CRM for Progressive Accountants
All the benefits of a mainstream CRM but with specific features for accountancy practices
Integrated CRM for ambitious firms
Progressive firms want to improve the client experience and automate repetitive tasks, so human interventions are reduced, and the value of relationships is maximised. Those that are keen to exploit the market opportunity of cloud accounting, artificial intelligence and machine learning, also want to empower proactive marketing and drive managed business development activities.
But there is a key problem holding progressive firms back. Data silos. Inaccessible quantities of data, locked away in different systems.
Data silos make people less efficient and effective in all areas of the practice, making basic processes and activities, time consuming, resource hungry and frustrating.
The solution is to embed an Integrated CRM for accountants at the heart of the practice. Doing this enables firms to eliminate inefficient data silos and connect systems so that data can flow throughout the practice.
Our Clients
Driving technology & growth for leading practices in the UK & USA
News & Blog Posts
Leading U.S. Accounting Firm Adopts Cornish-based CRM Provider FibreCRM
FibreCRM, provider of leading Client Relationship Management software for mid to large accounting and CPA
South West Tech 50 Award!!
Looks like FibreCRM is up for another award! This time we’ve been nominated for the
ROI – Return on Investment from CRM
An example Return on Investment from an accountancy-specific CRM solution.
Don’t mothball your marketing effort
Don’t sit back and let your competitors thrive in these market conditions…
Very exciting news. @hbkcpa is blazing the trail in the USA with our #integrated #CRM #technology to streamline operational processes, create a world-beating client care programme and drive new revenue. #heartofthepractice #accountant #CPA
http://ow.ly/siO950ARuWn
