FibreCRM

FibreCRM

Cornwall-built CRM and client onboarding software for accountancy firms, with KYC and AML risk assessments, priced from £60 per user a month.

Founded2007, Cornwall, as South West ICT Limited, renamed FibreCRM Limited in 2014; main office at Pool Innovation Centre, Redruth, with a US office in Chicago
FoundersSimon Leek (founder and CEO)
OwnershipPrivate and independent; Simon Leek holds more than 50% of the shares; equity investors include the Bayes Entrepreneurship Fund, the Cornwall & Isles of Scilly Investment Fund, Chelverton Asset Management and Macaulay; a 2022 round took recent investment to £1m
CustomersAccountancy firms including TC Group (an Accountancy Age Top 20 firm with more than 1,500 people in 60 offices), Gerald Edelman, Harold Sharp and Dolan Accountancy
What it doesCRM for accountancy firms: leads, opportunities, campaigns and referrers; onboarding workflows with proposals and engagement letters for e-signature; a client data capture portal; KYC forms, auto-scored risk assessments and partner sign-off; reporting, dashboards and AI automations
Recent movesLaunched Braid, an AI client risk assessment tool that produces a 13-section report in about 90 seconds, with a 14-day free trial (September 2026); group-wide CRM and onboarding rollout at TC Group in under six months (announced January 2026); engagement letter partnership with Mercia (December 2023)
PricingPractice CRM £60 per user a month, billed yearly, based on a typical 100-user installation; 20% surcharge for monthly billing; 12-month minimum contract; Enterprise plan priced on request; US package US$550 a month with five users, extra users US$20 each
MarketsAccountancy and CPA firms in the UK and US; cloud software hosted on Amazon Web Services in a regional data centre, with US hosting for US customers; UK and US phone lines
PeersAccountancyManager, Pixie, Karbon, TaxDome, Ignition

Why it matters

FibreCRM has sold CRM and client onboarding software to accountancy firms since 2007, is still run by founder Simon Leek, and lists prices from £60 per user a month. Its Braid tool, launched in September 2026, produces client risk assessments in about 90 seconds, against 20 to 30 minutes for a manual review.

Updated October 2026.

Part of Accountio’s accounting technology coverage.

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