Use accountancy CRM software to scale up your practice

Customer Relationship Management (CRM) software enables accountants to look after their customers more efficiently and effectively throughout the consumer lifecycle. But it can also do so much more than that; powerful CRM software enables you to effortlessly scale up your practice.

Customer Relationship Management (CRM) software enables accountants to look after their customers more efficiently and effectively throughout the consumer lifecycle. But it can also do so much more than that; powerful CRM software enables you to effortlessly scale up your practice.

CRM software that’s designed for use by accountants and bookkeepers gives you sector-specific technology that tackles the specific challenges you face every day.

Take control of your practice

By giving your organisation the ability to centrally store contacts and automate customer communications, CRM software for accountants not only makes it quick and easy to engage with existing clients, but can also be employed as a tool to reach prospective customers.

Accountancy CRM software can send emails and SMS messages to clients using the parameters you choose to best suit the needs of your practice. You can choose to deliver messages ad hoc or with personalised, automated templates. And with fast access to client or prospect lists, you can spend the time you would’ve spent on customer relations on more important tasks, like sourcing new business opportunities to grow your practice.

Campaign tracking

CRM software offers the additional benefit of campaign tracking, allowing you to view your outreach process, from prospecting to onboarding, in real-time.

Once a new client has been engaged, the CRM automatically assigns tasks and provides notifications, alerts and reminders to ensure your team’s workflows are effective and efficient. Smart CRM software can even chase you for info, approval and sign-offs, freeing up your time while keeping your compliance schedules on track.

Client comms made simple

With the vast amounts of client information that you manage, it can be a real challenge to keep communications timely, targeted and on track. With the help of an accountancy CRM, you can offload those nitty-gritty admin tasks and concentrate on the big picture. Automate your communications with an accountancy CRM now to start building stronger relationships with current customers - and engaging new ones.

And for complete convenience, the right CRM software should integrate seamlessly with your existing software stack, merging your processes and letting you focus on what matters most: providing exceptional service for your customers.

Unlocking the power of cloud CRM

Our cloud-based accountancy CRM software can help scale up your accounting practice by giving you a customisable way to control and optimize your communications channels. It allows you to store and manage contacts, to develop leads, produce targeted and trackable campaigns, and to continue to drive business your way.

Find out more about our cloud CRM software and start scaling up your accountancy practice with ease!