Unlock the full potential of your tech stack.

Smarter CRMs, Better Integrations

Rare Karma is a specialized consultancy that leads the accounting and legal industries in CRM and Marketing Automation solutions. We blend deep technical expertise with strategic management consulting to help firms reduce friction, improve efficiency, and gain a competitive edge.

What We Do

We help accounting and legal firms streamline operations, improve client relationships, and drive growth through smarter CRM and Marketing Automation solutions

CRM Implementation

We set up and optimize CRMs for accounting and legal firms, ensuring seamless data migration, automation, and efficiency.

Marketing Automation

We streamline marketing with automated workflows, email sequences, and campaign tracking to engage clients and drive growth.

System Integrations

We connect your CRM with essential tools like CCH Axcess, Introhive, Redtail and other custom apps for a seamless workflows.

"Their expertise and support allowed us to meet our critical deadlines."

Rare Karma played a pivotal role in our transition to enhancing and reinventing marketing technology in 2024. Their dedicated team—Mark, Lindsay, and Alicia—were instrumental in retrieving and migrating our data from our old CRM and email marketing systems to HubSpot and beyond. Their expertise and support allowed us to meet our critical deadlines. Rare Karma kept us on track, ensuring a smooth and timely transition. Our firm achieved significant marketing milestones with automation and design this past year, and Rare Karma was essential in making that success possible.

Brian Barry

Director of Marketing Technology, Digital Marketing, and Design | Day pitney llp

🚀 Ready to Elevate Your CRM?

Let’s build a smarter, more efficient system that works for your firm. Whether you need seamless integrations, marketing automation, or expert CRM strategy, Rare Karma is here to help.