Deliver great client relationships
Keep In Touch Strategies
- Track last and next touch points
- Receive alerts to your email or dashboard in CRM
- Define appropriate rules depending on record type
- Design Platinum/Gold/Silver grading systems based on your chosen criteria
- Automatically build marketing lists based on grading
360 Degree Client View
Where can you go today to view everything on a client, prospect or referrer? Practice Management? Not really. Its missing prospects and referrers, doesn’t contain marketing communications, new business opportunities or NPS survey results to name but a few.
Whereas FibreCRM provides visibility of every single touch with a client, prospect or referrer.
No need for external surveys. FibreCRM has its own built-in survey solution enabling you to send surveys and see results with ease.
- Net Promoter Score (NPS) surveys
- Send surveys automatically (e.g. on job completion)
- Send en-mass to a segment of people
- View client feedback history
Whitepaper: The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.