Professional Services (Australia) Australia

Win more accounting clients without losing a single enquiry

HelloGrowthCRM captures every new client enquiry, scores it, and keeps the follow-up running through BAS quarters and the 30 June rush. A$20 per user per month. Free plan available.

Quick answer

Is HelloGrowthCRM practice management software for accountants?

No. HelloGrowthCRM is a sales CRM and nothing more. It does not run job workflow, timesheets, WIP, document management or working papers, and it will not replace Xero Practice Manager, MYOB or any other practice system. It also has no ATO connection and cannot prepare or lodge BAS or income tax returns. Use it for the enquiry pipeline in front of your practice: capturing leads, running discovery calls, sending fee proposals and following up. Keep your practice management software for everything after the engagement letter is signed.

Outcome-first workflowA$20 per user per month, or A$16 on annual billing pricingSMS reminders + Xero sync

Industry Use Cases

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

CRM for accountants Australiabest CRM for small accounting practice in AustraliaCRM for sole practitioner accountant Australiahow to track new client enquiries in an accounting firmCRM that works alongside Xero Practice Managerfee proposal software for Australian accountants

Why teams evaluating CRM for accountants Australia want a simpler system

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.

Challenge → solution → result

Common Accounting Firms problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: Enquiries go cold during the June to October compliance crushSolution: Automated email, SMS and WhatsApp sequences run on a scheduleResult: The pipeline keeps moving while the team clears lodgements

Challenge: Partner takes a discovery call and the notes never get written upSolution: Built-in dialer records the call and writes an AI call summaryResult: A written record of scope and promises against the contact

Challenge: Fee proposals rebuilt from scratch for every prospectSolution: Quote and proposal builder with saved service templatesResult: Scoping and pricing a new client takes minutes, not an afternoon

Challenge: No one knows which referral partners actually send workSolution: Source tagging plus reporting dashboards by source and conversionResult: Referral conversations backed by real numbers each quarter

Challenge: Enquiries sit in a shared inbox with no ownerSolution: Pipeline stages with an assigned owner and AI lead scoringResult: Every enquiry has a name against it and a next action

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Their workflowHelloGrowthCRM module

Website enquiry from your services pageWeb form lead capture that creates the contact and assigns an owner instantly

Prospective client rings the officeBuilt-in dialer logs the call, records it and writes an AI call summary

Sorting tyre-kickers from real business clientsAI lead scoring ranks enquiries so partners spend time on the best ones

Moving an enquiry from first contact to signedPipeline stages you name yourself, such as Enquiry, Discovery, Proposal, Engaged

Following up during BAS and 30 June crunchAutomated email sequences that keep running when the team is buried

Quick replies to business owners on the goSMS and WhatsApp follow-up from the same contact record

Scoping and pricing a new engagementQuote and proposal builder with reusable service templates

Billing one-off advisory or setup workInvoicing built into the CRM for work you bill outside the practice ledger

Checking pipeline between client meetingsiOS and Android apps with the full contact history offline of the desktop

Reporting to the partner groupReporting dashboards on enquiry volume, source and conversion by stage

Xero + SMS follow-up

Every enquiry channel a practice actually uses, in one place

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.

Built for Xero-connected SMS follow-up

How it works

Connect your enquiry sources

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.

Build the pipeline your practice runs

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.

Automate the follow-up

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.

Measure and hand over

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

A$20 per user per month, or A$16 on annual billing

HelloGrowthCRM is A$20 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.

HelloGrowthCRM for accounting practices versus a generic CRM

RequirementHelloGrowthCRMGeneric CRM

Understands the Australian compliance calendarSequences and reminders built around BAS quarters and 30 June, so follow-up survives the busy seasonNo concept of an Australian lodgement calendar, so campaigns stall when the team goes quiet

Honest about scopeStated plainly as a sales CRM that sits in front of practice management, not a replacement for itOften marketed as an all-in-one that quietly cannot do practice workflow or lodgement

Call handling for partner-led enquiriesBuilt-in dialer with call recording and AI call summaries on the contact recordUsually a paid add-on or a separate phone system that never syncs back

Proposal and fee quotingQuote and proposal builder plus invoicing included, with reusable service templatesProposals live in Word or a third-party tool with no link to the deal

Cost for a small practiceA$20 per user per month, US$10 annually, with a free forever planPer-seat pricing that climbs once you add calling, automation and reporting

Time to get runningAbout fifteen minutes to connect a form, a number and import contactsImplementation projects and consultants before the first enquiry is captured

Useful next steps

CRM for accounting firms

The general accounting practice overview, covering pipeline, proposals and follow-up.

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CRM for bookkeepers in Australia

Built for BAS agents and bookkeeping practices chasing new clients between quarters.

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Xero CRM integration

How HelloGrowthCRM connects to the Xero ecosystem through native connectors and the API.

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Best CRM in Australia

How HelloGrowthCRM compares for Australian small and mid-sized professional firms.

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Free CRM Australia

What you get on the free forever plan and when a practice outgrows it.

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Australian pricing

Per-user pricing in Australian dollars, monthly and annual, including the free tier.

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Frequently asked questions

It does not. HelloGrowthCRM has no lodgement capability, no ATO integration and no tax calculation. Quarterly BAS due on 28 October, 28 February, 28 April and 28 July, and the income tax lodgement program, all stay in your existing software. What the CRM does is keep your business development alive across those deadlines. Automated email sequences, SMS and WhatsApp follow-up keep running while your team is buried in compliance, so the pipeline does not go quiet for four months at a time.

Yes. The quote and proposal builder lets you save reusable service templates, so scoping a new business client does not mean rebuilding a Word document from scratch. Build the proposal against the contact record, send it, and the pipeline stage updates as it moves. Invoicing is included for one-off advisory or setup work you bill outside the practice ledger. Your engagement letters, ethical clearance and client verification stay in your own process, as the Tax Practitioners Board Code of Professional Conduct requires.

HelloGrowthCRM connects through native connectors, Zapier and an open API, so contact and deal data can move between the CRM and the tools your practice already runs. Treat the CRM as the front door and your accounting or practice software as the system of record. It is not a replacement for the Xero or MYOB ecosystem and it does not sync ledgers, trial balances or client files. The value is in not retyping a prospect's details three times before they become a client.

Yes. Referral partners are one of the strongest sources of work for an Australian practice, and they are usually the worst tracked. Log each referral against a source in the CRM, so you can see at the end of a quarter which mortgage broker or solicitor actually sent business and which just talked about it. Reporting dashboards break enquiries down by source and conversion, which makes the reciprocity conversation with a partner far easier to have.

The built-in dialer can record calls and produce an AI call summary, which is useful when a partner takes a discovery call away from the desk. Call recording law in Australia differs between states and territories, and there are also professional obligations to consider. Check your own obligations and set your consent process accordingly before switching recording on. The feature is optional. AI call summaries and call logging still work as a written record of what was discussed and what was promised.

Both. A sole practitioner can start on the free forever plan with a single pipeline, capture web and phone enquiries, and run one follow-up sequence. A multi-partner firm can assign owners per stage, score leads, run separate pipelines for compliance clients and advisory work, and report to the partner group on where new work comes from. Setup takes about fifteen minutes either way, and there is no minimum seat count to get started.

A$20 per user per month, or US$12 monthly, and US$10 per user per month if you pay annually. There is a free forever plan if you want to test the idea before committing a practice budget to it. Setup takes about fifteen minutes: connect your form, connect your number, name your stages and import contacts from a spreadsheet. If you would rather it were done for you, the optional Growth Engine managed RevOps service handles setup and ongoing operation.

Stop losing new client enquiries to BAS season

Set 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 A$20 per user per month when it proves itself.

AI & Intelligence

AI Features Built for Accounting Firms

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.

Explore AI Agents

All AI features included on every paid plan. No add-ons.