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GDPR Toolkit

Our GDPR Toolkit comes with over 20 policy templates and an Excel-based readiness questionnaire to help you prepare your practice for compliance with the GDPR.  No CRM Needed!

Automation

The powerful workflow builder automates those time-consuming repetitive tasks.  It knows when to send those email reminders and frees you up to work on billable time.

Send Emails and SMS messages to staff or clients when important dates are due.

Create tasks for staff members to action – maybe a year end meeting is due, or an onboarding stage needs approval.

With FibreCRM workflows, nothing is forgotten.

workflows