CRM for Accountants

Client Relationship Management software to help accountants automate routines, service clients more pro-actively and help grow their practice. FibreCRM is 100% focused on building Smarter Working Practices

Five Essential Elements to help future proof your practice

Practice Automation

Automate repetitive work, free-up time, increase income and delight your clients

Practice Integration

Connect practice software, email and mobile. Eliminate information silos and double entry

Practice Intelligence

Build knowledge with instantly available, up to date, reporting. Drive more profitable interactions

Practice Engagement

Introduce longer term, more profitable, client relationships through more effective engagement

Practice Compliance

CRM secures and centralises personal data and supports GDPR. Eliminate non-compliant data

Core Functions

Workflow

Automate the sending of email reminders to clients and streamline on-boarding steps.  The powerful workflow engine saves staff time and the practice money.

Marketing

Target and segment your data.  Create email marketing campaigns, run events and manage newsletters subscriptions.  Manage opt-ins/opt-outs and interests.

Outlook

CRM connects to Microsoft Outlook.  Archive email to/from Contacts in CRM, sync your calendar & contacts list.  Have visibility of CRM data inside your Outlook.

Reporting

Over 20 standard, editable, reports including a powerful report builder.  Identify missing data & gaps.  Build marketing lists and sales plans.

Practice Dashboards

Help Staff cut-through the noise & focus on whats important using the CRM dashboards.  Create to-do lists, keep in touch reminders or build KPI dashboards.

SMS

Send SMS messages to remind clients of an upcoming meeting or HMRC payment due.  Mass SMS client in a particular segment.  Pick template, click, send.

Sales Tracking

Never let a sales opportunity slip through the cracks.  Manage prospects & referrers in CRM.  Create quotes & proposals and convert them to Invoices.

Operational Email

Quickly & easily select a group of businesses or contacts and send personalised emails.  No more wasting time sending one email at a time.

Mobile

The mobile app sync’s your CRM contacts, meetings, sales opportunities & tasks.  Scan business cards using the scanning app.  Record voice notes & store in CRM.

GDPR Compliance

Manage Subject Access Requests, Anonymise Personal Data, Keep a Breach Register, Implement Compliance Workflows.

Referrer Management

Track referrals in/out.  Quickly identify who has been referred and the total business won/lost.  Keep in touch with primary referrers.

On-Boarding

On-boarding steps help to ensure all data is captured and processed in a timely manner.  Create new clients in Practice Management.

Sample Clients

Your Success is our success

FibreCRM understands CRM within the context of an accountancy practice.  The company exists to help every accountancy practice free up time, enrich relationships and ease onboarding processes.

It is the only CRM company dedicated to the accountancy practice with integrations to most of the leading Practice Management systems including Iris, CCH, Sage, Xero and QuickBooks.

Your FibreCRM solution delivers most of the accountancy type activity right out of the box but with the ability to be enriched and adapted as your CRM needs grow.