MARKETPLACE
TEMPLATES
ACCOUNTING CRM

Accounting CRM

SaaS Accounting CRM
ADVANCED
PROJECT MANAGEMENT
Published February 2021
   •    Updated March 2025
Screenshot demo of the Accounting CRM template.
1/9

$199

Standard license

Preview

Plans & Plugins

Works best on paid plan
Does not require paid plugins

Popularity

5.0

Star rating

47

Installs

Contributor details

No-Code Venture logo
No-Code Venture
Joined 2017   •   17 Templates
View contributor profile

Template details

11/2/24 100% of this template is converted to the new responsive engine. 🚀🚀🚀
12/12 95% of this template is converted to the new responsive engine. 🚀🚀🚀

29/10 Updated part of the template to the new responsive engine. We'll add another update once this is fully transferred to the new engine 🚀...
Read more

Resources

info@nocodeventure.com

Rating and reviews

Average rating (2)
Very nice app and perfect for accounting company
July 23rd, 2021
I have spent countless hours and $$$ on practice management software such as Karbon, XERO XPM, cch ifirm, Monday.... but having flexibility to design your own practice management app is a whole new level and you cancontinue to customise it to your needs. This template give you a very good starting point and already has most features that you would need, staff time management, job management, client info management, files upload, and to top it off, it has got a really cool "vault" feature where you can store sensitive info. the developer has really thought this out carefully!!
I appreciate your kind words. The reason it has all these features is because I wanted to launch this for a personal project. Due to lack of time decided to publish it as a template. Most of the functionality, if not all runs on the backend so make sure you're on a paid plan to use the template. Re the vault, this was my favorite part. It does use a paid plugin $25 to execute the encryption, which is a puffin built by myself and works effortlessly easy. Enjoy your build. Should you need customization feel free to reach out
July 23rd, 2021
  •  
No-Code Venture
Excellent!
April 2nd, 2021
Very clean App!
Thank you for your positive review! We're glad to hear that you found our app to be clean and user-friendly. Our team works hard to ensure that our app provides a great user experience, and it's always nice to hear that our efforts are appreciated. We hope that you continue to enjoy using our app and that it meets all of your needs. If you have any suggestions or feedback for us, please don't hesitate to let us know. Thank you again for taking the time to leave us a review!
April 4th, 2023
  •  
No-Code Venture

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