The best CRM for accounting firms
An accounting firm piles up recurring clients, tax deadlines and endless document exchange. Sellio brings prospecting, portfolio management, recurring tasks and billing into one place, without charging per seat.
What jams the day-to-day and lets business slip away.
- New clients arrive by referral and get lost with no pipeline.
- Tax obligations and deadlines rely on the team remembering.
- Document exchange with the client turns into email chaos.
- Monthly fee billing eats up the firm’s time.
Every pain in your industry has a real product feature behind it, with no empty promise.
✓Sales pipeline and lead capture
Referrals and contacts enter a pipeline with a stage and an owner, so no new-client opportunity cools down without follow-up.
✓Automations and recurring tasks
Automations generate the tasks and reminders for obligations at the right frequency, so no deadline slips by.
✓Client portals
The client sends and follows documents in a portal, taking the paperwork out of the email back-and-forth.
✓No-code (custom objects and fields)
Model the client portfolio with the fields you need (tax regime, period, certificates) without coding.
✓Customer invoices
Generate and send recurring fee invoices right from the CRM, with tracking of who has already paid.
✓Support and tickets
Questions become tickets with a deadline and an owner, so no client request goes unanswered.
The whole portfolio under control
Prospecting, tax routine, documents and fees live together. The firm sees the full portfolio, what each client brings in and what is still to be billed, on one dashboard.
Without paying per seat
Add the whole firm at no per-user cost. Sellio is free while infrastructure usage always stays below US$20 a month; once you go over, you pay the month's consumption.
Free for what serves everyone: keep infrastructure usage always below US$20 a month and you pay nothing; once you go over, you pay the month’s consumption. Never per seat in the usage model.
All included: CRM, marketing, support, projects, AI and no-code in one system, with no stacked subscriptions.
Real no-code: build objects, fields, automations and screens your way, without depending on IT.
10 languages (from Portuguese and English to Chinese, Japanese and Hindi) and ready to operate in any country.
Real estate
From the first contact to the signed contract, without losing a single lead.
Construction
From the estimate to the delivered project, with costs and commissions under control.
Architecture and engineering
From the fee proposal to the final deliverable, with every phase and every hour under control.