Client Feedback

“The decision to use FibreCRM was an easy one for us at Dolan Accountancy as the system allows all areas of our business to work cross functionally for the benefit of our clients. From the sales team, on-boarding department, accountants and marketing- all work flows integrate through the system and the IRIS capabilities mean our accountants have a full client view.” 

Zoe Carnell 
Dolan Accountancy

“It is refreshing to work with a CRM company that understands the needs of a large accountancy firm and is able to deliver an intuitive end user experience on top of the firm’s comprehensive business processes.  I would be very happy to recommend FibreCRM to other firms.”

Richard Fletcher, Group Operations Director
SJD Accountancy

“I used to spend 2½ days every month manually exporting and updating client mailing lists from IRIS. Not any more, since using FibreCRM, emailing correspondence to clients is so much quicker and easier. Any changes made in IRIS are updated in FibreCRM automatically. It’s great and I can certainly say I wouldn’t want to go back to doing it the old way.” 

Lucy, Administrator
ER Grove & Co

“I sent a personalised email on behalf of a Partner to 60 contacts. The result was a seamless email that I’m confident is indistinguishable from one personally drafted. We plan to send a routine email via the system rather than IRIS Auto-Mail letters. This will result in a significant resource saving.”

“One of the workflows we’ve set up, is to automatically email clients reminders of pending and overdue TAX deadlines, which is triggered from the job stage in IRIS. This feature works really well and requires little or no maintenance.” 

“We are already seeing a noticeable response to the email reminders from clients and the increase of information coming in. We see this as a huge time saver and we’re looking forward to creating even more automated processes in a drive to systemise our practice.”

Our Clients