CRM software without integrations to other lines of business applications is just another data silo, and it can do more harm than good.

Integrated CRM solves the problems of data silos by:

  • Enabling inefficient and risky data silos to be eliminated
  • Connecting systems, departments and offices

When everything and everyone is connected via an Integrated CRM software, data can be pushed and pulled across the practice. This saves time (e.g. no double entry), reduces risk (e.g. human error) and speeds up workflows and processes (e.g. trigger email to a client from CRM when the job stage in another system is overdue).

Integrated CRM brings together data from the core practice systems, as well as marketing, sales and finance systems to give a single view of the “world”.

For further information please download our Accounting CPA White Paper – The Integrated Practice

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Finalist for software Innovation of the year 2019