Los 10 Mejores Softwares CRM para Contabilidad Analizados para 2026

Payouts is a financial technology platform designed to automate global payouts and vendor management. It supports a variety of payment methods, including fiat currencies, cryptocurrencies, and eWallets, helping businesses manage their financial operations more effectively.

Why I picked Payouts: Payouts most standout feature is its vendor relationship suite, which allows you to handle payments to thousands of vendors efficiently. This capability helps streamline payouts, ensure compliance, and improve overall vendor interactions. Additionally, it enables vendors to manage their own information, update their profiles, and track personal earnings.

Standout features & integrations:

Features include universal connectors for data integration, real-time reporting and analytics, and support for global transactions through virtual cards and eWallet payouts.

Integrations include NetSuite, PayPal, Venmo, and Zelle.

Salesforce’s AI-powered “Einstein Analytics” tool offers users the ability to view CRM data from several angles using graphs, reports, dashboards, and more.

Why I picked Salesforce: Salesforce is one of the most advanced and expensive CRMs on this list. It’s probably out of the question for all but the biggest firms.

If you’re in a big firm, though, Salesforce’s array of features and customizability make it better than most other solutions on this list.

Standout features and integrations:

Features include: Advanced analytics (called Einstein Analytics), territory customization and management, and lead and opportunity management. Customer360 combines sales, marketing, and customer service features for bigger firms into one comprehensive platform.

Integrations include ActiveCampaign, DocuSign, Dropbox, Google Workspace, JIRA, LinkedIn Sales Navigator, Quickbooks, Slack, Zendesk, and Zoom. You can unlock many more integrations by linking a paid Zapier account. Salesforce CRM integrates with all other Salesforce products, too.

Less Annoying CRM’s web app is designed for optimal use on mobile phones, so there is no need to get a mobile app to access the CRM on the go.

Why I picked Less Annoying CRM: Less Annoying CRM is a funny name for a CRM, but this solution lives up to its name. It’s not hard to find your way around this platform.

There’s no mobile app as I write this, but honestly, the mobile site is good enough to not warrant one. On the plus side, that saves space on your smartphone and eliminates the need for constant updates, and you can always create a web app on your phone’s home screen if needed.

Standout features and integrations:

Features include centralized contact management, customizable deal pipelines, team activity reports, and a mobile-optimized web, so there’s no need to download a separate app. Plus, you can make an unlimited number of custom fields with drag-and-drop to gather only the information you need from leads.

Integrations include AgileForms, Google Calendar, Google Contacts, Google Forms, MailChimp, Microsoft Outlook Calendar, Nusii, ReForm, Writtenly, and ZipMessage. You can also link a paid Zapier account to unlock 5,000 more integrations.

ActiveCampaign offers extensive email marketing and automation capabilities alongside CRM functionality. Users can build complex automations to segment new leads based on many variables.

Why I picked ActiveCampaign: ActiveCampaign is best known for its email marketing and automation, but it has a CRM platform, too. You can get the CRM tool on its own if you want. But if you’re a fan of email marketing and have the budget, you might want to pay for one of ActiveCampaign’s bundle plans.

Standout features and integrations:

Features include: Sales engagement automation, SMS automation, contact management and sales routing, lead scoring, and a full email suite. That email suite includes email sequence mapping, segmenting, broadcast emails, autoresponder emails, and more.

Integrations include BambooHR, ClickFunnels, Facebook, Google Analytics, Quickbooks, Salesforce, Slack, Unbounce, WordPress, and Xero. You can also link to a paid Zapier account for more integrations.

Zendesk’s customer service features allow firms to manage their client relationships closely after the sale and answer questions or resolve issues quickly.

Why I picked Zendesk: If you want to be more of an “advisor” to a few long-term clients, Zendesk seems like it would be a great help. The Sell side has a CRM with the basics needed to manage leads, but the Support side’s customer features make Zendesk shine.

Oh, and both sides share data. Excellent for keeping clients around for the long haul.

Standout features and integrations:

Features include AI-powered intelligent customer service triage, email sequence builders, integrated voice software, and subscription tracking. The Sell and Support sides link together for seamless client onboarding and service.

Integrations include Harvest, Salesforce, Slack, and Tymeshift Workforce Management. You can also link Zendesk with a paid Zapier account for integrations with a large number of popular software solutions. Furthermore, Zendesk has an app marketplace where you can download custom-made apps from Zendesk app developers.

Monday.com offers the highest degree of customization, but automations may be limiting for larger firms. As a “work OS,” monday.com lets you customize every piece of your CRM. It also lets you build other applications with no code from scratch using templates.

Why I picked monday.com Sales CRM: monday.com calls its platform a “Work OS,” meaning you can build almost whatever you want in it—including a CRM—via drag-and-drop with little to no coding. It also means you can build other apps you might need in the platform.

It comes with a CRM template you can play around with to fit your CRM to your needs.

Standout features and integrations:

Features include low-code/no-code app creation, custom reporting dashboards, automation rules, and email software sync to track email data and store it. You can also use personalized, auto-fillable email templates and store lead-related call and meeting data. monday.com is completely customizable via drag-and-drop but comes with a CRM template.

Integrations include Aircall, DocuSign, Dropbox, Google Drive, LinkedIn, Mailchimp, Microsoft Teams, Slack, Stripe, and Zoom. You can also link a paid Zapier account to monday.com to build custom integrations with any platforms in Zapier.

Bitrix24 lets you create and manage your firm’s website directly from the CRM. This website can take in leads, which flow through to other CRM features.

Why I picked Bitrix24: You basically have to market your firm online to get ahead. With Bitrix24 you can build individual landing pages or an entire website and connect it to the platform’s CRM tool.

This would cut down on a lot of problems accountants might have when trying to connect lead gen stuff on their websites to their CRMs.

Standout features and integrations:

Features include in-app phone communications, sales analytics, in-app private and group chats, conference calls, and a private social network. You can also build a website or landing page for your firm in BitRix’s online storefront builder.

Integrations include Box, DocuSign, Dropbox, Gmail, Google Calendar, Google Drive, MailChimp, Microsoft Office 365, OpenOffice, and Xero. Bitrix also has an app marketplace where you can download custom apps created by private developers. You can also integrate with BitRix’s project management, HR, and customer service tools.

Creatio CRM is a versatile customer relationship management tool tailored for small to medium-sized businesses (SMBs) and scalable for larger enterprises. It supports the entire sales cycle, from lead management to repeat sales, and is bolstered by advanced analytics and marketing automation capabilities. 

Why I picked CRM Creatio: Its 360-degree customer views provide a holistic overview of each client’s interactions, transactions, and history. This feature is particularly beneficial for accountants as it allows them to have all relevant client information at their fingertips, facilitating more personalized and efficient service. 

Another significant feature of CRM Creatio is its customizable sales forecasting dashboards. These dashboards enable accountants to create detailed financial forecasts and performance reports without needing specialized technical coding knowledge. 

Standout features and integrations:

Features include a no-code platform, workflow automation, customizable dashboards, real-time analytics, AI-assisted app development, contact and account management, lead and opportunity management, task management, and performance management.

Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.

Capsule CRM offers a clean and simple interface. Various CRM features are easy to navigate using the menus in the application.

Why I picked Capsule CRM: It isn’t hard to find your way around Capsule, either. A good option for solo accountants. Capsule CRM might be the simplest on this list, but it has a freemium plan with a lot more features than what you might expect—although it's limited to two users and won’t integrate with your internal accounting platform.

Standout features and integrations:

Features include email marketing templates and automations, a visual sales pipeline, workflow automations, and an AI content assistant. Sync all client information in relevant parts of your integrated accounting and bookkeeping apps to save time.

Integrations include Formstack, Freshbooks, Gmail, Google Workspace, MailChimp, Microsoft Office 365, Quickbooks, Sage Cloud Accounting, Xero, and Zendesk. You can also unlock more integrations by linking a paid Zapier account.

Accelo lets you view your team’s schedules and offers a shared team inbox so you can assign teammates to new clients and projects and so the whole team can see the status of each prospect or client.

Why I picked Accelo: Two things about Accelo stuck out to me. First, the team scheduling feature looks quite helpful if you’ve got a whole sales team and have a lot of leads coming in.

And second, Accelo connects the sales process to the work itself by converting proposals into projects on the project management side of the system.

Standout features and integrations:

Features include team scheduling, client work planning, retainer contract management, sales tracking and forecasting, and a mobile app with many critical CRM and workflow features. A lot of features that work well for working with teams.

Integrations include Google Workspace, Hubspot, Jira, Mailchimp, Microsoft Office 365, PayPal, Quickbooks, Salesforce, Stripe, and Xero. You can unlock more integrations by connecting a paid Zapier account.