CRM software for CPA firms & consultants

We list 10 CRM software for CPA firms & consultants, each checked on the vendor's own site. 8 publish a starting price; the lowest we found is $0 (free to start), from HubSpot (vendor page: “Free tools $0 for up to 2 users; Starter from $7-$20/seat/mo”).

Updated Oct 15, 2026

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Tool	What it does	Entry price	Checked on
Apollo.io	B2B contact database and sales engagement platform.	Contact for pricing *	Oct 15, 2026
Bonsai	All-in-one business management for agencies and freelancers.	Basic $9/user/mo (annual); Essentials $19; Premium $29	Oct 15, 2026
Clay	Data enrichment and AI research for outbound prospecting.	Contact for pricing *	Oct 15, 2026
Dubsado	CRM and workflows for service businesses.	Starter $335/yr; Premier $525/yr	Oct 15, 2026
Moxie	Client management for freelancers and agencies.	$10/mo ($120/yr); Pro $20/mo ($240/yr)	Oct 15, 2026
SuiteDash	White-label client portal, CRM and project management.	START $19/mo ($180/yr), not per user	Oct 15, 2026
HoneyBook	Client management for independent service businesses: proposals, contracts, invoices.	Starter $29/mo billed yearly; Essentials $49/mo billed yearly	Oct 15, 2026
HubSpot	CRM with marketing, sales and service hubs plus AI.	Free tools $0 for up to 2 users; Starter from $7-$20/seat/mo	Oct 15, 2026
Keap	CRM and marketing automation for small businesses.	Starting at $299/mo (or $2,988/yr)	Oct 15, 2026
Pipedrive	Sales CRM with pipeline management and AI.	Lite US$14/seat/mo billed annually; Growth US$39	Oct 15, 2026

* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.

Apollo.io

Free sign-up; paid plan prices not in snapshot textFree tier

B2B contact database and sales engagement platform.

CRM & pipelineFollow-up & client updates

Checked Oct 15, 2026 Details Visit Apollo.io ↗

Bonsai

Basic $9/user/mo (annual); Essentials $19; Premium $29

All-in-one business management for agencies and freelancers.

CRM & pipelineQuotes & estimatesInvoicing & collections

Checked Oct 15, 2026 Details Visit Bonsai ↗

Clay

Paid plans from about $54-$167/mo depending on actions; 14-day trial

Data enrichment and AI research for outbound prospecting.

CRM & pipelineGet found (SEO / AI search / local)

Checked Oct 15, 2026 Details Visit Clay ↗

Dubsado

Starter $335/yr; Premier $525/yr

CRM and workflows for service businesses.

CRM & pipelineQuotes & estimatesInvoicing & collections

Checked Oct 15, 2026 Details Visit Dubsado ↗

Moxie

$10/mo ($120/yr); Pro $20/mo ($240/yr)

Client management for freelancers and agencies.

CRM & pipelineInvoicing & collections

Checked Oct 15, 2026 Details Visit Moxie ↗

SuiteDash

START $19/mo ($180/yr), not per user

White-label client portal, CRM and project management.

CRM & pipelineDocuments, drafting & e-sign

Checked Oct 15, 2026 Details Visit SuiteDash ↗

HoneyBook

Starter $29/mo billed yearly; Essentials $49/mo billed yearly

Client management for independent service businesses: proposals, contracts, invoices.

CRM & pipelineQuotes & estimatesInvoicing & collections

Checked Oct 15, 2026 Details Visit HoneyBook ↗

HubSpot

Free tools $0 for up to 2 users; Starter from $7-$20/seat/moFree tier

CRM with marketing, sales and service hubs plus AI.

CRM & pipelineFollow-up & client updatesMarketing content

Checked Oct 15, 2026 Details Visit HubSpot ↗

Keap

Starting at $299/mo (or $2,988/yr)

CRM and marketing automation for small businesses.

CRM & pipelineFollow-up & client updates

Checked Oct 15, 2026 Details Visit Keap ↗

Pipedrive

Lite US$14/seat/mo billed annually; Growth US$39

Sales CRM with pipeline management and AI.

CRM & pipeline

Checked Oct 15, 2026 Details Visit Pipedrive ↗

Also works for any business

General tools with this job that aren't built for CPA firms & consultants specifically. Not counted in the total above.

HighLevel

Starter $97/mo ($970/yr); Unlimited $297/mo; 14-day trial

All-in-one marketing CRM for agencies and local businesses.

CRM & pipelineFollow-up & client updates

Checked Oct 15, 2026 Details Visit HighLevel ↗

Thryv

Starter $99/mo; Signature $399/mo

Small business software for CRM, reviews and marketing.

CRM & pipelineReviews & reputationBook & reschedule

Checked Oct 15, 2026 Details Visit Thryv ↗

Zoho CRM

CRM Plus from $20/user/mo (other editions listed)

CRM with Zia AI assistant.

CRM & pipelineFollow-up & client updates

Checked Oct 15, 2026 Details Visit Zoho CRM ↗

Zoho One

Flexible user pricing US$90/user/mo; all-employee pricing also offered; 30-day trial

Suite of 45+ Zoho business apps under one license.

Run the business (all-in-one ops)CRM & pipelineInternal automation & agents

Checked Oct 15, 2026 Details Visit Zoho One ↗

FAQ

What CRM software work for CPA firms & consultants?

10 tools on this page, including Apollo.io, Bonsai, Clay, Dubsado. Each was checked against the vendor's site, most recently on Oct 15, 2026.

Which CRM software for CPA firms & consultants publish their prices?

8 of 10: HubSpot (Free tools $0 for up to 2 users; Starter from $7-$20/seat/mo); Bonsai (Basic $9/user/mo (annual); Essentials $19; Premium $29); Moxie ($10/mo ($120/yr); Pro $20/mo ($240/yr)); Pipedrive (Lite US$14/seat/mo billed annually; Growth US$39); SuiteDash (START $19/mo ($180/yr), not per user). The rest ask you to contact sales or book a demo.

Is there a free option?

The vendor sites for Apollo.io, HubSpot state a free tier or free plan as of our last check.

Want it set up for you? Capital Edge does done-for-you setups for DFW businesses.

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