5 best accounting software CRMs for small businesses in 2025

Learn more about why HubSpot's CRM platform has all the tools you need to grow better.

Managing client relationships in the accounting world involves much more than keeping contact info in one place. For small business accountants, it means staying on top of recurring deadlines, securely handling sensitive financial data, and ensuring no client communication falls through the cracks. These unique needs make it essential to have a CRM that’s not just flexible but tailored to the specific demands of accounting work.

That’s where a specialized CRM can really make a difference. The right tool doesn’t just track leads or send reminders — it helps you automate invoicing, keep tabs on client documents, and sync effortlessly with your accounting software. Whether preparing for tax season or managing ongoing bookkeeping, a well-suited CRM can save you time, reduce errors, and keep your client relationships running smoothly.

In this guide, we’ll compare the five best accounting software CRMs for small businesses in 2025. You’ll get:

A side-by-side comparison of the top CRMs built with accounting needs in mind
Key features explained in plain terms — so you know exactly what you’re getting
Tips on how to choose the right CRM for your firm’s size, goals, and workflow
A quick-start guide to help you get up and running smoothly

And yes — real accounting firms are using HubSpot to simplify client management, automate follow-ups, and integrate seamlessly with tools like QuickBooks and Xero. Keep reading to determine if HubSpot is the right fit for your team.

BTW: Did you know that NOW Finance reduced manual processing time from three applications to one by implementing HubSpot’s unified platform? If you didn’t, you do now.

Table of Contents

What is an accounting software CRM for small businesses?
CRM Comparison Table
Best Accounting CRM Software for Small Businesses
Benefits of Accounting CRM Software for Small Businesses
5 Important Features for an Accounting Software CRM
How to Choose an Accounting Software CRM for Small Businesses (Step-by-Step)
Frequently Asked Questions
Meet HubSpot, the Top CRM Choice for Small Business Accounting

What is an accounting software CRM for small businesses?

An accounting software CRM for small businesses is designed to help firms manage client relationships, streamline communication, and keep financial workflows organized — all in one place. Unlike general-purpose CRMs, these tools often include features like:

Invoice tracking
Client document storage
Integration with accounting platforms.

HubSpot offers customizable pipelines, automated follow-ups, and integrations with tools like QuickBooks, making it an excellent fit for small accounting teams that need to stay efficient and client-focused.