CRM & pipeline
CRM for accountants, built around how Canadian practices actually win clients
Every enquiry lands in one place, carries a next action, and moves through your pipeline until it becomes a proposal, an engagement letter, and a paying client — without rekeying a single field.
The enquiry lifecycle
From first contact to paying client, nothing falls through.
The CRM captures the enquiry, qualifies it, attaches the proposal, runs the compliance check and creates the engagement letter. One record carries through every stage.
Enquiry
Captured from web, email or phone.
Qualified
Service type, fee range, fit.
Proposal
Scoped, priced, sent.
Compliance
FINTRAC ID, risk rating.
Client
Letter signed, jobs live.
Pipeline management
A pipeline that shows the fee, the stage, and the next action.
Every deal shows its total annual value in CAD, the stage it’s in, the next action due, and who owns it. Filter by partner, service type, fee range or date — the pipeline answers the questions a firm actually asks at a Monday meeting.
Connected modules
The CRM is stage one of the lifecycle, not the whole product.
When a deal moves forward, the record carries into the next module. The proposal reads the CRM. The compliance check reads the proposal. The letter reads them both.
Built by accountants
The defaults match how a Canadian practice actually runs.
FigsFlow is built inside UK Property Accountants and Sterling Wells — practising firms that use the product every day. The CRM defaults, pipeline stages, service categories and fee structures are shaped by accountants, not generic project-management software with a label.
Pipeline stages that match
Enquiry, qualified, proposal sent, letter signed, onboarded. Not “lead, opportunity, closed-won”.
Service categories, not products
T1, T2, GST/HST, bookkeeping, CAS, payroll — the language your firm uses to describe the work it does.
Fee structures built in
Fixed, recurring and hourly fee types in CAD. No custom-field gymnastics to track what a client is worth.
See the CRM that was built for your firm.
A 25-minute call. We walk through the pipeline, the enquiry record, and how a deal becomes a proposal, a letter and a set of jobs — with nothing rekeyed.