3x
Increased productivity in the accounting sector
Kanban CRM for Accounting eliminates repetitive manual tasks and allows your team to focus on managing accounting demands efficiently.
Kanban CRM for Accounting: From Acceptance to First Delivered Closing
The sale doesn't end at acceptance: it ends at the first delivered closing.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Contabilidade
The Kanban CRM for Accounting from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of accounting firms. With a solution developed for the accounting sector, your team automates communication with clients about documents and focuses on what really matters: managing accounting demands.
Accounting firms face unique challenges in communication and client relationships. The complete service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of accounting firms across Brazil.
Results
Benefícios do CRM Kanban para Contabilidade
What changes in the office when acquisition and onboarding become two measured funnels.
80%
Reduced response time
Serve accounting firms instantly at any time, leaving no message unanswered.
24/7
Total availability for accounting firms
Clients in the accounting sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve questions and demands from accounting firms quickly, enhancing the customer experience.
Features
Funcionalidades do CRM Kanban para Contabilidade
Recursos projetados para transformar o atendimento no segmento de contabilidade.
Drag-and-drop visual pipeline
Move negotiations between stages of the funnel with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Cards enriched with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with customized stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Contabilidade
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Segments
Para quem é o CRM Kanban para Contabilidade
The accounting office formats that earn the most with a kanban funnel.
escritórios de contabilidade de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in communication with clients about documents leads to missed opportunities and daily rework.
escritórios de contabilidade em crescimento
Equipes de 10-50 pessoas
Increasing demand volume exceeds the team's capacity to manage accounting demands with quality.
escritórios de contabilidade com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Contabilidade
What's included in the plan for accounting firms.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
Accepted the proposal. And it got stuck during onboarding.
The sale of an accounting firm doesn't end at acceptance: it ends at the first delivered closing. The gap between the two is filled with documents and is where the new client has second thoughts.
In practice
How the acceptance turns into an active client
Two funnels, not one: the acquisition funnel ends with acceptance; the onboarding funnel starts there and ends with the first delivered closing.
The interested party becomes a card.
Regime, size, and origin are entered as fields, and the estimated fee adds up in the funnel.
The proposal is valid
Price, scope, and response time are recorded in the deal, with a follow-up task.
Onboarding is a separate funnel
Power of attorney, termination, certificate, and migration become steps with an assigned person and date.
The first closure ends
Deliver the first month, the card leaves onboarding, and the client enters the portfolio.
FAQ
Before structuring your acquisition.
The most common questions about multiple funnels, onboarding stages, and recurring revenue.
How does the Kanban CRM for Accounting work in practice?
The Kanban CRM for Accounting from Nexloo was specifically developed to meet the needs of the accounting sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for accounting firms. In practice, accounting firms can set up the tool in minutes, connecting their service channels and customizing flows for communication with clients about documents. The system learns from interactions and becomes more efficient over time, allowing your team to focus on managing accounting demands instead of repetitive operational tasks.
Does the Kanban CRM for Accounting have a free plan for accounting firms?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Accounting for accounting firms. Professionals in the accounting sector can set up the system, connect preferred channels, and test with real communication demands with clients about documents without financial commitment. No payment information is required to get started. After trying it out, flexible plans cater to everything from individual firms to networks with multiple units, scaling as needed. Our team supports accounting firms throughout the evaluation, ensuring full utilization of the resources available for the sector.
How do I connect the Kanban CRM for Accounting to the systems I already use?
Connecting the Kanban CRM for Accounting with tools used by accounting firms is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the accounting sector, as well as a RESTful API for specific integrations. Accounting management, scheduling, financial, and marketing software can be integrated directly. For accounting firms with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Kanban CRM for Accounting?
The initial setup of the Kanban CRM for Accounting for accounting firms takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the accounting sector. Advanced features like complex automations and integrations with specific accounting firm systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the accounting sector that significantly speed up the initial setup and reduce the learning curve.
Is the Kanban CRM for Accounting safe for client data in the accounting sector?
Absolutely. The Kanban CRM for Accounting meets specific security requirements for accounting firms, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the accounting sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by accounting firms.
What is the difference between the Kanban CRM for Accounting and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Accounting was built for messaging in the accounting sector, with a visual pipeline where accounting firms organize negotiations by dragging cards. Direct integration with WhatsApp and channels used in the accounting sector eliminates manual typing, and each card already includes conversation history about communication with clients regarding documents with follow-up automations to manage accounting demands.
How long until I see results using the Kanban CRM for Accounting?
Initial results with the Kanban CRM for Accounting are visible within the first 48 hours, especially in response speed and organization of service for accounting firms. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the accounting sector typically solidifies between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your new client locks before entering
A short conversation to map how many clients accept the proposal and stop in the middle of onboarding.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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