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Practice CRM

Everything a growing firm needs
£ 38.50* Per user / month (billed yearly)
  • FibreCRM Core System
  • Onboarding Workflows - Proposal Generation & Letters of Engagement
  • Practice Management Integration - CCH or IRIS
  • AML Integration - Smartsearch or Creditsafe
  • Financials Integration - Xero or Quickbooks
  • Marketing Automation Integration - Campaign Monitor / Mailchimp etc.
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*Based on a typical 100 User Installation.
Additional Users priced separately. 20% surcharge if billed monthly

Enterprise CRM

Bespoke solutions for large firms
Call or book a discovery session
  • FibreCRM 'Practice'
  • PLUS
  • Multiple Practice Management Integrations
  • Enhanced Security Groups & Role Management
  • Developer Studio
  • AI Powered Workflow Automations
Book a discovery
*Based on a typical 100 User Installation.
Additional Users priced separately. 20% surcharge if billed monthly

Core Features

  • CRM with Lead, Opportunity & Activity Management
  • KYC with Risk Assessment, Document Capture & Sign Off
  • Open API
  • Single Sign-on
  • Workflow Designer
  • Reporting Engine
  • Dashboard Builder
  • AWS Cloud Hosting

Practice

Enterprise

Onboarding Workflows

  • Proposal Generation with e-Sign
  • Client Dara Capture Portal
  • Auto-scoring Risk Assessments

Practice

Enterprise

Practice Management Sync

  • CCH Central
  • IRIS IAS Desktop
  • IRIS Practice Engine
  • IRIS Star

Practice

Enterprise

AML Integrations

  • Credit Safe
  • SmartSearch

Practice

Enterprise

Financial Integrations

  • Quickbooks
  • Xero

Practice

Enterprise

Marketing Integrations

  • Campaign Monitor
  • Mailchimp
  • HubSpot
  • WordPress
  • Vuture

Practice

Enterprise

AI Enhanced Automations

  • AI Data Enrichment
  • Email Archiving
  • Meeting Transcript Archiving

Practice

Enterprise

Find out more about how AI credits work

Additional Features

  • Developer Studio
  • Enhanced Security Suite
  • Custom Role-based Layouts
  • Multiple Practice Management Syncs
  • AI Insights
  • Companies House Live Sync

Practice

  • Available On Request
  • Available On Request
  • Available On Request
  • Available On Request
  • Available On Request
  • See Pricing

Enterprise

Companies House Live Sync Pricing

Terms and Conditions

1. Software prices displayed are monthly and payable annually in advance. 12 month minimum contract. A 20% surcharge is added for monthly payments.

2. Software is hosted in a secure, dedicated, Amazon web service in a regional data centre near you.

3. The standard package is shipped with a pre-configured complete onboarding system.  The following elements can be customised by the customer or via FibreCRM’s professional Services department:

 

  • custom workflow triggers
  • approval flows
  • email and PDF templates
  • custom reports
  • custom KYC and risk assessment forms
  • client portal for information requests