The Core of FibreCRM

The core of CRM is a set of modules and features that represents the fundamental technology to support your client relationship strategy.

FibreCRM is the foundation for collecting and managing client data and crosses all departments.

KEY FEATURES

Enjoy a single world view

Bring all your information together; calendar, meetings, tasks, emails, with a history of text and telephone conversations.
The core gives you the ability to centralise client information, but it also helps you manage all business contacts; prospects, referrers, third party suppliers.

Save time by automating repetitive tasks

Workflow tools help avoid jobs and tasks falling through the net and can be used to better manage the firm’s workload more effectively.
Automate manual processes, such as chasing clients for information, sending deadline alerts and tax payment reminders with a stream of automated notifications and reminders. 

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The one overlooked problem holding progressive accounting firms back and what to do about it.

Better email marketing results

The Core of FibreCRM comes with the Campaign Monitor Connector as standard. Increase response with target lists and eliminate data-mining from practice systems and juggling with multiple Excel spreadsheets.
With dynamic list management, your marketing lists are automatically updated from any changes within the CRM and your practice management software.

More effective referral management

Knowing the true value of your referrer network is essential. Many firms lack consistency in managing referrals and struggle with poor visibility of referrers. 
The referrer management gives you greater insight of all professional and client referrers, both referrals in and out of the practice.

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The one overlooked problem holding progressive accounting firms back and what to do about it.

Enjoy the confidence of GDPR compliance

Guide and enforce GDPR rules and essential data security with time stamped audit trails for clients, prospects, suppliers and introducers.
Ensure you record a lawful basis for the processing of personal data, automatically keep records up to date and manage rights requests from data subjects.

Manage events and gather valuable analytics

The Campaign Portal enabling your marketing teams to plan and execute events both online as well as physical events.   
FibreCRM connects with specialist marketing automation platforms like Vuture so that you have a seamless built-for-purpose marketing system.

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The one overlooked problem holding progressive accounting firms back and what to do about it.

Maximise revenue with opportunity management

The Opportunity Module helps ensure new enquiries, up and cross sale opportunities are not lost, forgotten or ignored.
Workflows reminders to nurture and follow up at the right time ensure that opportunities are valued, and nothing slips through the net unnoticed.

Get valuable insights with powerful reporting

Report Manager allows users to build, generate, and manage reports for modules to give visibility across the practice.
Reporting is a valuable tool in FibreCRM as users can gather data from various modules to generate vital information for their organisation.

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The one overlooked problem holding progressive accounting firms back and what to do about it.

Access to data on the go

FibreCRM has a responsive theme so you can access the CRM directly from your phone’s browser. Or, use the FibreCRM Mobile App to look up, edit or add information during a client visit.
Get full access to calendars, accounts, contact records and book meetings, create tasks, add new contacts or activate workflows directly from your mobile device.

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