How to use as a CRM to track your CPA firm’s business

Julie Thoreen Lucid Day



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CRM software is THE most effective way to track your leads and current clients. Knowing this information is vital because it allows your team to eventually convert leads into actual clients — which is the name of the game. It’s also helpful in remarketing to existing clients who may need a little TLC. The problem? Many CRM trackers are unwieldy and expensive — plus, are you actually going to use another software subscription? Probably not.

Luckily, you already have a great CRM at your disposal: It’s true, while it’s most famous for its project management features, has a robust CRM piece that makes it extremely valuable for you and your sales team. Let’s break down how you can utilize as a CRM to track your CPA firm’s leads and clients — both for new business and remarketing.

Check out our guide to using as a CRM for CPAs

This information was so important, that we set up a separate landing page so you can deep dive into this process. Go ahead, check it out! For those of you who just need a quick refresher — here goes.

Setting up your Deal Information card

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Your deal information card can have multiple widgets to help manage your CRM needs.

First off, do you see the deal information card? If not, don’t panic. You’re going to have to add it to your board.

What to do if your board doesn’t already have a deal information card

  1. Click on the desired item in your board
  2. Look in the top right corner, click + ADD VIEW
  3. Add item card

Now your deal information should have a couple of widgets for you to use best. We’ll add those together here. For our purposes, we use CONTACT INFORMATION and PIPELINE STATUS. Later, we’ll show you a bonus widget, but let’s start here. Both are important for CRM tracking — you’ll see why in a second. Let’s start with contact information.

Contact Information

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Basically, this widget pulls all the information from your board but does it in a way that’s MUCH easier to read. You’ll avoid something we like to call “death by horizontal scrolling,” which is just a dramatic way of saying that you won’t have to scroll on an item forever to find the info you need. Instead, you’ll have all the information you need about your client in one place. is great because you can customize the information to only what you want (or need) to see. Here’s how.

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How to choose what items are shown on the contact information widget

  1. Go to (more options)
  2. Choose settings from the drop-down menu
  3. On the right hand side, choose which columns you’d like displayed on the contact info widget


Now we’re going to have to track our sales. We want to know where our clients are at within the pipeline. To do that, let’s add Pipeline status to our Deal Information page now.

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How to add the pipeline status to your Deal Information 

  1. Click “Add widget” You’ll find it in the upper lefthand corner of the Deal Information page
  2. Change the title to PIPELINE STATUS
  3. Choose the columns you want to show. For us that meant
    1. Sales lead
    2. Priority
    3. Contacted
    4. Engagement letter
    5. Deal age
    6. Deal value
    7. Services

While your columns may differ, it’s important to note that these are all CRM-related information. Choose what works best for your organization.

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Widgets can be moved, re-organized, or dropped with just a simple click and drag!

Bonus widget: Emails and activities

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We’ve talked before about how you can use monday to email, but did you know there’s a handy way to check and send these emails right from the Deal Information page? It’s true. You can add that widget the same way we did the earlier ones above, but we find that you’ll have a robust CRM set up for anyone who needs it with those three widgets together (Contact information, pipeline status, and email). 

Stop scrolling through, with only a hope and a prayer that you’ll find what you need. You don’t have to!’s built-in CRM widgets will have you organized, on top of things, and ready to go. Nice! That’s using the way it was meant to be used!


Have more questions?
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Lucid Day grew out of a passion for making work operations spark - for the individual, the team, and the business as a whole. We drive change in our customer’s business by focusing on what will drive effective teamwork. We establish intuitive, simple, and robust workflows in within an effective structure to drive. And we believe can provide that unleashing energy.

As small and mid-sized business owners and loyalists, we’ve experienced first-hand the power of to revolutionize the way we do business and want other SMBs to experience it too. No matter the size of your organization or your budget, we will find a way to help you get all you can out of