Most CRM tools are designed for SaaS companies, not accounting firms. PracticeWings CRM understands service-based sales cycles, referral sources, and the consultative approach firms actually use.
Track every potential client from first contact. Automated lead scoring based on configurable rules — firm size, service needs, referral source, engagement level. Prioritize follow-ups based on score, not gut feeling.
Define your own pipeline stages that match your firm's sales process. Default stages included, but fully customizable. Drag prospects between stages. See where every opportunity stands at a glance.
Know where your leads come from. Track referral sources with conversion rates and revenue attribution. Understand which marketing channels and referral relationships actually produce paying clients.
When a prospect becomes a client, the conversion workflow handles the transition automatically. Create the client record, set up engagement letters, assign a team, and trigger onboarding tasks — all from one action.
Forecast revenue based on pipeline stage probabilities and deal values. Understand your projected revenue for the quarter. Make staffing and capacity decisions based on data, not hope.
Dashboard showing lead source performance: prospects generated, conversion rates, average deal value, and total revenue by source. Know exactly which referral relationships and marketing efforts are worth investing in.
Most accounting firms track prospects in spreadsheets or not at all. When a referral comes in, there's no systematic follow-up, no way to measure which sources produce the best clients, and no forecasting to plan for growth. PracticeWings gives your firm a CRM that actually fits how you sell — through relationships, referrals, and consultative conversations.
Stop losing prospects to spreadsheets and sticky notes. See every opportunity in one pipeline.
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