The Best CRM For Accountants
Your marketing will Roar to life with our powerful CRM and marketing platform.
Your marketing will Roar to life with our powerful CRM and marketing platform.
Overview Video
- Lead management
- Deal pipelines
- Reporting dashboard
- SMS/Email automations
- Proposals & invoicing
- Meeting calendars
- GBP management
- Social media
- Web forms
- Proposals / Invoicing
- Trackable phone number
- Mobile app
It's Everything Your Firm Needs
Strong, powerful marketing.
Get started now with Roar! Our CRM for accountants.
Roar vs The Rest
Get rid of all those tools and logins you can’t remember.
With Roar (our CRM) you have everything you need in one single platform.
Here’s where you save money.
Pricing
BASIC
- Trackable Phone Number
- Two Way Text & Email Convos
- Missed Call Text Back
- Email Marketing
- Website Forms
- Google My Business
- GMB Call Tracking
- Website Chatbot
- Facebook Messaging
PROFESSIONAL
- All BASIC features plus:
- Meeting Calendar
- Contact Management
- Deal Pipelines
- Social Media Planner
- Social Media Scheduler
- Reputation Management
- Text To Pay
PREMIUM
- All PROFESSIONAL features plus:
- Website Builder
- Funnels
- Workflow Automations
- Surveys
- SMS & Email Templates
- All Reporting
- Proposals & Invoicing
Plus, I have much more time to focus on other tasks.
Key Features
Store all your leads, online and offline, in 1 central place. Easily manage and track their status and interaction with your firm.
Manage all email, text, and call interactions in one place.
Save time by automating client reminders, follow-ups, and document requests. Nurture leads with automated SMS and email messages.
Built-in scheduling with reminders for client meetings or filing deadlines. Drop 3rd party calendar tools and save money.
Create and send important documents from within the platform. Drop expensive 3rd party tools and integrations. Roar ties it all together.
Real-time analytics to monitor client interactions, revenue, and growth trends
FAQs
The MITCO Digital team will help you get setup with your accounting CRM and is available for ongoing support.
Yes, there’s no lock-in annual contracts.
This is the best CRM for accounting firms. As an agency that specializes in marketing for accountants, we’ve tried them all. In the end, we’ve put together the best features that we use for our clients to attract leads, nurture and convert them, and report on ROI.
This accounting CRM is powered by Go High Level, a leading online marketing SaaS platform.
Yes. Our agency clients who are on one of our monthly marketing plans pay a significantly reduced rate for the CRM.
Give It A Try!
Discover how our all-in-one CRM can help you simplify your marketing management.
🚀 Sign up for a Free 14-Day Trial now!
