The Need for Integrated CRM: Part 8 – Visibility for Management
Integrated CRM encourages collaboration by bringing people from different departments and offices together. It also
The Need for Integrated CRM: Part 7 – Seamless Financial Function
A firm’s finance team may want to know details on clients and forecasted new business
The Need for Integrated CRM: Part 6 – Enhancing Proactive Operations
It is accepted that it is six to seven times more expensive to win a
The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients
CRM is the natural place for onboarding clients because it is the one place that
The Need for Integrated CRM: Part 4 – Improved Business Development
Integrated CRM supports business development activities so that more revenue is achieved. Two common drivers
The Need for Integrated CRM: Part 3 – More Proactive Marketing
With Integrated CRM, email marketing applications can be connected directly to the core database, without
The Need for Integrated CRM: Part 2 – Boosting Personal Productivity
By integrating offline systems (accounts production, tax compliance and practice management software) into an online
The Need for Integrated CRM: Part 1 – Connect Teams with One View of the Truth
CRM software without integrations to other lines of business applications is just another data silo,
Client Onboarding: First Impressions Count!
Is your client onboarding experience slow and inconsistent? First impressions count! You don’t get a
Digitally Transform Wolters Kluwer CCH Data
FibreCRM digitally transforms Wolters Kluwer CCH data by making the seemingly impossible, possible. Ask an
By No Means Take Client Satisfaction Surveys For Granted!
Many progressive professional accounting and CPA firms are seeing huge value from introducing NPS (Net
Connect any App to CRM
At FibreCRM, we’re data agnostic. We love working with an ever-increasing array of diverse apps.
STAR Practice Management and FibreCRM Integration: The Game Changing Strategy for CPA Firms
Rob Brown host of The Accounting Influencers Podcast recently chatted to Ian P Thompson of STAR Practice Management,
FibreCRM Opens its First Office in the USA
FibreCRM Opens its First Office in the USA 2020 saw the expansion of FibreCRM into the US Market
Generate 60k in 60 days through Email Marketing
I thought I’d share with everyone an educational video we give to customers. It shows
Streamline Client Onboarding in an Accountancy Firm
At FibreCRM we’re passionate about streamlining the client take-on process. There is a lot to
South West Tech 50 Award!!
Looks like FibreCRM is up for another award! This time we’ve been nominated for the
ROI – Return on Investment from CRM
An example Return on Investment from an accountancy-specific CRM solution.
Don’t mothball your marketing effort
Don’t sit back and let your competitors thrive in these market conditions…
During Uncertain Times it’s Your Accountant that will see You Through
Accountants are the health workers for business. NHS Workers may save lives but it is the accountant that saves livelihoods.
This blog explains how accountants manage advisory work effectively.
Supporting your practice: The FibreCRM Advisory Module
To our valued accountancy customers: We want to do our bit to support accountants that are working
Seven Key Factors for Successful CRM Implementation
Even for a progressive practice, implementing a CRM is not a simple job. It’s not
Guest Podcast – Accounting Influencers with Rob Brown
At the end of 2019, FibreCRM CEO Simon Leek was interviewed by Rob Brown on
The Essential Reports for Proactive Practice Growth
It’s a new decade. The Christmas break is a distant memory. 2020 means one thing for ambitious accountancy
IRIS & FibreCRM: The Perfect Partnership for Your Modern Practice
Integration is a common place issue for many accountants who come to us seeking a
How CRM can boost your firm’s professionalism
Five ways CRM can drive your practice to success – in the most important metric
The Authentic Accountant
Attend the webinar and discover the five shifts to create stronger relationships with your clients. A free webinar for progressive accountants who are keen to explore new ways of thinking.
FibreCRM Takes The Client Experience To A Whole New Level By Launching An Onboarding Pack For Accountants
FibreCRM is urging accountants to use CRM to onboard new clients into their practice. Simon
How to welcome clients to your practice with one system
Client onboarding for accountants is the process of taking on a new client into your
Top 100 Accountants – Digital Marketing Performance
Size has always been a thing in the accounting profession, going back to the Big
FibreCRM to launch FibreCRM Version2
FibreCRM is delighted to announce some exciting news as we lead into Christmas and 2019
Are your clients getting the message?… 11 reasons to use Targeted Lists
Great quality lists are an essential element in effective communication and is one of the
First CRM for Accountants to be awarded Cyber Essentials
FibreCRM who provide integrated CRM for Accountants has received the UK government’s ‘cyber essentials’ accreditation.
Cyber Essentials – The Right Thing To Do
One of our Core Value at FibreCRM is to do the right thing. This means
The Biggest Mistake Accountants Make When Buying CRM
CRM is a relatively new category of software for accountants to adopt, and over the
What is the Fully Integrated Practice?
What is the Fully Integrated Practice? There are lots of words to explain integration including
FibreCRM GDPR & Lawful Basis Module – Launch Event
This new GDPR module is designed as an essential tool to assist your Accountancy Practice
Free up time with automated working practices
A common theme we see at FibreCRM (when speaking to partners of practices of all
Rennie Welch Case Study
Rennie Welch LLP, is a leading accountant and business advisor, servicing businesses across the Scottish
Another tax year passes… But how much time do you spend chasing clients for their checklist?
Have you considered using CRM to send Email/SMS reminders to your clients?
Whitepaper
The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.
