SmartFirm.io
HubSpot CRM
Zoho CRM
Infusionsoft by Keap
Copper
Zoho CRM
Pipedrive
Freshsales CRM
Alore CRM
WORKetc CRM
SugarCRM
Insightly
SmartFirm is a done-for-you marketing and automation platform built specifically for accountants, bookkeepers, and tax professionals. We help firms attract better-fit clients, respond faster, and grow without hiring more staff. Our all-in-one system includes tools like AI voice response, text and email automation, review generation, lead tracking, and local SEO. It is designed to save time, boost visibility, and turn more inquiries into paying clients. With SmartFirm, you can automate your front office and scale your business with less stress and more confidence.
SmartFirm.io CopperCopper is highly recommended for small to medium-sized businesses, teams that rely on Google Workspace, and organizations looking for an intuitive and easy-to-use CRM solution. It's particularly suited for businesses looking to improve their sales processes and collaboration efficiency without the complexity of more intensive CRM systems.
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SmartFirm.io's answer
SmartFirm.io is the only done-for-you marketing automation platform built specifically for accountants, bookkeepers, and tax professionals. Unlike generic CRMs or marketing tools, it combines AI automation, lead generation, local SEO, and review management into one platform, while our team handles setup and execution.
SmartFirm.io's answer
Competitors like HubSpot or Zoho require firms to DIY complex systems. SmartFirm.io eliminates that burden with a fully managed service tailored for accounting firms. We save time, reduce stress, and deliver measurable growth without the learning curve of traditional marketing platforms.
SmartFirm.io's answer
Our primary audience is small to mid-sized accounting firms, CPAs, bookkeepers, and tax advisors who want to grow their practices, attract more clients, and streamline client communications without hiring additional staff.
SmartFirm.io's answer
SmartFirm.io was founded in 2024 after recognizing that most accountants struggled with marketing and client acquisition. While excellent at financial services, many lacked the time or expertise for lead generation and digital marketing. SmartFirm.io was created to solve this problem by automating front-office marketing tasks, using AI-driven tools, and offering a fully managed service so professionals can focus on serving clients.
SmartFirm.io's answer
AWS (hosting and infrastructure)
Go High Level white-label CRM (backend foundation)
Twilio (SMS, voice, call automation)
SendGrid (email delivery)
Google APIs (Maps, Reviews, Calendar)
Stripe & PayPal (payment processing)
OpenAI APIs (AI-driven automation)
SmartFirm.io's answer
Regional CPA firms in Oregon
Independent bookkeeping practices in California
Multi-partner tax advisory firms in Texas
Boutique accounting firms serving small businesses
Solo CPAs scaling with automation support
Based on our record, Copper seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I've seen Copper CRM work quite well for contractors (assuming that your team is using or open to using Google Workspace - if you're not using Google Workspace, I'd probably ask why not? But then recommend you to use Pipedrive if you're not willing to switch to Google Workspace). Source: almost 3 years ago
HubSpot CRM - Free CRM software for small businesses.
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Infusionsoft by Keap - Learn more about Infusionsoft by Keap.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.