CRM for Ambitious Accountants

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.