Practice Engine | FibreCRM Integration
FibreCRM integrates with IRIS Practice Engine to provide a seamless transfer of information eliminating double entry or out of date data.
- Creates new clients and contacts in PE when KYC Onboarding is complete in FibreCRM
- Ensures information is populated in correctly in FibreCRM before creating records in PE thus keeping PE data clean and high quality
- Keeps client information up to date in either software as changes are made
- Clients, Contacts & Jobs in PE sync to FibreCRM