A CRM built for how firms actually win work
FigsFlow is a CRM for accounting firms — pipeline, tasks, referrals and conversion reporting on the same client record your proposals, engagement letters and delivery work already run on. Every inquiry gets an owner and a next step, and a won deal moves forward without anyone re-typing it.
Partner or owner, start with the two pipeline views in the tour below. Practice manager or ops, go straight to where the handover breaks.
- Source Website inquiry · stamped at capture
- Owner Assigned · first task scheduled
- Referral Lowell & Hart · tracked to close
- Value $5,800 · from the live proposal
- Stage Letter signed · marked won on signature
delivery starts on this record — nothing is re-typed
The same pipeline, seen two different ways
A manager opens FigsFlow and sees the whole firm — every deal, what is stuck, and where revenue is concentrated. An advisor opens the same system and sees one screen: what they owe someone today. Switch between the two, then move through the sections to look around.
| Deal | Stage | Value | Flag |
|---|---|---|---|
1120-S — Beaumont Retail Group Priya Patel | Contact Made | $1,450 | No live task |
Bookkeeping onboarding — Turner Properties Sofia Romano | Contact Made | $1,200 | Idle 3d |
Multi-state sales tax — Bennett Holdings Aaron Shaw | Proposal/Quote | $3,400 | Stuck 14d |
Payroll setup — Hale & Co Daniel Cole | Follow-up | $1,300 | Stuck 18d |
Year-end + bookkeeping — Fielding Developments Sofia Romano | Follow-up | $2,600 | Idle 3d |
1099 filing cleanup — Reed Estates Aaron Shaw | Follow-up | $3,100 | Stuck 16d |
| Task | Stage | Value | Flag | |
|---|---|---|---|---|
Proposal follow-up — opened 3× 1120-S — Beaumont Retail Group · you own this | Proposal/Quote | $5,800 | Overdue | |
Prepare sales-tax workings — 9 locations Multi-state sales tax — Beaumont Retail Group · Daniel owns · you collaborate | Proposal/Quote | $5,800 | Overdue | |
Chase proposal — Bennett Multi-state sales tax — Bennett Holdings · you own this | Proposal/Quote | $3,400 | Due today | |
Draft nexus calculation — 6 states Sales tax registration — Oakwood Retail · Daniel owns · you collaborate | Contact Made | $4,200 | Due today | |
Chase decision — sales tax registration Sales tax registration — Reed Estates · you own this | Follow-up | $3,100 | Due today | |
Follow-up — confirm scope 1120-S return — Kingsley Holdings · you own this | Contact Made | $2,900 | Due today | |
Assemble nexus evidence pack Multi-state sales tax — Reed Estates · James owns · you collaborate | Follow-up | $3,100 | Due today | |
Send document checklist Sales tax registration — Oakwood Retail · you own this | Contact Made | $4,200 | Tomorrow · 9:00 AM | |
Cross-check filing confirmations Sales tax registration — Oakwood Retail · James owns · you collaborate | Contact Made | $4,200 | Tomorrow · 10:00 AM |
| Prospect | Open deal | Stage | Source | Advisor | Value | Last activity | |
|---|---|---|---|---|---|---|---|
Meridian Fabrication LLC Manufacturing · 2 locations | Sales tax nexus review | Inquiry | Website form | Unassigned | $3,400 | 3h ago | |
Beaumont Retail Group Retail · 9 locations | 1120-S + multi-state sales tax | Proposal/Quote | Referral | AS Aaron Shaw | $5,800 | Yesterday | |
Bennett Holdings Property investment | Multi-state sales tax | Proposal/Quote | Referral | AS Aaron Shaw | $3,400 | 14d ago | |
Oakwood Retail Partners Retail · 6 units | Sales tax registration | Contact Made | Google search | DC Daniel Cole | $4,200 | 2d ago | |
Turner Properties Real estate | Bookkeeping onboarding | Contact Made | SR Sofia Romano | $1,200 | 3d ago | ||
Fielding Developments Construction | Year-end + bookkeeping | Follow-up | Referral | SR Sofia Romano | $2,600 | 3d ago | |
Hale & Co Professional services | Payroll setup | Follow-up | Event | DC Daniel Cole | $1,300 | 18d ago | |
Kingsley Holdings Holding company | 1120-S return | Contact Made | Referral | AS Aaron Shaw | $2,900 | Today | |
Ardent Logistics Transport · 3 states | Multi-state registration | Discovery | Website form | PP Priya Patel | $3,120 | Today | |
Northgate Clinics Healthcare · 4 sites | Bookkeeping cleanup | Discovery | Referral | JW James Whitfield | $2,240 | 4d ago | |
Vale & Sons Construction Construction | 1120 + payroll | Inquiry | Word of mouth | Unassigned | $1,900 | 1d ago | |
Harper Dental Group Healthcare · 2 sites | S-Corp election setup | Inquiry | Website form | Unassigned | $1,430 | 1d ago |
| Client | Tier | Services | Advisor | Revenue (12m) | Open expansion | Last contact | |
|---|---|---|---|---|---|---|---|
Whitmore Group Inc Manufacturing · client since 2021 | PLATINUM | 1120 · Payroll · Bookkeeping · Sales tax | AS Aaron Shaw | $68.4k | $4,200 | 2d ago | |
Sterling Estates LLC Real estate · client since 2019 | PLATINUM | 1120 · Estate & trust · Bookkeeping | AS Aaron Shaw | $54.1k | — | Today | |
Reed Estates Property · client since 2022 | GOLD | 1120 · 1099/W-2 filing | AS Aaron Shaw | $38.9k | $3,100 | 1d ago | |
Calder Manufacturing Manufacturing · client since 2020 | GOLD | 1120 · Sales tax · Payroll | DC Daniel Cole | $36.2k | $2,600 | 5d ago | |
Ashford Medical Partners Healthcare · client since 2023 | GOLD | 1120-S · Payroll | PP Priya Patel | $31.7k | $1,850 | 1w ago | |
Kirby Logistics Co Transport · client since 2022 | SILVER | Bookkeeping · Sales tax | DC Daniel Cole | $22.4k | — | 3d ago | |
Lowell & Hart CPA referrals Professional services · since 2021 | SILVER | 1040 returns (14) | JW James Whitfield | $19.8k | $2,400 | 4d ago | |
Priestley Retail Retail · client since 2024 | SILVER | Bookkeeping cleanup | SR Sofia Romano | $14.6k | $1,200 | 6d ago | |
Nolan Family Trust Private client · since 2023 | BRONZE | Estate & trust planning | JW James Whitfield | $8.9k | — | 2w ago | |
Barrett Consulting LLC Consulting · client since 2024 | BRONZE | 1120-S | PP Priya Patel | $6.4k | $2,850 | 2w ago |
| Name | Type | Relationship | Phone | Group | Advisor | ||
|---|---|---|---|---|---|---|---|
Whitmore Group Inc Manufacturing | Organization | Client | ap@whitmoregroup.example | (212) 555-0142 | Whitmore Group | AS | |
Deborah Whitmore CFO · Whitmore Group Inc | Individual | Client contact | d.whitmore@whitmoregroup.example | (212) 555-0143 | Whitmore Group | AS | |
Meridian Fabrication LLC Manufacturing | Organization | Prospect | hello@meridianfab.example | (415) 555-0188 | — | Unassigned | |
Lowell & Hart CPA Professional services | Organization | Referrer | partners@lowellhart.example | (617) 555-0107 | — | JW | |
Patrick Doyle Owner · Doyle Fitout | Individual | Keep-warm | pdoyle@doylefitout.example | (312) 555-0164 | — | AS | |
Nolan Family Trust Private client | Trust | Client | trustees@nolanfamily.example | (305) 555-0121 | Nolan Family | JW | |
Yusuf Demir Director · Demir Imports | Individual | Hot · keep-warm | y.demir@demirimports.example | (718) 555-0193 | — | AS | |
Sterling Estates LLC Real estate | Organization | Client | accounts@sterlingestates.example | (646) 555-0176 | — | AS | |
Grace Okafor Attorney · Okafor Legal | Individual | Referrer | g.okafor@okaforlegal.example | (202) 555-0135 | — | DC | |
Hollis Brothers Supply Wholesale | Organization | Dormant | info@hollisbros.example | (503) 555-0148 | — | SR |
Hi Aaron,
Thanks for sending the proposal through. The scope looks close to what we discussed, and the board is broadly comfortable with the fee.
Two things before we sign. First, the multi-state sales tax piece — does the quoted fee cover all nine locations, or is that priced per state? Second, we're likely to add two more sites in Q4; how would that change the engagement?
Happy to jump on a call Thursday or Friday if that's easier.
Best,
Deborah
| Task | Deal | Assignee | Due | Source | |
|---|---|---|---|---|---|
Proposal follow-up — opened 3× | 1120-S — Beaumont Retail Group | AS Aaron Shaw | 2d overdue | Automation | |
Prepare sales-tax workings — 9 locations | Multi-state sales tax — Beaumont Retail | AS Aaron Shaw | 3d overdue | Manual | |
Chase decision — payroll setup | Payroll setup — Hale & Co | DC Daniel Cole | 11d overdue | Automation | |
Re-quote after scope change | 1099 filing cleanup — Reed Estates | AS Aaron Shaw | 6d overdue | Manual |
| Task | Deal | Assignee | Due | Source | |
|---|---|---|---|---|---|
Chase proposal | Multi-state sales tax — Bennett Holdings | AS Aaron Shaw | 4:00 PM | Automation | |
Draft nexus calculation — 6 states | Sales tax registration — Oakwood Retail | DC Daniel Cole | 2:00 PM | Manual | |
First response — new inquiry | Sales tax nexus — Meridian Fabrication | Unassigned | SLA 4h | Automation | |
First response — new inquiry | S-Corp election — Harper Dental Group | Unassigned | SLA 4h | Automation | |
Follow-up — confirm scope | 1120-S return — Kingsley Holdings | AS Aaron Shaw | 5:00 PM | Manual | |
Send discovery questionnaire | Bookkeeping cleanup — Northgate Clinics | JW James Whitfield | 11:00 AM | Automation |
| Task | Deal | Assignee | Due | Source | |
|---|---|---|---|---|---|
Send document checklist | Sales tax registration — Oakwood Retail | AS Aaron Shaw | Fri 9:00 AM | Automation | |
Cross-check filing confirmations | Sales tax registration — Oakwood Retail | JW James Whitfield | Fri 10:00 AM | Manual | |
Discovery call prep | Multi-state registration — Ardent Logistics | PP Priya Patel | Fri 2:00 PM | Automation | |
Assemble nexus evidence pack | Multi-state sales tax — Reed Estates | JW James Whitfield | Mon 9:00 AM | Manual | |
Cross-sell review — single-service client | Barrett Consulting LLC | PP Priya Patel | Mon 11:00 AM | Automation | |
Quarterly check-in call | Whitmore Group Inc | AS Aaron Shaw | Tue 3:00 PM | Automation |
Sales tax nexus review — Meridian Fabrication LLC · $3,400 · via website form. Suggested advisor: Aaron Shaw.
1120-S + multi-state sales tax — Beaumont Retail Group. Deborah Whitmore also replied with two pricing questions.
Yusuf Demir re-opened the pricing page twice and emailed asking to talk this week.
Created 3 follow-up tasks across 3 deals sitting in Proposal/Quote for more than 7 days.
1120-S — Beaumont Retail Group has been in Contact Made for 4 days with nothing scheduled.
Sales tax registration — Calder Manufacturing · $4,600 · reason: product/service fit. Daniel Cole closed it.
Grace Okafor (Okafor Legal) sent in Meridian Fabrication LLC. Her referral count is now 6, conversion 67%.
Bookkeeping cleanup — Northgate Clinics moved from Contact Made to Discovery & Needs Assessment by James Whitfield.
Daniel Cole added you to Sales tax registration — Oakwood Retail Partners for the nexus calculation.
Patrick Doyle replied “not this quarter”. Deal closed as may-come-back-later and added to the fall cadence.
S-Corp election setup — Harper Dental Group. Party matched to an existing directory record.
1120 return — Draycott Interiors · $1,800 · reason: fee too high. Added to the reactivation list for next year.
Sales tax nexus explainer — 212 sent, 41% opened, 9 replies, 3 deals created.
Reed Estates moved from Silver to Gold after the 1099 filing work was won.
Dormant client re-engagement was paused by you — 12 parties are waiting in the queue.
| Meeting | Deal | Attendees | Time | |
|---|---|---|---|---|
Scope & pricing call Booked from Deborah's reply | 1120-S — Beaumont Retail | AS +2 | 9:00 AM | |
Chase call Stuck 18 days | Payroll setup — Hale & Co | DC +1 | 10:30 AM | |
Keep-warm call Contact went hot this morning | Demir Imports | AS +1 | 2:00 PM |
| Meeting | Deal | Held | |
|---|---|---|---|
Discovery — Ardent Logistics Priya Patel | Multi-state registration | Mon | |
Referral intro — Okafor Legal Daniel Cole | Meridian Fabrication | Wed |
| Contact | Temperature | Intent signal | Parked from | Reason | Value | Next touch | |
|---|---|---|---|---|---|---|---|
Yusuf Demir Demir Imports · Aaron Shaw | Hot | Re-opened pricing 2× · emailed today | Sales tax registration | Fee too high | $2,850 | Act now | |
Patrick Doyle Doyle Fitout · Aaron Shaw | Hot | Opened last 3 emails | Bookkeeping cleanup | May come back later | $1,920 | Today | |
Hollis Brothers Supply Sofia Romano | Warm | Clicked nexus explainer | Sales tax review | No response | $2,140 | Fri, Aug 21 | |
Ember Cafe Group Daniel Cole | Warm | Opened 2 of 4 emails | Payroll setup | May come back later | $1,300 | Mon, Aug 24 | |
Draycott Interiors Priya Patel | Warm | Visited pricing page | 1120 return | Fee too high | $1,800 | Wed, Aug 26 | |
Marchetti Foods LLC James Whitfield | Warm | Replied to check-in | Bookkeeping cleanup | Using another firm | $2,400 | Sep 1 | |
Larkspur Interiors Sofia Romano | Cool | — | Year-end accounts | Timing not right | $1,650 | Sep 15 | |
Fenwick Auto Group Daniel Cole | Cool | — | Multi-state sales tax | No response | $3,100 | Sep 15 | |
Ainsley Care Homes James Whitfield | Cool | — | 1120 + payroll | Timing not right | $2,750 | Oct 1 | |
Rowan Bright Media Priya Patel | Cool | — | S-Corp election | Went in-house | $1,430 | Oct 1 | |
Sable & Vine Ltd Sofia Romano | Cool | — | Bookkeeping | Budget frozen | $1,260 | Oct 15 |
| Referrer | Type | Sent | Won | Rate | Revenue |
|---|---|---|---|---|---|
Lowell & Hart CPA Professional services | Partner firm | 9 | 7 | 78% | $54.3k |
Grace Okafor Okafor Legal | Professional | 6 | 4 | 67% | $38.1k |
Whitmore Group Inc Existing client | Client | 5 | 3 | 60% | $27.4k |
Marcus Nolan Private client | Client | 4 | 3 | 75% | $18.9k |
Bridgeway Wealth IFA network | Partner firm | 3 | 2 | 67% | $14.2k |
Sterling Estates LLC Existing client | Client | 2 | 1 | 50% | $6.8k |
Ashford Medical Partners Existing client | Client | 2 | 1 | 50% | $4.5k |
| Deal | Referred by | Status | Value |
|---|---|---|---|
Sales tax nexus review Meridian Fabrication LLC | Grace Okafor | Inquiry | $3,400 |
1120-S + sales tax Beaumont Retail Group | Lowell & Hart | Proposal | $5,800 |
Multi-state sales tax Bennett Holdings | Lowell & Hart | Stuck 14d | $3,400 |
Bookkeeping cleanup Northgate Clinics | Grace Okafor | Discovery | $2,240 |
Sales tax registration Calder Manufacturing | Whitmore Group | Won | $4,600 |
1040 pack Nolan Family | Marcus Nolan | Won | $1,900 |
| Campaign | Segment | Status | Sent | Opened | Clicked | Replied | Deals | Revenue |
|---|---|---|---|---|---|---|---|---|
Sales tax nexus explainer 3-part sequence | Multi-state exposure | Live | 212 | 41% | 18% | 9 | 3 | $9.4k |
Cross-sell: payroll for bookkeeping clients Single email | Single-service clients | Live | 48 | 52% | 27% | 6 | 4 | $8.2k |
Quarterly client update Newsletter | All clients | Live | 184 | 34% | 9% | 4 | 2 | $5.1k |
Referrer thank-you & update Quarterly | Referral sources | Live | 9 | 78% | 44% | 5 | 2 | $5.2k |
Dormant client re-engagement 2-part sequence | Dormant 12m+ | Scheduled | — | — | — | — | — | — |
Fall deadline reminder Single email | All clients | Scheduled | — | — | — | — | — | — |
Lost-on-fee revisit Single email | Lost on fee 18m | Finished | 132 | 29% | 11% | 3 | 1 | $2.1k |
S-Corp election window Draft | Not set | Draft | — | — | — | — | — | — |
| Service | New business | Expansion | Reactivation | Total | Deals | Avg |
|---|---|---|---|---|---|---|
1120 corporate returns | $104.6k | $32.1k | $11.5k | $148.2k | 54 | $2,744 |
Bookkeeping cleanup | $44.8k | $12.4k | $5.2k | $62.4k | 31 | $2,013 |
S-Corp election setup | $47.2k | $4.1k | $3.6k | $54.9k | 26 | $2,112 |
Sales tax registration | $38.9k | $7.8k | $1.9k | $48.6k | 22 | $2,209 |
Estate & trust planning | $30.4k | $8.2k | $2.4k | $41.0k | 14 | $2,929 |
1040 individual returns | $28.1k | $6.2k | $5.5k | $39.8k | 48 | $829 |
Payroll setup | $19.8k | $2.4k | $6.5k | $28.7k | 19 | $1,511 |
1099 / W-2 filing | $14.6k | $1.1k | $8.6k | $24.3k | 27 | $900 |
| Total | $328.4k | $74.3k | $45.2k | $447.9k | 241 | $1,858 |
| Advisor | Won | Rate | Revenue |
|---|---|---|---|
AS Aaron Shaw | 34 | 43% | $179.0k |
DC Daniel Cole | 27 | 51% | $96.8k |
SR Sofia Romano | 22 | 47% | $71.4k |
PP Priya Patel | 19 | 39% | $58.2k |
JW James Whitfield | 14 | 44% | $42.5k |
| Automation | Trigger | Action | Runs (30d) | Owner | |
|---|---|---|---|---|---|
First response SLA Protects the 4-hour promise | New inquiry created | Create first-response task, notify pool, escalate to manager at 4h | 31 | Firm | |
Proposal chase sequence The single biggest revenue leak | 7 days in Proposal/Quote | Create chase task for the advisor, then a second at day 14 | 26 | Firm | |
Deal has no live task Nothing quietly stalls | Open deal, no task, 3 days | Flag on dashboard and notify the advisor and the manager | 22 | Firm | |
Proposal opened, no reply Intent signal, acted on | Proposal opened 3× in 48h with no reply | Create a same-day follow-up task, mark the deal warm | 19 | Firm | |
Lost → keep-warm Nobody falls off a spreadsheet | Deal closed as may-come-back or no-response | Add contact to the matching keep-warm cadence with the lost reason kept | 18 | Firm | |
Keep-warm went hot Re-entry, not re-typing | Keep-warm contact shows two intent signals | Notify the advisor and offer a one-click reopen as a reactivation deal | 14 | Firm | |
Referral thank-you Maintains the best source you have | Referred deal marked won | Create a thank-you task on the referrer's record | 9 | Firm | |
Cross-sell review Expansion, on a schedule | Client with one service, 90 days after won | Create a cross-sell review task for the advisor | 7 | Firm | |
Meeting outcome chase Keeps the timeline honest | Meeting held, no outcome logged in 24h | Remind the organizer, then the manager at 72h | 6 | Firm | |
Dormant client re-engagement Paused by you on Monday | No contact in 12 months | Add to the dormant segment and queue a reactivation email for approval | 0 | Firm | |
Stage-skip audit Paused — too noisy at present thresholds | Deal jumps two or more stages | Log it and ask the advisor for a one-line reason | 0 | Firm |
3 tasks created · Beaumont, Bennett, Lowell & Hart
2 tasks created · Meridian Fabrication, Harper Dental
1 flag raised · Beaumont Retail Group escalated to manager
1 contact promoted · Yusuf Demir, reopen offered to Aaron
1 task created · Whitmore Group, after Calder was won
| User | Role | Sees |
|---|---|---|
MG Morgan Grant | Manager | All deals + reports |
AS Aaron Shaw | Advisor | Owned + collaborating |
DC Daniel Cole | Advisor | Owned + collaborating |
SR Sofia Romano | Advisor | Owned + collaborating |
PP Priya Patel | Advisor | Owned + collaborating |
JW James Whitfield | Advisor | Owned + collaborating |
This is the read-only tour. Opening a deal, drafting the email, moving a stage and exporting a report all happen in the live product — we walk you through those with your own service list on the call.
Take the guided product tourNobody planned the handover. It exists because the systems are separate.
It is Friday afternoon. The engagement letter came back signed on Tuesday and the client expects the first call next week — so before anything starts, somebody has to write the handover note.
They open the CRM and read backwards. Six weeks of email. The line from the discovery call where the client mentioned two more locations. The fee the partner actually agreed to, which is not the fee in the first draft. None of it is visible to the delivery team, because delivery does not have a seat in the sales tool. Forty minutes later there is a document, and it is already out of date.
The retyping is not the problem. It is the symptom. The problem is that the record stops at the deal — and most CRM software for CPAs is built to stop there, because closing the deal is where a sales tool's job ends and an accounting firm's job begins.
One record, from first inquiry to the work itself
This is what makes it a practice management CRM rather than a sales tool with an accounting logo on it. The lead, the price, the signature and the delivery job are four stages of one record — so the seams in the last fold are not shortened, they are gone. A CRM for accounting firms has to survive the moment a deal is won, and that is the test this flow is built around.
Web form, phone call, referral or an event list import. The contact and the deal are created together, with the source stamped on both.
Pipeline by deal type, one owner and any number of collaborators, tasks that cannot quietly disappear, keep-warm for the not-yet.
The deal value is not a number somebody typed. It comes from the live proposal, and it changes when the proposal changes.
The signature event closes the deal. Nobody marks it won by hand, so the won date and the signed date cannot disagree.
Email history, notes, meeting outcomes and the signed letter are already there. The handover is a status change, not a document.
- Your website form — creates the contact and the deal on submission, with no human touch
- Off-web inquiries — phone, email and referral captured through the same quick entry, so the data quality matches
- Event and list imports — the same duplicate checking as the form; an import cannot bypass it
- Existing clients — expansion and reactivation open against the party you already have, never a second record
- Pricing and the proposal — the service and scope on the deal are what get priced
- The engagement letter — assembled from the agreed scope, not re-described from memory
- Delivery and the client record — the full pre-signature history promotes across on close
- The firm's reporting — revenue won by service, by deal type, out of the same records
The one account that never reconciles
Winning the work is one side. Doing the work is the other. They are supposed to meet on a single client record — and in most firms they don’t, so somebody clears the difference by hand every time a deal closes. What you are reconciling depends on the size of your firm, and so does how wide the gap is.
Judge an accounting firm CRM on that gap rather than on a feature list. The question is not how many fields a CRM has — it is whether the deal type, the fee that was actually agreed, the reason they nearly said no and the person who referred them are still readable in February, when a preparer opens the job and the client expects you to remember. That is the whole case for a CRM for accounting firms rather than a general one.
One record. The deal, the fee, the signature and the job are the same object, so there is nothing to reconcile and nothing to re-key.
Two systems. The gap is where the agreed fee, the deal type and six weeks of context stop existing — and somebody writes a handover note to bridge it.
What you are clearing by hand at this size: five people selling, no shared definition of a next step, and the cross-sell a manager spotted in November never becomes a deal anyone owns — because the CRM and the delivery system are different places.
New business, a cross-sell, or a client you got back are three completely different economics — and only one of them is expensive. Almost no CRM in this category treats that as a field, so growth gets reported in aggregate and nobody can tell whether it came from marketing or from a preparer noticing something on a return.
Referrals are the highest-converting work an accounting firm gets and the least measured. Source usually lives in a CRM tag, and tags don’t add up to money — so the one channel worth investing in is the one nobody can put a dollar figure against at year end.
Where a handover happens through an integration, contacts and companies travel and the story does not. The objection, the declined service, the fee the partner actually agreed to — the delivery team meets the client cold, and the cross-sell intelligence earned during the sale is thrown away at the moment it becomes useful.
Every size of firm, and the reason each one comes looking
A CRM stops being optional at the point where one person can no longer hold the pipeline in their head. That point arrives at a different headcount for every practice — and the first thing a firm should switch on is different every time too.
Same choice as the reconciliation above — pick once, both sections follow
Short list, honestly labeled
The CRM connects to the two things a US firm uses every hour of the day — the mailbox and the payment rail. Everything else on this page is what is not connected yet, because finding that out in month two is worse than reading it now.
Mail, calendar and meetings work from inside the deal rather than beside it. Send and receive on the client’s thread, book the discovery call without leaving the record, and sign in with the identity your firm already administers.
- OUTLOOK — ONE-TO-ONE SEND & RECEIVE
- CALENDAR — MEETING BOOKING
- TEAMS — MEETING LINKS
- GRAPH
- ENTRA ID SSO
For the firms that charge for the first conversation. A paid consultation is collected against the deal, so the payment and the pipeline stage are the same event rather than two people reconciling a bank line later.
- PAID CONSULTATIONS
- PAYMENT LINKED TO THE DEAL
A submission creates the contact and the deal together, stamps the source, drops the deal at the first stage and sends the acknowledgement — with no human touch. For most firms this is where the overwhelming majority of leads already arrive, so it is the one connection that pays a CRM back in its first week.
- CONTACT + DEAL IN ONE STEP
- SOURCE STAMPED AT CAPTURE
- FIELDS MAPPED AT SETUP
A conference list or an old tracker imports with exactly the duplicate checking the web form uses. An import cannot bypass data quality — which is the only reason the CRM reports downstream can be trusted.
- CSV / EXCEL IMPORT
- SAME DEDUPE AS THE FORM
- FULL EXPORT BACK OUT
No integration with the return-preparation tools a US firm files from — Drake, Lacerte, ProConnect and the rest. The CRM tracks the work being sold and won; it does not push data into your tax software.
Not in this releaseCalls are logged as activity by the person who made them. There is no dialer inside the product, and no automatic recording or transcription of a call.
Phase 2 — not committed to a dateBeing built as a separate layer across the platform rather than inside this module. The CRM is designed to work without it, and this page does not price it in.
Separate release trackCampaigns run through a managed email provider surfaced inside FigsFlow, not a send engine we built. It works — it is just worth knowing which part is ours.
Managed, not nativeStart Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.