The CRM builder made for accountants and bookkeepers

Every client's deadlines, outstanding documents, and engagement status — tracked so nothing gets filed late.

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What most accounting & bookkeeping businesses are stuck with

Client deadlines get missed

Filing dates and deadlines living across separate calendars and sticky notes is how a late submission happens.

Chasing documents eats your week

Knowing exactly what you're still waiting on from which client shouldn't mean scrolling back through email threads.

Engagement scope quietly creeps

Extra work agreed on a phone call is easy to forget to bill for without a record of what was actually agreed.

A CRM shaped like your business, not a sales textbook

This is what ValensCRM's custom CRM builder looks like in practice — every object below is one you drag, drop, and rename yourself, or describe your business to the AI builder and get this exact structure generated in under a minute.

👤Clients

NameCompanyEmailPhone

📋Engagements

StatusTypeClientDeadline

📄Documents Requested

ClientItemStatusRequested Date

⏰Deadlines

ClientTypeDue DateStatus

A pipeline that matches how the work actually moves

Enquiry

New client

Onboarded

Engagement signed

In Progress

Work underway

Review

Checking figures

Filed

Submitted

Automations that quietly do the follow-up for you

When

A deadline is 14 days away

Then

Create a reminder task and notify the assigned team member

When

An engagement's status changes to Filed

Then

Create a task to send the invoice

A custom CRM builder for other trades too

💻 IT Support CRM 🩺 Physiotherapist CRM 📷 Photographer CRM 🛋️ Interior Designer CRM

Browse every industry

Build your accounting & bookkeeping CRM in the next 10 minutes

Free to start, no card required. 14-day free trial on every paid plan.

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