The CA Thingy
Why Most CAs Don’t Use CRM (And Why They Should)
March 23, 2025
While CRMs (Customer Relationship Management tools) are common in sales and marketing, most Chartered Accountants still rely on Excel sheets, scattered notes, and email threads to manage clients. Here's why that’s a problem—and how adopting even a basic CRM mindset can drastically improve operations, retention, and growth.
The Current Reality: Client Chaos
- Client information is scattered across spreadsheets, WhatsApp, and inboxes.
- There’s no centralized system to track client queries, requests, or interactions.
- Follow-ups are inconsistent, and deadlines are often missed due to miscommunication.
- Staff turnover leads to gaps in client context and history.
- This results in lost trust, delays, and a poor client experience.
What a CRM Brings to the Table
- One place for every client’s contact details, communication logs, and pending tasks.
- Automated follow-ups and reminders tied to deadlines or touchpoints.
- Visibility into team interactions with each client—who said what, when.
- Segmentation of clients based on service, status, or compliance category.
- Analytics to track churn risk, communication gaps, and upsell opportunities.
Why Most CAs Still Avoid CRMs
- They think CRMs are only for sales teams or large enterprises.
- Fear of complexity and training overhead keeps adoption low.
- Generic CRMs don’t fit CA workflows, leading to resistance.
- There's a belief that “email and Excel are enough” for relationship management.
- Lack of awareness of CA-specific tools that include CRM-like features.
The CA Thingy: Built-In CRM for Finance Pros
- The CA Thingy includes CRM features tailored to how CAs actually work.
- Track all client touchpoints, docs, invoices, and follow-ups in one dashboard.
- Assign internal notes, tasks, and reminders to ensure nothing falls through the cracks.
- Make client communication proactive—not reactive—with scheduled check-ins.
- Whether you're solo or run a 10-member team, CRM features help you deliver a premium, consistent client experience at scale.