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

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.

AE

Finalist for software Innovation of the year 2019