Creating a good system that includes integrated accounting and CRM systems can be a very tricky task. Accounting systems are fairly straightforward structures in general. They usually require minimal configuration or customization. CRM on the other hand can get very messy. This is because customer service is one of the areas where most businesses tend to innovate.

Because businesses tend to innovate when focused on customer service an agile system is almost an imperative if you’re shopping for accounting CRM software. Agile systems are systems that allow your team to be involved in the design cycle. They are generally not purchased in a box the way that an inexpensive financials package might be. Agile systems generally require that you spend some time with the developer while you are implementing your CRM solution but the effort is usually more than worth any inconvenience that you might encounter.

When planning any new system you should consider several things about the vendor. Past and current experience is of paramount importance. A proven track record with companies similar to yours should be investigated. When talking with references you should be sure to investigate the potential vendors ability to maintain and enhance systems over long periods of time. CRM systems tend to evolve as business practices mature so a vendor that can grow with you is critical.