The Integrated Practice
FibreCRM is central to creating stronger client relationships and is the heart-beat of any modern practice.
Information is fed from, and to, the practice management software so that client data can be used effectively without double-entry.
Practice Management Integration
IRIS connects to FibreCRM’s API every few minutes to extract data so that new clients can be created in IRIS without the need for re-keying.
FibreCRM integrates to CHH by Wolters Kluwer to create a powerful two-synchronisation of client data. Onboard new clients in CRM, complete your KYC process and automatically create new Clients in CCH Central.
CPAs in the USA & large account firms in the UK can now benefit from our latest integration with STAR Practice Management
Create, automate & schedule a wide range of internal workflows & external communications – seamlessly integrated with a variety of popular third party systems
External Communications Integration
Automatic Email Solutions & Real-Time Data Reports
Easy to Create Email Campaigns, Landing Pages, and More…
Email marketing and automation tools
Connecting with your audience has never been easier with Campaign Monitor
Power value-driven client experiences
with Vuture’s relationship-management technology for professional services.
Business Systems Integration
VOIP & Telecoms Integration built in
Automatically track your client telecommunications through integrations with your practice VOIP systems.
Guarantee your AML compliance
with an award-winning anti-money laundering solution. Perform your due diligence, carry out Know Your Customer and Adverse Media checks in the UK or abroad.
Integrate your Microsoft Office & Outlook Email
Increase your client data visibility with an integration through Outlook Calendar sync & client data panel native to Outlook.
