New enquiries, answered
Website and email enquiries get a reply in seconds and a proposal pipeline that follows up for you.
Industries / Accountants
A CRM for practices that run on deadlines.
Win new clients faster, chase records automatically and see every relationship in one place, alongside the accounting software you already use.
Setup, data migration and training included on every plan.
Less chasing, more advising.
Kesslan takes the admin out of winning and keeping clients.
Chase records automatically
Request bank statements, receipts and forms, and chase until they arrive.
Deadlines in view
Year ends, VAT quarters and self-assessment dates tracked per client, with reminders.
Grow recurring fees
See each client's services and spot who would benefit from more.
Every conversation together
Emails, calls and messages saved to the client, so anyone in the practice can pick up.
Connects to your ledger
Kesslan works alongside Xero, QuickBooks and Sage, so client details stay in sync.
Questions, answered
Does Kesslan do bookkeeping?
No. Kesslan is a CRM for clients and communication. It connects to Xero, QuickBooks and Sage for the accounts.
Can it chase clients for documents?
Yes. Automatic chasers by email, SMS or WhatsApp keep going until the documents arrive.
Can we track deadlines?
Yes. Key dates are recorded per client with reminders for your team and the client.
Keep exploring
AutomationsAutomate the follow-ups, reminders and hand-offs that eat your team's day. Kesslan's automations are set up for you and stop the moment a client replies.Integrations82 tools Kesslan connects with, from Gmail to Xero.Shared inboxBring email, WhatsApp, Instagram, Facebook and website enquiries into one shared inbox. Assign, reply and track every conversation against the right contact.SheffieldKesslan is a UK CRM for firms in Sheffield and South Yorkshire. A shared inbox, pipeline and AI assistant, set up, migrated and trained for you, with data stored in the UK.
Try Kesslan free for 14 days.
Answer a few questions and Kess sets up a workspace shaped to your firm in under a minute. Nothing is charged for 14 days.