The Salty CRM · Bookkeepers
The CRM built for bookkeepers.
From the first referral to a full book of recurring clients, the Salty CRM captures leads, automates onboarding, and keeps your monthly work organised — built for how a bookkeeping business runs.
Why it fits
Built for the way bookkeepers actually work.
Bookkeeping lives and dies on recurring relationships. The work is steady, but winning new clients, onboarding them cleanly, and staying on top of who owes you what each month is where the time and money quietly leak.
The Salty CRM keeps the whole client lifecycle in one place — new enquiries answered and followed up automatically, onboarding standardised, and recurring reminders that keep clients sending you what you need on time.
Sound familiar?
The work slipping through your bookkeeping business.
The everyday leaks that cost you clients — and exactly how the CRM plugs them.
Referrals you forget to follow up
A great referral comes in while you're deep in a reconciliation, and a week later it's gone cold. Automated follow-up keeps every lead warm without you watching the inbox.
Onboarding that's different every time
Bank access, software invites, document requests — done from memory, it's slow and inconsistent. The CRM runs the same tidy onboarding for every client.
Chasing clients for paperwork every month
Receipts, statements, approvals. Automated monthly reminders do the chasing for you, so the work isn't held up waiting on the client.
What it does
Everything your bookkeeping business needs, in one place.
One platform that catches the lead, wins the review, and gets you paid — no patchwork of apps.
Never miss a lead
Missed-call text-back replies instantly, so a missed call never turns into a lost customer.
Reviews on autopilot
Automated requests turn happy customers into five-star reviews that win you the next ten.
Quote to paid, faster
One pipeline moves every deal from enquiry to quote to invoice — nothing slips through the cracks.
Rebooking built in
Follow-ups and repeat work are scheduled automatically, so revenue keeps coming back.
One inbox
Calls, texts, email and web chat land in one place — answer from your phone or your desk.
See what's working
Dashboards show where your leads come from and what they're worth, in plain numbers.
Questions
Bookkeepers, answered.
No. Starter is a lean, white-label CRM you run yourself — ideal for a solo bookkeeper who wants leads, onboarding and reminders in one place without the admin.
Yes. Set the cadence once and the CRM chases clients for receipts, approvals and documents automatically, every month.
It complements them. Your bookkeeping software handles the books; the CRM handles getting clients, onboarding them, and keeping the communication on track.
Built for every business
Other professions we build for.
See the CRM on your bookkeeping business.
Book a 20-minute demo and we'll show you exactly how it would run your day.