Hi Greg - most decent CRM systems will allow for client management and calendaring.
I would step back though before advising they proceed with CRM. My first question would be how big is the firm and the second would be what kind of budget do they have?
Moving beyond that, I would specifically ask them what their goals are for CRM? Do they want to be more responsive to current customers? Market better to find new customers? Improve their sales process or their follow ups to prospects and customers?
What are their "big goals" with CRM?
If they only want great scheduling, I would look at scheduling tools, not CRM. If they want to do more comprehensive "improve responsiveness" or other big picture goals, then it might be worthwhile to investigate CRM solutions.
In general, CRM can have a very powerful impact for CPA firms. My experience is that it only works if they have properly defined goals and have marked someone to lead the initiative internally. Otherwise, it becomes a very expensive rolodex with calendaring.
I hope that helps. I'm always happy to advise further if you want to have a call. My email is pwolf@azamba.com
------------------------------
Peter Wolf
Azamba Consulting Group
------------------------------