CRM for Accountancy
CRM for Accountants is built on the proven Microsoft Dynamics CRM 2013 platform to provide a system that integrates with Outlook, is easy to use, customisable and can grow with your business.
Dynamics CRM provides immediate benefits for your practice delivering an easy-to-use system for managing contacts, companies and staff activities.
CRM for Accountancy delivers additional benefits, harnessing the power of the CRM workﬂow engine to automate key business processes. This additional capability helps to reduce the time you spend on administration and ensures a consistent, professional service for your customers.
See how this integrated practice and sales management solution could help to maximise revenue for your business.
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