CRM & sales funnel management for accounting firms
Koho PSA’s built-in CRM is tailored for accounting firms, helping you track leads, send proposals, manage contracts, and handle invoicing from one place. → Less admin, faster deals, and a smoother handoff to your delivery team.
A good CRM improves your accounting firm’s profitability
Sales and customer management in accounting firms often rely on scattered tools: inboxes, spreadsheets, disconnected CRMs, memory… All that leads to missed follow-ups, unclear responsibilities, and delays in invoicing.
Koho PSA changes that. With CRM, tender, and contract tools built directly into your PSA system, you can track opportunities, manage agreements, and automate billing all in one place.
It’s not about doing more sales work. It’s about removing the friction from the process, so your firm can stay focused, responsive, and profitable.
Track your sales funnel from first contact to invoicing
Koho PSA’s CRM is built around how accounting firms actually sell. You can follow each opportunity from the first message through to signed agreement, with full context along the way.
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Track every step: lead ➝ tender ➝ contract ➝ invoicing
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See what’s been promised, what’s been agreed, and what’s been billed
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Keep all notes, emails calls, and customer details in one view
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Group and segment customers to better manage your portfolio
Sales doesn’t have to live in a separate system anymore. Everyone from partners to back-office staff works from the same up-to-date picture.
Create, send, and manage tenders faster and more accurately
Preparing tenders doesn’t need to be time-consuming or error-prone. With Koho PSA, your team can generate branded, accurate tenders in minutes and keep track of every open offer without switching tools.
Whether it’s a one-time project or a recurring service agreement, Koho PSA helps you move from offer to contract without the manual back-and-forth.The whole process is built to reduce friction, both for you and for your customer.
Create eye-catching tenders in minutes
Product details, pricing, and contract terms are automatically pulled in based on what’s being offered — so your team doesn’t have to double-check or reformat.
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Eye-catching, structured tenders in minutes
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Always-on-brand and compliant with your firm’s pricing and policies
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Product information and contract terms stay up to date by default
Track open tenders automatically
Forget spreadsheets or manual follow-ups. Koho PSA tracks all open tenders in real time, so your team knows exactly what’s pending, what’s been accepted, and what needs action.
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See which tenders are active, expiring, or overdue
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Get reminders before key dates pass
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Reduce lost business due to missed follow-up
Do you already have a favourite CRM?
If your team prefers another CRM system, you can integrate it with Koho PSA! No need to change good tools to benefit from a smoother end-to-end process.
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Sync customer information and sales activity
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Carry sales data through to invoicing and reporting
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Eliminate manual data entry and siloed systems
Stay in control of contracts — from agreement to invoice
Once a tender is signed, you can turn it directly into a contract. Koho PSA gives you full visibility and automation across your contract lifecycle. You can manage agreements, automate billing, and track your contract portfolio in real time.
Koho PSA supports:
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Contract creation and lifecycle management
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Automated contract invoicing (recurring or one-time)
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Clear onboarding workflows for new clients
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Real-time tracking of contract value and future cash flow
Forget manual handoff and chasing documents or deadlines. Koho PSA creates a clear path from sale to service to billing.
Easy access to all agreements
Find any signed tender or contract in seconds. Koho PSA keeps everything organised and alerts you before contracts expire. You’ll never miss renewal or upsell opportunities again.
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Quickly find all signed tenders and contracts
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Get automatic alerts before contracts expire
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Stay on top of resale and renewal opportunities
Automated contract invoicing
Koho PSA can save up to 90% of your time on contract invoicing and reporting, as invoices are generated automatically based on contract terms. And if a contract changes, Koho PSA creates the corrected invoice, no manual adjustments needed.
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Generate invoices based on contract terms
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Automatically create corrected invoices when contracts change
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Save time and reduce manual billing errors
Real-time portfolio reporting
See contract value development and future cash flow projections instantly. Your financial view stays current and you can make smarter business decisions.
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Track contract value development month to month
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See future cash flow projections with one click
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Keep your contract portfolio visible and up to date
Onboard new clients with confidence
Winning a client is only step one. Koho PSA helps you deliver a consistent onboarding experience by assigning the right tasks to the right people, automatically.
Your client feels cared for, and your team doesn’t miss a step.
The whole company benefits from a CRM that connects with all operations
Benefits for your team:
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Clear, up-to-date information on every client and opportunity
- Less repetitive admin and no tool-switching
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Faster tender and contract handling
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Structured onboarding and delivery
Benefits for management:
- Real-time visibility into sales pipeline and active contracts
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More accurate invoicing tied directly to agreed terms
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Fewer delays, errors, or lost revenue
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Better insight into revenue forecasts and portfolio value
Would you like to have a better look?
Request a free demo!
Book a free demo, no strings attached, and let Koho PSA convince you. You can save up to 87 % in invoicing with Koho PSA. The demo will give you a better view on how Koho PSA will help your accounting company succeed.