A collection of business news and technical articles, ideas, tips & advice relating to CRM strategies, applications and general observations.

FibreCRM Mobile App

FibreCRM Mobile App

Get things done!… Even when you’re on the go!!   Get full access to all your data via your mobile phone or tablet, whether it be iOS or Android. View account details, calendars, book meetings, create tasks, add new contacts or activate workflows directly from your mobile device. The mobile App also has an offline mode, so even if you have no internet access you can still access information, then synchronise when reconnected.   Your CRM in the palm of your hand  
  • 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
No more fumbling around with notepads and memoirs, use IRIS CRM Mobile App to look up or add information during a client visit, access data whenever and wherever you are. Information literally at your fingertips. FibreCRM Mobile Access… Get Connected!  New video Up now 

Automate the 80% – Save Time and Money

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.

Data Capture on Your IPad using “Enlist”

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.

Download Enlist Now – It’s Free

* – 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.

IRIS Software Group Signs as a Reseller

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.

Campaign Monitor & Sugar CRM Integration Released

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.


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