- Capture Business Cards to CRM – IOS & Android Scanning Apps
- Offline/Online Mobile Synchronised to CRM
- Easy Access 24/7 to CRM
- Smart Calendar – Schedule Meetings Calls, and Tasks
- Visualise selected contacts location with the Geo location Mapping Search
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 you wished you had thought of it and not someone else! I was explaining to Bob why our accountants use CRM. Some use it for enquiry management, some use it for referral generation. However all use it for helping the practice automate routine tasks such as chasing for books, reminding clients to pay their VAT etc.
So Bob said…
“So CRM automates the 80% so you can humanise the 20%”.
That, in a nutshell, sums it up. A CRM-focussed practice saves time by automating the routine tasks such as automatic email notifications and the time saved can be better spent holding actual meaningful, relationship building, conversations with clients.
As I say, I wish I had thought of that catchphrase but I am very grateful for Bob for his insight and clear thinking.
Enlist is Free
Data Capture on Your IPad using “Enlist”
This neat little app for your ipad lets you create sign-up forms which you can use to enter data into CRM. It works offline too so very handy at exhibitions and shows where there may not be a good Internet connection. It’s quick too!
Create simple forms to capture data. Captured data is added to your *CRM the next time your iPad connects to the Internet.
* – A license of CRM and connector to Campaign Monitor is required. This app is created by Campaign Monitor. To add data to CRM a license of FibreCRM is required.
We are very excited to announce a reseller partnership with Iris Software Group. Iris will resell our CRM solution for accountants and provide professional services to support its customer base. As part of the deal Iris will rebrand the solution as Iris CRM powered by FibreCRM.
Today, FibreCRM is pleased to release an integration between Campaign Monitor and Sugar/SuiteCRM. Campaign Monitor is a powerful, drag-and-drop email marketing Platform. The integration means that marketing people no longer have to waste time exporting and importing data and working with out of date data.