HelloGrowthCRM captures every new client enquiry, scores it, and keeps the follow-up running through BAS quarters and the 30 June rush. Around A$18 per user per month. Free plan available.
Business advisory enquiries from your website contact form
Referral tracking from mortgage brokers and solicitors
SMSF and self-employed client enquiry pipelines
Fee proposals for new business tax engagements
Follow-up campaigns between BAS quarter deadlines
Onboarding handover into your practice management system
Why this page exists
Australian accounting practices run to a fixed calendar. Quarterly BAS falls due on 28 October, 28 February, 28 April and 28 July, the financial year closes on 30 June, and income tax work stretches across the lodgement program well into the following autumn. The compliance work is predictable. New client work is not. Enquiries arrive from your website, from a Google search, from a referral partner, from an existing client's business partner, and they land in a shared inbox or on somebody's mobile. HelloGrowthCRM sits in front of your practice stack and holds that pipeline. Every enquiry is captured, scored, assigned and followed up on a schedule, so a prospective client who rang during the June crunch is still being worked in August rather than quietly forgotten while the team clears returns.
Be clear about what this is. HelloGrowthCRM is a sales CRM. It is not practice management software and it is not lodgement software. It does not prepare or lodge BAS or income tax returns, it does not connect to the ATO, it does not run jobs, timesheets or WIP, and it does not hold your working papers. Keep Xero Practice Manager, MYOB, or whichever job system your team already knows. Keep your ATO portal access and your client verification process exactly as the Tax Practitioners Board requires. HelloGrowthCRM handles the stage before all of that: the enquiry, the discovery call, the scope conversation, the fee proposal and the follow-up. Once the engagement letter is signed, hand the client across to your practice system and let the CRM get back to filling the top of the funnel.
Common search intent
New client enquiries land in a shared info@ inbox that nobody owns during BAS quarter, so the good ones sit unanswered for a week and go elsewhere.
Partners take enquiry calls on their mobiles, promise to send a fee estimate, and the note never leaves the notepad on the desk.
Referrals from mortgage brokers, financial advisers and solicitors arrive by text or email with no record of who sent what, so thank-yous never happen.
Fee proposals are rebuilt from scratch in Word each time, so scoping a new business client takes an afternoon that nobody has in June.
Nobody can say how many enquiries came in last quarter, where they came from, or what proportion turned into signed engagement letters.
Growth stops dead between March and October because the whole team is heads-down on compliance and no one is minding the pipeline.
Accounting enquiries do not arrive one way. A business owner fills in the contact form at 10pm, a referral partner sends a text with a name and number, a caller rings reception mid-BAS, and someone replies to the newsletter. HelloGrowthCRM captures web forms, phone calls and messaging into the same pipeline, so the record is the same whether it started as a call or a form. The built-in dialer records calls and writes an AI summary, so the partner who took a discovery call in the car has a written note without typing one. Email sequences, SMS and WhatsApp follow-up run from the same contact, and native connectors, Zapier and the API push the details onward to the systems your practice already runs.
Why Australia teams choose this
See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.
Point your website contact form, your phone number and your messaging channels at HelloGrowthCRM. Setup takes about fifteen minutes. Existing contacts import from a spreadsheet, so nothing has to be retyped by the admin team.
Name the stages the way partners talk about them: Enquiry, Discovery Call, Scope, Fee Proposal, Engagement Letter, Onboarded. Assign an owner to each stage so no enquiry sits without a name against it.
Set email sequences, SMS and WhatsApp reminders that keep working through the 28 October, 28 February, 28 April and 28 July BAS deadlines, when the team has no capacity to chase prospects manually.
Reporting dashboards show enquiry volume, source and conversion. When a client signs, move them into your practice management system for job workflow, and let the CRM keep working the front end.
Pricing
HelloGrowthCRM is around A$18 per user per month, or US$12 monthly, dropping to US$10 per user per month on annual billing. There is a free forever plan, which suits a sole practitioner or a two-partner firm testing whether a pipeline is worth keeping. Setup takes about fifteen minutes. If you would rather not build the pipeline yourself, the optional managed RevOps service, Growth Engine, sets it up and runs it for you.
CRM for accounting firms
The general accounting practice overview, covering pipeline, proposals and follow-up.
ExploreCRM for bookkeepers in Australia
Built for BAS agents and bookkeeping practices chasing new clients between quarters.
ExploreXero CRM integration
How HelloGrowthCRM connects to the Xero ecosystem through native connectors and the API.
ExploreBest CRM in Australia
How HelloGrowthCRM compares for Australian small and mid-sized professional firms.
ExploreFree CRM Australia
What you get on the free forever plan and when a practice outgrows it.
ExploreAustralian pricing
Per-user pricing in Australian dollars, monthly and annual, including the free tier.
ExploreSet up a pipeline for your practice in about fifteen minutes. Capture web, phone and messaging enquiries, score them, and let the follow-up run while your team clears lodgements. Start on the free forever plan, or move to around A$18 per user per month when it proves itself.
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Quote Follow-Up
AI calls Accounting Firms prospects a day after the quote goes out, answers the obvious questions, and books the next step so nobody has to chase manually.
Smart Compose for Client Messages
AI writing assist for enquiry replies, quote covering notes, and follow-up messages — consistent wording, sent faster.
Automated Follow-Up Sequences
Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open quote gets chased until it is won or closed out.
AI Lead Scoring
Rank incoming accounting firms enquiries by value, location, and response speed so the team works the best ones first.
All AI features included on every paid plan. No add-ons.