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Ideal for
Solo bookkeepers, Accounting practices, Tax consultants, SME-focused auditors, Independent financial service providers.
Core Use Case
Drip AI CRM helps financial professionals centralize client onboarding, automate appointment reminders, manage compliance documents, and offer seamless payment options - from once-off invoices to monthly retainers.
Client & Lead Management
AI-Powered Lead Inbox
Smart Follow-up Automation
Centralized Contact Database
Customizable Client Pipelines
Lead Scoring & Tagging
Billing & Retainer Automation
Native PayFast Integration
Once-Off & Recurring Payment Links
Estimates, Proposals & eSignatures
Payment Status Tracking
Monthly Retainer Setup in Minutes
⭐️⭐️⭐️⭐️⭐️
“We used to juggle spreadsheets, emails, and separate invoicing tools. With Drip AI CRM, we finally have everything under one roof. The PayFast integration alone saves us hours every month, and clients love how easy it is to sign proposals and pay online. It’s been a total game changer for our practice.”
- Michele M., Founder, TM Bookkeeping Solutions (Cape Town)
