CRM + Practice Management for Accountants

CMap gives you all the tools you need to build a high-performance Accounting firm

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CMap Dashboards give you a real-time, personalised view of everything you need to know.

OUR MISSION

To help you win more work,

deliver it more profitably

and make well-informed decisions

Win More Work

CMap provides a wealth of functionality to help you win more work to grow your business

CRM

Manage key information about your clients and drive growth through effective lead and pipeline management

Marketing

Generate more leads with CMap's in-built email marketing and webforms functionality

Job Costing

Create accurate budgets and costings for the different types of jobs you do

Proposals

Generate auto-populating proposals, engagement letters etc. with CMap's Documents module

Keep track of your client information and grow your business with CMap CRM
Send beautifully designed emails to you contacts from CMap
Build accurate project budgets in seconds with CMap's job costing tool
Create documents automatically based on your own templates
BDO is a CMap client

CMap enables us to understand our exposure to a client with ease. We can see how profitable our services are at a glance, allowing us to adjust where necessary and address issues whilst they're happening, before it's too late.

Phil Ruelle, Chief Digital Officer, BDO Jersey

Deliver More Profitably

Winning the work is just the start... now you need to deliver the work profitably

Workflow Automation

No more relying on spreadsheets to track when jobs need to start and where they're up to. CMap Workflow takes care of it all.

Timesheets & Expenses

Make it easy for your people to stay on top of their timesheets and expenses with CMap's user-friendly tools.

WIP & Billing

CMap's timesheets flow directly to WIP, from where you can choose what to bill and what to right off. You can also connect CMap's billing to your accounting system to make life easier.

Budget vs. Actuals

How are your projects performing against budget? CMap's live Budget vs. Actual reporting will tell you.

CMap Timesheets are easy, intuitive and quick.
Manage WIP and billing quickly and easily with CMap
Monitor budget vs. actuals performance in real-time with CMap's live Budget vs. Actuals report

It's vital that we deliver the best service to our clients, and CMap helps us do that. We're able to manage what we're doing - and how well we're doing it - without having to resort to using lots of spreadsheets.

Andy Baggott, Managing Partner, Clarke Nicklin

Make Well-Informed Decisions

CMap empowers you to make data-driven decisions to avoid roadblocks and drive your company in the direction you want to go

Dashboards & Alerts

Stay informed and on top of your world with CMap's personalised dashboards and alerts.

Reporting & Forecasting

Analyse your business from every angle and predict the future with our powerful built-in reports and forecasts.

Portfolios

Want to analyse your business performance by Partner, Service Line, Sector, Region etc? Now you can with CMap Portfolios.

Custom Report Builder

Want complete control to slice and dice your data and visualise it in any way you choose? That's where Report Builder comes in.

The CMap CRM dashboard helps you keep track of your pipeline and clients
Monitor the performance of your portfolios in CMap

Book a Demo

To see exactly how CMap can help you to drive your company in the right direction, book a demo with an expert

Book a Demo