CRM | AccountingWEB


Any ideas on the above topic?

I have looked through all older comments on this and some other websites, but I could not find any new recommendations.


We are a small family accountancy practice.


Hi All,

I'm looking to get started with a CRM system. Not so much for current client info (although it will be on there) but more for prospects/marketing.


AccountingWEB’s Practice Excellence Awards (PEA) offer some unique insights into how technology is being successfully a


The main lesson from the latest 


Isn’t it amazing how often we experience really bad customer service. And, when we do, doesn’t it really annoy you?

Customer relationship management is the latest technology to promise a competitiv


“Under promise and over deliver” – these are the very wise words of Tom Peters. It’s such a simple concept but in practice so few businesses manage to do it.

This baffles me.

small talkI’m often amazed at how many people I meet who tell me that they are no


Whatever your stance on technology, clients are increasingly expecting their accountancy firm to keep up with current technological trends and systems to ultimately offer them a better service, say