. If we are not the right fit, we say so.

  • 7 daysfrom kick-off to your system going live
  • 90 daysto hit your target, or a full refund
  • 2 to 4 hoursof your time to get started

We take a limited number of firms per niche and per area. If your slot is available, we work with only one firm like yours and no direct competitors while you are a partner.

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Prefer to start smaller? Ask about the 20-day sprint, fully refunded if we miss the agreed target.

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