Leverage the core CRM
An unrivalled level of integration with IRIS. FibreCRM extracts client information and updates the CRM every 30 minutes.
The only CRM with deep integration with the CCH Central database. Clients, users and budgets syncronisation.
Add ons to make you more effective and effective
Synchronise clients, invoices, payments and credit notes either bidirectionally or one way. Whichever way you choose. For example, you might want to create invoices in CRM and send these, one-way, to Xero. Or you might be creating invoices directly in Xero and wish these were visible in CRM.
Biz Card Scanner
The Business Card Scanning App lets you take a photo of a business card on your phone and the app reads the card and adds the content as a new Lead in your CRM. Whats more, workflows can be triggered automatically including email/sms notifications, GDPR updates and even send information to the new lead.
NPS Surveys from CRM brings a new dimension to the client experience and engagement. Surveys are sent when compliance jobs are completed. Responses are recorded directly in CRM against the person responding. Satisfaction can be monitored over time so that everyone in your practice has visibility.
Marketing Automation (MA) platforms are a step up from your typical email marketing platform. Vuture leads the way for MA within the professional services sector and FibreCRM offers a deep integration. The capability is impressive with event management, email marketing, web integration, centralised marketing collateral and offline event apps this platform is for the accountancy practice with big marketing ideas and impressive growth plans.
Send and receive SMS messages right from the client record or marketing list. Remind clients of tomorrow’s meeting, mass send an SMS to a group of clients or configure workflows to trigger SMS alerts when predefined data conditions are met.
Our plugin for Microsoft Outlook brings all your CRM data to life inside Outlook. No need to login to FibreCRM. From your inbox you can see client information, tasks being actioned, sales opportunities in progress and much more. You can synchronise your calendar and attach those important emails to the client in CRM so everyone has visibility.
MailChim Connector makes it ridiculously easy to create, send and monitor outbound email marketing campaigns. FibreCRM makes it even easier to maintain and keep up to date segmented lists in MailChimp so that only the people you want to receive content are sent information. Because of the deep integration, all your MailChimp marketing activity is visible in CRM so your team can see and communicate with each client appropriately.