It’s refreshing to work with a company that understands the needs of a large accountancy practice – Richard Fletcher – Group Operations Director
Have you considered using CRM to send Email/SMS reminders to your clients? (more…)
One of the most common observations I find when speaking to Partners of accountancy practices is a general feeling that they are always busy and that time is their enemy. Much of the time, they are in a rush to meet some deadline to get things done. And eventually, when they do have time to draw air, they are then confronted with the next wave of tasks and deadlines. This never-ending cycle seems to continually grow with new legislation and rules to keep partners on their toes. However, somehow, work gets completed and usually things just get done. But does everything get done? (more…)
Recently, I was talking to Bob Harper (LinkedIn Profile) a business mentor and creator of GoalDriver and he summarised quite nicely the essence of what CRM is for the accountancy practice. For me it was one of those moments when […]
Business Card Reader for Fibre CRM is the easiest, quickest and safest solution to convey your business cards info to Fibre CRM.
Snap a photo of the business card and Business Card Reader for Fibre CRM instantly exports all card data directly into your CRM system. You’ll have a chance to review if all information from the card has been recognised correctly before saving. Moreover, you can find out more information about your potential client, partner, or colleague with the help of this app.