What is Client Relationship Management? (CRM)
Client Relationship Management systems help organizations manage interactions, communications, and relationships with current and prospective clients.
For accounting firms, CRMs track client contact information, service history, communication logs, business development opportunities, and engagement details. These platforms enable personalized service, coordinated team collaboration, and strategic relationship nurturing.
CRMs provide insights into client profitability, service utilization patterns, and growth opportunities. Integration with practice management and accounting systems creates a comprehensive view of client relationships. Effective CRM usage improves client retention, identifies cross-selling opportunities, and supports data-driven business development strategies essential for firm growth.
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