CRM Software for Bookkeepers
You keep their books clean. Who keeps your pipeline full?
TraxionLab is the client management platform built for bookkeepers who are too busy doing the work to chase new clients. Automate your intake, follow up on every proposal, and turn past clients into a steady referral source.
6 things ready before you log in
Dedicated scheduling pages for each service. Clients book the right consultation from the start.
Pre-written follow-up sequences for each service line, plus credit score education sequences for clients who need it.
A main Bookkeeper landing page and a promotional offer page, ready for your branding.
A marketing form that captures prospect details before you schedule the first call.
Pre-configured pipeline stages to track every prospect from inquiry to signed engagement.
Pre-built workflows for lead nurture, appointment reminders, no-show follow-up, review requests, long-term nurture, and stale lead re-engagement.
The Cost of Doing Nothing
A lost bookkeeping client costs $2,400+ per year in recurring revenue. Most leave not because of quality, but because another bookkeeper responded faster to their initial inquiry.
Average job/lead value: $2,400
What Bookkeeper Owners Actually Deal With
New client inquiries sit in your inbox while you are reconciling accounts
A small business owner finds you on Google and sends an email asking about monthly bookkeeping. You are deep in a client's QuickBooks file and do not see it until two days later. By then, they hired someone who responded the same afternoon.
Proposals go out and disappear
You spend 30 minutes putting together a proposal for a new client. You email it over. A week goes by with no response. You meant to follow up but forgot. The prospect assumed your silence meant you were not interested. They signed with someone else.
Your best clients never send you referrals because you never ask
You have clients who have been with you for five years and would recommend you to anyone. But you have never set up a system to ask. Referrals happen randomly instead of reliably.
Tools Built for Bookkeeper Companies
Solves pain point #1
Instant Response to New Inquiries
When a prospect contacts you, TraxionLab responds immediately with an acknowledgment and a link to book a consultation. You capture the lead even when you are in the middle of a reconciliation.
Solves pain point #2
Proposal Follow-Up Sequences
After sending a proposal, an automated sequence follows up at day 2, day 5, and day 10. Friendly, professional check-ins that close more proposals without you remembering to send them.
Solves pain point #3
Referral Request Campaigns
After completing each month-end close or quarterly review, an automated message thanks the client and asks if they know anyone who could use bookkeeping help. Systematic referrals, not random ones.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month