CRM for accountants built for how firms actually win work.
FigsFlow is CRM for accounting firms worldwide. A website enquiry becomes a contact and a deal in one step, tagged with its service and referral source. Every deal carries one live next task, the deal value is the proposal value, and a signed engagement letter closes it as won — so your pipeline and your client record never disagree.
Watch a real enquiry move through the pipeline
The same pipeline board and task engine your team would use. Switch between the manager's view and a deal owner's, open each part of the CRM, and change the currency on the deal values.
Firm dashboard
Pipeline health, what needs attention, and where new work is coming from.
Needs attention
2 flagged| Deal | Stage | Value | Flag |
|---|---|---|---|
| Atlas Freight Co.J. Kaur | Proposal | $12,000 | Stuck 9 days |
| Marlow Family TrustA. Mensah | Follow-up | $2,500 | No reply 6 days |
Pipeline by stage
Open boardEvery stage carries its own stall clock. Cross it and the board raises a task against the deal's owner.
Deals and pipeline
Six stages from Enquiry to Won. Each card carries exactly one live next task.
No unowned enquiries.
Tasks
One live next task per deal. Reschedule it and a note is required.
| Task | Deal | Due |
|---|---|---|
| Discovery callA. Mensah | Brightwater Studio | Tuesday 10:00 |
| Chase proposalJ. Kaur | Atlas Freight Co. | Overdue 2 days |
| Check inA. Mensah | Marlow Family Trust | 14 October 2026 |
Reschedule task
Rescheduling twice flags the deal to the manager.
Keep-warm
“Not right now” moves here. The cadence stops the moment they reply.
Sources
Picked from your own list, never free text. Sample figures.
| Source | Deals | Won | Win rate |
|---|---|---|---|
| Existing client | 9 | 5 | 56% |
| Lawyer | 4 | 2 | 50% |
| Financial adviser | 3 | 1 | 33% |
| Website | 11 | 3 | 27% |
| Networking | 5 | 1 | 20% |
Reports
Fee income won, by deal type. Sample figures. Export to Excel for the partners' pack.
Sample data, real interface. Your stages, services and sources replace ours.
Every one of these is costing you a client right now.
Thursday. An enquiry arrived on Monday through the website form and landed in a shared inbox. Someone meant to call back. A partner met a referrer for lunch and came away with two names, now on a sticky note. A prospect who said “not this year” last spring has just signed with another firm. At quarter end the partners ask where new work came from and what converted, and the answer is a spreadsheet someone rebuilds from memory. None of it is laziness; nothing was holding the next step.
Enquiries that wait
The form lands in a shared inbox and everyone assumes someone else has called back.
The deal is created on arrival, with an owner and a first task on a 24-hour clock.
Deals with no next step
A deal sits in a column for weeks because nothing says what happens next.
Every deal holds exactly one live next task. Finish it and the next one is required.
Referrals nobody credits
The lawyer who sent three clients this year never hears thank you, because nobody recorded it.
The source is picked from your own list when the deal opens and stays with it to the end.
“Not now” is forgotten
A prospect who said not this year is never asked again, and signs with another firm.
Not-now deals move to a keep-warm cadence that stops when they reply.
Reports rebuilt from memory
At quarter end someone rebuilds the numbers from a spreadsheet and a guess.
Win rate, sources and fee income come from the same records the pipeline holds.
Every one of these has the same fix — a pipeline where nothing arrives without an owner and a next step.
See the pipeline that fixes this →The enquiry comes in. The record carries it to signature.
One week, one enquiry. Here is every place it touches FigsFlow, and nothing anyone has to type twice.
The enquiry lands.
Lena Ortiz fills in the web form for Brightwater Studio, ticking bookkeeping and payroll. FigsFlow creates the contact and the deal in the same second, tags both services and the referral source, and routes the deal to A. Mensah.
The first task exists before anyone reads the email.
A call-back task, due within 24 hours, is on A. Mensah's queue. Leave the deal in Enquiry past its stall time and the board raises a reminder by itself.
The discovery call books into a real free slot.
Lena picks a time from the owner's own calendar. The meeting, its notes and the next task land on the deal.
The fee is quoted once.
The proposal goes out at $4,500. The deal's value is the proposal's value; nobody types it into a second field.
The client changes the scope, and the deal follows.
Lena drops payroll. The proposal is revised and the deal value moves to $3,800 with it.
The letter is signed, and the deal simply closes.
Nobody marks it won. The signed engagement letter does, and the whole history is already on Brightwater Studio's record as it moves into onboarding.
A general-purpose sales CRM
A CRM built for accounting firms
Six stages a firm actually uses, from enquiry to won, each with its own stall clock that raises a task when a deal sits too long.
The fee is quoted once. Revise the proposal and the deal value moves with it, so the pipeline and the proposal never disagree.
Nobody marks it won. The signed engagement letter does, and the history is already on the record.
No handover summary. The won deal becomes the client record and carries straight into onboarding.
Four questions partners ask about their pipeline
Each answer is the firm setting its own rules: your fields, your stages, your sources, your reasons.
The form creates the contact and the deal together.
The lead capture form tags the deal with the services ticked and the source it came from. A routing table assigns the owner by service, and the first task is created at once — with a clock, so a deal left in Enquiry for 24 hours raises its own reminder.
You choose the form fields, the routing rules and the stall times per stage.
Every deal is new business, expansion or reactivation.
The pipeline filters by type, owner, service and stage. Six stages run from Enquiry to Won. Each deal holds exactly one live next task; rescheduling needs a note, and a second reschedule is flagged. One owner per deal, with as many collaborators and advisers as the work needs.
You set each stage's follow-up steps and who sees which deals.
AI can summarise a call transcript and propose one next task. It never moves a deal, sets a fee or agrees terms.
- JKJ. Kaur · owner
- LOL. Osei · collaborator
- AMA. Mensah · adviser
Sources come from a list you control.
Existing client, lawyer, financial adviser, website, networking — never typed as free text, so the report is worth reading. The source and referrer stay on the deal from the day it opens to the day it is won. A “not right now” moves to a keep-warm cadence that stops when they reply.
You maintain the source list and the cadence.
Conversion comes from the records themselves.
Win rate, won and lost reasons from a fixed list, and fee income by service and by deal type, so expansion reads separately from new work. Bundled proposals are broken down by service. Export to Excel when the partners want it in a meeting pack.
You choose the reasons, the periods and who sees the numbers.
Your stages. Your sources. Your follow-up.
Works wherever your firm is
The CRM is the same in every country. You set up the parts that are yours, and a few features stay with the country they were built for.
Works everywhere
- Lead capture form and routing
- Six-stage pipeline and deal types
- One live task per deal
- Ownership and permissions
- Referral sources and keep-warm
- Conversion reporting and Excel export
You set up for your country
- Currency$ USD
- Your services and their names
- Your source list
- Follow-up steps per stage
- Keep-warm timing around your own busy seasons
- Consent wording on your form
Country-only
- AML and client due diligence after a deal is wonUK only
- Registry look-up on new companiesUK only
Everything else on this page works the same wherever your firm is.
It runs inside the Microsoft licence you already pay for.
No new mail platform and no second calendar. FigsFlow connects to what your firm already runs, and does the parts those tools were never going to do.
Microsoft 365
Outlook and Teams · your own tenant- Reads real free/busy from the deal owner's own Outlook and writes the booking back to it, with working hours, buffers and minimum notice respected.
- Meetings are created as Teams meetings hosted by the deal owner, with the join link added to the invitation.
- One-to-one email from the owner's own mailbox is logged to the deal, so a follow-up reads as a personal email.
- Standard Microsoft APIs, no extra Microsoft add-on licence.
Gmail
Email only- Firms on Google Workspace can log one-to-one email to the deal from Gmail.
- Calendar booking and Teams meetings need Microsoft 365.
Stripe
The same rail your proposals use- Deposits are taken on the same Stripe rail as your proposals, not a second payment setup.
- Payment confirms on Stripe's own notification, so a client who closes the tab cannot lose a payment.
- Card and bank details are never entered into FigsFlow. Payment happens in Stripe's hosted flow.
What's captured
On the deal, then the client- Emails, meetings, tasks and notes, in order, on the deal.
- The same history stays on the client record once the deal is won.
- Bulk marketing email at volume
- Telephony
- Moving from another CRM: contacts, deals and history can be imported
Not a CRM built for accountants. A CRM built by them.
Shaped by people who run their own enquiries and pipeline on it every week — the difference between a CRM designed at a desk and one proven on a live pipeline.
Built inside working accounting firms
UK Property Accountants (United Kingdom) and Sterling Wells (Nepal) run their own enquiries and pipeline on FigsFlow.
Included in your FigsFlow plan
CRM and pipeline is included in FigsFlow's plans, priced in USD per user per month and billed annually.
See pricing →Live in every country as at 5 October 2026. Country-only features are listed on /availability/.
Book a demo with the team that built it →Questions
The questions firms actually ask.
Is this a CRM, or a pipeline view bolted onto other software?
A full CRM: contacts, deals, stages, tasks, ownership, sources and reporting, on the same record as the client. Nothing needs reconciling the moment work is won.
Does it work in my country?
Yes, everything on this page. You set the currency, services and sources. AML and client due diligence are UK only. See what's live in each country.
Which currencies can deal values be in?
USD by default, plus the currencies listed on the availability page.
Can we use our own stages, sources and follow-up steps?
Yes. The defaults are a starting point; your firm sets its own.
Do we need Microsoft 365?
For calendar booking and Outlook email, yes. The pipeline, tasks and reporting work without it, and Gmail works for email.
Can a partner see every deal and an owner only their own?
Yes. It is one setting per person rather than a screen-by-screen exercise.