News & Blog Posts
Winning new work, with a new client can be a really exciting opportunity for an
When we speak with accountants, one of the many pain points that they are experiencing
We are delighted to announce that John Leach has joined us as Head of Operations
Without the right systems and processes in place, client onboarding can be challenging and time
iChaser for IRIS Practice Management – AUTOMATICALLY MANAGES 1,000’s of CLIENT REMINDERS… SO YOU DON’T HAVE TO!
iCHASER from FibreCRM is set to revolutionise practice management for hundreds of firms by helping
Client onboarding is an essential part of establishing an effective relationship with your client and
Integrated CRM encourages collaboration by bringing people from different departments and offices together. It also
A firm’s finance team may want to know details on clients and forecasted new business
It is accepted that it is six to seven times more expensive to win a
CRM is the natural place for onboarding clients because it is the one place that
Integrated CRM supports business development activities so that more revenue is achieved. Two common drivers
With Integrated CRM, email marketing applications can be connected directly to the core database, without
By integrating offline systems (accounts production, tax compliance and practice management software) into an online
CRM software without integrations to other lines of business applications is just another data silo,
Many progressive professional accounting and CPA firms are seeing huge value from introducing NPS (Net
Rob Brown host of The Accounting Influencers Podcast recently chatted to Ian P Thompson of STAR Practice Management,
At FibreCRM we’re passionate about streamlining the client take-on process. There is a lot to
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.
To our valued accountancy customers: We want to do our bit to support accountants that are working
Even for a progressive practice, implementing a CRM is not a simple job. It’s not
At the end of 2019, FibreCRM CEO Simon Leek was interviewed by Rob Brown on
It’s a new decade. The Christmas break is a distant memory. 2020 means one thing for ambitious accountancy
Integration is a common place issue for many accountants who come to us seeking a
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
Client onboarding for accountants is the process of taking on a new client into your
Size has always been a thing in the accounting profession, going back to the Big
Great quality lists are an essential element in effective communication and is one of the
FibreCRM who provide integrated CRM for Accountants has received the UK government’s ‘cyber essentials’ accreditation.
The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.