CRM Cloud Software

I am a relatively newbie to Cloud software but totally sold to the idea. I think i am leaning towards Xero for the Accounting side but want to use a CRM package too.

Does anyone have any ideas on what package to go for?

All I want is a database, somewhere I can scan letters to and also if it could email clients automatically about deadline for vat/year ends.

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anthonymellor's picture

Me too, the cloud

anthonymellor | | Permalink

also looking at Kashflow , not looked at this yet

zero, have to go back and look again, can't remember what I thought apart from the transitions from order to invoice looked nice - can't recall if there was transaction import, that's what I would be seeking.

and IRIS enhanced white label version of freeagent (problem is limited transaction import features. no coding etc) - I am tempted by this because of the integration with IRIS (less persuasive) and the inclusion of HMRC deadlines (also seems good from pii point of view). I use IRIS.

posting this wondering if there are any other players?

Anthony

 

garyturner's picture

Some pointers

garyturner | | Permalink

There are a few Xero partner solutions for CRM here http://www.xero.com/advisors/solutions/crm/ And Xero offers transaction importing from a variety of sources, via our API, simple file upload and next month automatic bank statement import from 80 UK banks and financial institutions. Gary Turner Managing Director, Xero UK

HQ for Accountants

Adrian Pearson | | Permalink

I know the guys at Selestial are working on interfacing HQ for Accountants (an online CRM/Practice Management system built specifically for accountants) with Xero, so you may have two bases covered there.

They built HQ for my accountancy firm, so I will be happy to demo to anyone interested.

Adrian Pearson

HQ for accountants

SSmithCA | | Permalink

Adrian,

I'd be very interested in something like HQ, but it does rather depend on the pricing structure - the website says £30 per user, but does "per user" mean "concurrent user"? If not I'd find the cost unpalatable.

Thanks

S

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