Is Your CRM Built for Accounting Companies? |

Section 1 of 4 0%

🛠️

CRM Coverage & Extra Tools

Does your CRM actually cover your full accounting workflow?

1 Choose one

Which CRM do you use?

2 Choose one

How much of your daily Operations Fit inside your CRM?

Think about client tracking, document Email reminders, billing, approvals, renewals

3 Choose multiple

Which extra tools do you still use alongside your CRM?

Choose all that apply

4 Choose one

Is your CRM built specifically for accounting companies?

Or is it a general tool used by all industries?

5 Choose one

Does your CRM come with ready to Implement State !

e.g. trade licence tracking, visa reminders, audit cycles, client document deadlines

🗄️

Document Storage & Access

Where are your client documents — and who can access them?

1 Choose one

Where are client documents stored ?

Financial reports, trade licences, visas, MOA, audit files

2 Choose one

Can clients upload their documents directly to your system?

Risper CRM gives every client their own secure login portal to upload files directly

3 Choose one

Can you control who sees which client's documents?

Only the assigned staff should access a client's financial files

4 Choose one

How do staff currently share sensitive client files internally?

WhatsApp sharing of financial documents is a serious NDA and compliance risk

⚡

Customisation Experience

How easy is it to get your CRM built the way you actually work?

1 Choose one

When you asked your CRM for a customisation, what happened?

2 Choose one

How long did you spend explaining your Operation style to the CRM team?

Risper CRM already knows accounting operations — no explanation needed

3 Choose one

Did your CRM provider visit your office to understand how you work?

Risper CRM comes to you — we observe, we understand, we build it your way

4 Choose one

Does their CRM Updates are useful for Your Daiily Works?

Risper CRM releases updates built only for accounting and business setup companies

💰

Cost & Growth

What you pay now — and what happens as your client base grows

1 Choose one

How much do you pay per month for your CRM?

Zoho: Ð 50–190/user · Odoo: Ð 90/user · Monday: Ð 60–100/user

2 Choose one

When you hire new staff, what happens to your CRM cost?

Risper CRM = unlimited users, no extra charge ever

3 Choose one

As you get more clients, do you need to hire more staff to manage them?

Risper CRM automates reminders, tasks and document collection — reducing the need to add staff just to keep up

4 Choose one

Can your CRM run on your own server — so data stays with your CONTROL forever?

Risper CRM self-hosted = your server, your data, no dependency on any vendor

5 Choose one

How are you billed?

Recurring fees increase every year — Risper CRM is one-time, no renewals

Your ROI Report

Trusted by Leading Accounting & Business Setup Companies

📊 Section-by-Section Breakdown

🎉

Full Report Sent!