CRM and IRIS | STAR Practice Management
Unrivalled levels of integration with STAR Practice Management
Create rules to ‘grade’ your clients making it easier to prioritize your client care strategies. For instance; if a client spends over a preset amount in a 12 month period then grade the client Platinum, Gold, Silver or Bronze. You choose your criteria for auto-grading!
Enhanced Security & Permissions
- Dis/Allow certain users or groups from creating new clients in Star
- Once a record has sync’d to Star, make certain fields on the record in CRM, read only and/or one-way sync only
- Implement field-level rules to stop creation of records in Star if information is missing or invalid
Whitepaper: The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.