A CRM designed for Accountants

Unique Features

  • FibreCRM is the only CRM that has two-way synchronisation with Iris.  No other CRM is able to offer two-way synchronisation.
  • Pricing of FibreCRM includes the integration with Iris or with CCH core*
  • FibreCRM is designed and built for accountants which means benefits from day one because its already an 80% fit

Many accountants find general CRM systems are not the best fit for Accountancy Practices.  Mainstream CRMs focus on sales force automation which is great if you run a large sales team.  At FibreCRM we focus on “real” client engagement strategies which means that much of the data in CRM has to come from your practice management system, time & fees and referrer sources.  Without a connected CRM system, an accountant cannot engage appropriately and in a timely manner.

  • accountants_crm_email_marketingEmail Marketing
  • Newsletters
  • Event Management
  • Leads Management
  • Referrer Management
  • List Manager
  • Automatic Data Segmentation

  • accountants_crm_upsellSales Opportunity Tracking
  • Meetings/Calls Management
  • Mobile App
  • Upsell/Cross-Sell Services
  • Referrer Management

  • accountants_crm_onboardingMandatory Fields Check
  • AML
  • ID3Global Link
  • Create Client in Practice Management
  • Workflow Designer
  • Email/SMS Alerts
  • Task Manager

  • accountants_crm_workflowKeep in Touch Strategies
  • Syncs with Practice Management
  • Organisations  with many People
  • People with many Organisations
  • Show WIP & Fees
  • Recoverability Reports
  • Upsell/Cross-Sell Reports
  • Client Grading
  • NPS Survey Automation

  • accountants_crm_complianceGDPR – Data Minimisation
  • GDPR – Right to Erasure Processes
  • GDPR – Legitimate Interest Assessment Form
  • GDPR – Consent Management
  • AML Process
  • ID3Global Link

Finance

Office Productivity

  • Microsoft Outlook
  • SMS
  • Mobile

Email Marketing Platforms

  • MailChimp
  • Campaign Monitor

 

Product of the Month

FibreCRM’s Quick2Xero connects CRM to Xero to synchronise invoices and debtor information.  When used in conjunction with Iris Time & Fees, this solution gives accountants an elegant way to raise invoices in Iris and keep track of payments in Xero.  More details can be found here

  • Password Management
  • SSL Encryption
  • Role-based views & edit rights
  • Role-based module security
  • Data Importer/Exporter